Semtech $SMTC with a really nice base. On breakout watch this week.

🚀 SMALL CAP AI STOCKS – 1 YEAR RETURNS ARE INSANE! 🔥 These under-the-radar names have delivered moonshot gains over the past 12 months: 🏆 TOP PERFORMERS: - $AXT → 6,006% 💥 - $BE (Bloom Energy) → 1,325% 🔥 - $AAOI (Applied Opto) → 960% - $AEHR (Aehr Test) → 845% - $MXL (MaxLinear) → 665% - $VICR (Vicor) → 614% - $OSS (One Stop Systems) → 508% - $ART (Arteris) → 370% - $NVTS (Navitas) → 350% - $UCTT (Ultra Clean) → 331% More Standouts: - $SMTC (Semtech) → 329% - $ICHR (Ichor) → 300% - $FORM (FormFactor) → 290% - $VECO (Veeco) → 209% The Big Theme? Small-cap AI infrastructure, power, testing, materials & photonics stocks are exploding as the AI buildout spreads beyond the mega-caps. Quick Takeaways: - Gains from 300% to over 6,000% in just one year - Still relatively small market caps = huge upside potential (and risk) The AI supercycle is creating serious winners in small caps. Which of these $small-cap rockets are you watching (or holding)? Drop it below 👇 #SmallCapAI #AIStocks #Semiconductors #GrowthStocks #Investing

Semtech 🌙

Small wireless IoT module based on ESP32-S3 and Semtech SX1262 LoRa transceiver. cnx-software.com/2026/06/12/… @seeedstudio Wio-S3 measures just 21.6 x 16.5 x 3.3 mm, includes 16MB Flash and 8MB PSRAM, and supports LoRa (EU868/US915), Wi-Fi 4 and BLE 5.0 connectivity. It features castellated holes for I/Os such as UART, I2C, SPI, ADC, and USB, and supports -40°C to 85°C operation for remote monitoring, industrial automation, smart agriculture, and IoT data logging. It's programmable with the ESP-IDF framework or Arduino.

🚀 SMALL CAP AI STOCKS – 1 YEAR RETURNS ARE INSANE! 🔥 These under-the-radar names have delivered moonshot gains over the past 12 months: 🏆 TOP PERFORMERS: - $AXT → 6,006% 💥 - $BE (Bloom Energy) → 1,325% 🔥 - $AAOI (Applied Opto) → 960% - $AEHR (Aehr Test) → 845% - $MXL (MaxLinear) → 665% - $VICR (Vicor) → 614% - $OSS (One Stop Systems) → 508% - $ART (Arteris) → 370% - $NVTS (Navitas) → 350% - $UCTT (Ultra Clean) → 331% More Standouts: - $SMTC (Semtech) → 329% - $ICHR (Ichor) → 300% - $FORM (FormFactor) → 290% - $VECO (Veeco) → 209% The Big Theme? Small-cap AI infrastructure, power, testing, materials & photonics stocks are exploding as the AI buildout spreads beyond the mega-caps. Quick Takeaways: - Gains from 300% to over 6,000% in just one year - Still relatively small market caps = huge upside potential (and risk) The AI supercycle is creating serious winners in small caps. Which of these $small-cap rockets are you watching (or holding)? Drop it below 👇 #SmallCapAI #AIStocks #Semiconductors #GrowthStocks #Investing

If I were to create a core optical bottleneck ETF, this is how I would structure it: $SMTC : Semtech Corporation $IQE : IQE plc $SOI : Soitec $VNP : 5N Plus $AXTI : AXT, Inc. $AEHR : Aehr Test Systems $VIAV : VIAVI Solutions WIN Semiconductors AIXTRON Sumitomo Electric Industries $FORM : FormFactor What do you think about this? Please leave any suggestions or comments on how it could be improved.

โมดูล IoT ไร้สายขนาดเล็กที่ใช้ ESP32-S3 และชิปทรานซีฟเวอร์ Semtech SX1262 LoRa th.cnx-software.com/2026/06/… @seeedstudio Wio-S3 มีขนาดเพียง 21.6 x 16.5 x 3.3 มม. มาพร้อมหน่วยความจำ Flash 16MB และ PSRAM 8MB รองรับการเชื่อมต่อ LoRa (EU868/US915), Wi-Fi 4 และ Bluetooth LE 5.0 (BLE 5.0)

🚀 SMALL CAP AI STOCKS – 1 YEAR RETURNS ARE INSANE! 🔥 These under-the-radar names have delivered moonshot gains over the past 12 months: 🏆 TOP PERFORMERS: - $AXT → 6,006% 💥 - $BE (Bloom Energy) → 1,325% 🔥 - $AAOI (Applied Opto) → 960% - $AEHR (Aehr Test) → 845% - $MXL (MaxLinear) → 665% - $VICR (Vicor) → 614% - $OSS (One Stop Systems) → 508% - $ART (Arteris) → 370% - $NVTS (Navitas) → 350% - $UCTT (Ultra Clean) → 331% More Standouts: - $SMTC (Semtech) → 329% - $ICHR (Ichor) → 300% - $FORM (FormFactor) → 290% - $VECO (Veeco) → 209% The Big Theme? Small-cap AI infrastructure, power, testing, materials & photonics stocks are exploding as the AI buildout spreads beyond the mega-caps. Quick Takeaways: - Gains from 300% to over 6,000% in just one year - Still relatively small market caps = huge upside potential (and risk) The AI supercycle is creating serious winners in small caps. Which of these $small-cap rockets are you watching (or holding)? Drop it below 👇 #SmallCapAI #AIStocks #Semiconductors #GrowthStocks #Investing

Up to 50% less heat output in the optical module. Less heat in data centers. Here’s how👇 With AI clusters racing toward 1.6T speeds, traditional copper interconnects and power-hungry DSPs are fueling a major data center thermal and power crisis. 🔌🔥 Semtech $SMTC is addressing this directly through its acquisition of HieFo. By combining its world-class analog TIAs and laser drivers with HieFo’s high-efficiency Indium Phosphide (InP) lasers and gain chips, Semtech is delivering a highly integrated electronic-photonic chipset. It provides cleaner, lower-noise signals that enable hyperscalers to bypass heavy DSPs in next-gen linear, NPO, and CPO architectures. This approach can slash optical module power consumption by up to 50%, dramatically cutting heat output.