#Module

Back to 1991, with #zerob, #module, EP. 🫡🙌🏻

I hosted a $15M+ LIVE masterclass in front of 3400 people. How I generated $3.24M in 8 months. 90 minutes long with 52 steps. usually millionaires only, $3K+ to access BUT I'm releasing the full recording FREE for the next 24 hours. What I REVEALED : 1. how I went from $0 → $3.24M in 8 months with digital products 2. the exact funnel that generates $40K+ every 7 days on autopilot ( 1 hr daily ) 3. 21 case studies of X accounts doing $30K+ per month each 4/ the AI system that writes 300 posts in 15 minutes and gets 1M+ views/month 52 modules covers: - account setup to first sale in under 48 hours - how to generate $10K/month with one $500 digital product - the automation stack that runs the entire business for $38/month - how to scale to $30K/month with 5+ accounts DELETING IN 24 HOURS comment "MASTERCLASS" and I'll DM it to you (including full 2 hour training video) ** must be following + retweet to receive

#MEIKOWeek2026 Day 5: Drink (or moreso, drinking) There we have another MEIKO module (this is ultimate MEIKO) I have a small headcanon that the ultimate modules either have bones or organs visible, MEIKO's one is her transparent torso. #VOCALOID #MEIKO #vocaloidart

The $MRVL–$LITE deal says a lot about where optical interconnects are heading. Start with Lumentum’s fiscal Q1 2027 results. The business was strong enough to support an implied $115 billion enterprise value. Revenue reached $1.263 billion, up 25.5% sequentially and 136.5% year over year. Non-GAAP gross margin rose to 53.2%, operating margin reached 42.3%, and EPS increased 315%. The operating leverage was impressive. Revenue increased by $256 million from the prior quarter, while operating profit rose by about $166 million. That puts the incremental operating margin near 65%. The next-quarter outlook was even stronger: revenue of $1.575 billion to $1.625 billion, with a $1.6 billion midpoint, and operating margin guidance of 45% to 46%. The expected $350 million sequential increase is bigger than Lumentum’s total quarterly revenue two years ago. High-end optical components are still in very tight supply. Lumentum now has three growth engines. It is no longer only selling optical chips and components. Modules and systems are becoming meaningful too. Near term, pump lasers and high-speed modules are carrying the story. High-power pump-laser orders are booked into early 2029. Some products could leave about 70% of demand unmet in 2027, with much of the capacity covered by multi-year agreements. Margins on 200G EMLs and 800G/1.6T modules are also improving. The mid-term opportunity is OCS. These systems use mirrors to switch optical paths without repeated electrical conversion, helping large GPU clusters save power. Quarterly OCS revenue just passed $100 million, and management sees a path to several billion dollars in annual revenue. The long-term bet is #CPO and NPO. Lumentum secured a second major program with more than $5 billion in purchase commitments, and external laser-source shipments are expected to begin in the second half of 2027. The balance sheet is stronger too. Lumentum ended the quarter with about $2.0 billion in cash and $1.4 billion in debt, or roughly $600 million of net cash. It spent $290 million on capex, much of it tied to the 6-inch InP expansion in North Carolina. The main risk is dilution: convertible conversions and preferred shares issued to $NVDA increased the share count by roughly 30% year over year.

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BlueChip is a new line of laptops coming in 2027 from Anduril and Qualcomm, starting with a rugged military-focused model.

This article is full of blatant misinformation. "The components Luckey specified that are planned to be American-made from the start are the display glass, the frame around the display, and parts of the ribbon component." No. That is not what I said. This was a response to a specific question about the display modules in the current prototype vs the final product. As I explicitly said, BlueChip has American chips, batteries, metallics, plastics, glass, etc, and we have a clear technical roadmap to 100% American components. "It sounds like BlueChip’s first laptop will be well below the 65-percent requirement to count as American-made" This is nuts. There is a reason no other reporter has came to this conclusion. One hint might be the extended discussion we had explicitly about the government requirements for American-made hardware and why meeting that bar is so important. "Palmer Luckey is of course a controversial figure, with his history of fueling right wing troll farms" This never happened. You are pushing a lie The Verge has pushed for over a decade now. Yes, you have written a bunch of stories claiming this happened, but it just ain't so. I gave $9,000 to a group that ran a single anti-Clinton billboard. The "right wing troll farms" narrative was a fabricated story pushed shortly before the 2016 election because Dems desperately wanted a right-wing equivalent to the actually-real Correct The Record, an online astroturfing organization that paid people to troll and "correct" Trump supporters online. But there was no such thing. It was all disinformation. Which is why most of the stories about it were later deleted. Yet here you are, lying again.

