Nomura: scale-across value chain $COHR $GLW $LITE $CLS $AVGO $MRVL

P Equity Research 📰 @pequityresearch ·
Nomura: scale-across value chain $COHR $GLW $LITE $CLS $AVGO $MRVL

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  1. #1

    Current InP substrate S/D gap now exceeds 70% $AXTI

    P Equity Research 📰 @pequityresearch ·
    Current InP substrate S/D gap now exceeds 70% $AXTI
  2. #2

    Goldman Sachs: Since the start of 2026, consensus CY26-27 capex estimates for the 5 US-based hyperscalers have risen by 66% or a combined ~$750 billion. $GOOGL $AMZN $MSFT $META $…

    P Equity Research 📰 @pequityresearch ·
    Goldman Sachs: Since the start of 2026, consensus CY26-27 capex estimates for t…
  3. #3

    UBS: CoreWeave's revenue is expected to increase to $84.8 billion by FY30 with an EBIT margin of 27%, up from ~$13 billion in FY26. $CRWV

    P Equity Research 📰 @pequityresearch ·
    UBS: CoreWeave's revenue is expected to increase to $84.8 billion by FY30 with…
  4. #4

    Truist: We estimate AI cloud ARR could exceed $2.1 trillion by 2030E, up from $310 billion in 2025. $MSFT $GOOGL $META $ORCL $AMZN

    P Equity Research 📰 @pequityresearch ·
    Truist: We estimate AI cloud ARR could exceed $2.1 trillion by 2030E, up from $…
  5. #5

    Goldman Sachs: AI ROIC "The hyperscalers' current estimated Al revenues remain below the amount that would allow them to break even on their capex, but those revenues are growing…

    P Equity Research 📰 @pequityresearch ·
    Goldman Sachs: AI ROIC "The hyperscalers' current estimated Al revenues remain…
  6. #6

    Jefferies: AI transceiver forecast now pushing to nearly 180 million units in CY27, including 90 million 800G and 80+ million 1.6T units. Growing to 245 million in CY28. Material…

    P Equity Research 📰 @pequityresearch ·

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