Rosenblatt on $AAOI: "We believe each $1M of InP substrates can support ~$30mn of transceiver sales, so the $194.4M 2027 contract could underpin ~$5.8bn of annual transceiver revenue, or roughly 12mn modules at the ~$500 blended ASP implied by AAOI’s 2027 revenue and capacity targets. Over the full five-year agreement, that implies ~$29bn of transceiver revenue at constant pricing. Our estimate is consistent with AAOI’s target of a ~$471mn monthly data center transceiver run rate by mid-2027, or ~$5.7bn annualized. Substrates are therefore only ~3% of transceiver revenue, so rising substrate prices should have a limited impact on margins, and over its full term the contract can also support growth beyond 2027, including high-power lasers for ELSFP and CPO"

This is actually incredibly disrespectful to those of us who have actually invested a lot of time and energy into creating our models and insuring their integrity. I started building my model in 2018 *by hand*, first modeling Mecklenburg and Lincoln counties in NC, and adding to it successively over many election cycles. While machine learning has helped tremendously in processing my data quickly, all of the county pipeline work, and the county elasticity and flex modules, all of that is my own work. I’ve spent a solid 6 months+ perfecting my model this cycle, continually fine tuning and working to cut down on backtest error. Someone claiming they have a “model” when they’re really just asking Grok, and gaining a following from that really diminishes that hard work that real modelers put in. I can’t wait until Tuesday so we don’t ever have to hear nonsense from this clown @NE2EarlyVote again.

Guys - here’s how this dude is “modeling” Anyone taking this seriously is seriously unserious. Sell of your bets

Marvell ($MRVL) agreed to acquire Lumentum ($LITE) in an all-stock transaction valued at $115bn of enterprise value, marking the largest semiconductor acquisition ever agreed to unite optical sub-components under one roof. At a fixed exchange ratio of 4.5 Marvell shares for each Lumentum share, the deal implies roughly $1,132 per share, representing a 23.9% premium to Lumentum's unaffected October 28 price. Management projects a combined 2030 addressable market of $550bn and more than $1bn in annual run-rate cost synergies, primarily in cost of goods sold. The core strategic motivation centers on scale-up connectivity, where customers demand single-supplier co-design of digital signal processors (DSPs), switching silicon, and indium phosphide (InP) lasers directly into optical engines. However, the transaction creates immediate supplier neutrality friction in today's scale-out PAM4 market, where Marvell leads merchant DSP shipments. Competing transceiver manufacturers, which purchase Marvell DSPs, directly compete with Lumentum's optical modules and account for 60% to 65% of global transceiver volume from China-based facilities. Merging the two businesses risks pushing these module customers toward competing DSP providers during the extended regulatory pendency ahead of the anticipated first-half 2028 closing. Although management notes positive ecosystem feedback and precedent in selling coherent DSPs alongside internal optical transceivers, upcoming next-generation DSP design-win awards will determine whether merchant market share can hold. #Marvell #Lumentum #Meta #AIChips Report date: 2026-11-03

Solar is the Phase 1 energy fix. $FSLR $TE $ENPH Modules, cells, and storage, built in America, with domestic content deciding who keeps the tax credits. Demand is contracted. The race is execution and financing.

🚨Why did $LITE agree to sell to $MRVL? TL;DR • I think Lumentum saw two things coming. The laser market could tip into oversupply in 2029, and CPO could become the dominant architecture for optical links in AI systems. • The offer may look low against $LITE’s record high. But Lumentum negotiated when lasers were hardest to source and its valuation was near its peak. • I doubt SAMR will approve the deal within a year. I also think closing is more likely to slip beyond the companies’ target of the first half of 2028. • A prolonged review could steer customers looking for a second source toward $COHR, $AAOI and Chinese laser suppliers. A little over two years ago, Lumentum was losing money. Its adjusted operating margin has since reached 42.3%, and I think the laser shortage, which looks set to last into 2029, explains much of that improvement. In my view, the biggest reason the board agreed to sell was the risk of finding itself back in a highly cyclical components business once supply caught up with demand. I would hardly call Lumentum’s current valuation cheap. If the deal closes, Lumentum would become the optics arm of a company that can offer DSPs, switches, custom XPUs and optical engines together. That would let Lumentum compete for business earlier, while customers are still deciding how to connect the accelerators in their next AI systems. If a wave of new laser capacity comes online in 2029 and 2030, Lumentum would have Marvell’s scale behind it and could potentially benefit from its ties to NVIDIA as well. That is how I read Marvell CEO Matt Murphy’s comment on CNBC that the deal would put Marvell in a better position to support NVIDIA. China is where my timeline differs from management’s. The political backdrop has grown more difficult. A bill before the US Senate would restrict federal agencies’ use of InnoLight and Eoptolink transceivers in critical systems. This deal would bring together suppliers of key components used by those two module makers, giving SAMR leverage to negotiate terms. Marvell and Lumentum expect to close in the first half of 2028. I think it will take longer. While the review plays out, I expect module makers to qualify more suppliers. I think $COHR is best positioned to pick up those orders. It is the largest independent optics supplier making everything from lasers to finished modules. $AAOI could benefit as well, but the question is whether it can bring enough capacity online in time. $CIEN has been a major Lumentum customer and competes with Marvell in coherent DSPs. I would expect Ciena to feel more pressure to diversify its laser supply. Smaller laser suppliers such as Sivers and MACOM could also draw interest from customers looking for a second source, though I would expect meaningful additional volume from this deal in 2028 or later. My take is that CPO is the natural next step for the optics industry. If both companies see that shift coming, I can understand why these terms made sense to them. NFA / DYOR

$LITE $MRVL For China's optical-module makers, the useful test of Marvell's Lumentum deal is whether they can keep buying key parts on competitive terms. Lumentum markets 200G lasers for 1.6T modules with eight optical lanes. A shortage of qualified lasers or compatible digital signal processors can delay the finished module. 1. The supplier also sells finished products The deal would bring Marvell's signal-processing chips and Lumentum's lasers under one owner. Lumentum also sells transceivers, so independent module makers would buy components from a group with its own finished products. Closer design work could improve power consumption and speed up launches. Buyers would still need to know who gets scarce capacity, how components are priced and whether they can combine those parts with another supplier's technology. 2. Supply terms can matter as much as approval A useful remedy would preserve existing contracts, supply on non-discriminatory terms, freedom to use alternative components and protection for customer design information. There is a precedent for that approach. In its 2022 II-VI–Coherent decision, China's regulator required contract continuity, non-discriminatory supply and information safeguards. Those obligations ran for five years. The case concerned industrial laser markets; it does not establish what conditions this deal will face. 3. What module investors should watch For InnoLight and Eoptolink investors, the question is whether an eventual decision protects delivery volumes, commercial terms and access to future products. A promise to keep selling today's part offers limited protection if the next generation becomes harder to obtain. Our view: enforceable supply protections could make conditional approval attractive to independent module makers. That depends on which products are covered, how long protection lasts and how customers can enforce it. Their actual positions on this transaction remain unverified.

$MRVL $LITE If a regulator blocks Marvell's $115B deal for Lumentum, Marvell owes a $3.2B fee, more than Lumentum's whole fiscal 2026 revenue. The hardest approval sits in Beijing, on a clock that runs into the 2027 trade talks.

The Marvell and Lumentum M&A transaction announced this morning is a bigger deal than people are giving it credit for Lumentum holders will get 4.5 Marvell shares for each share of Lumentum and a 23.9% premium. Pro forma they own roughly 33% of the combined company Marvell is guiding to more than $1 billion of run-rate cost synergies, non-GAAP EPS accretion in year one and a close in 1H28 Per Bloomberg, it ranks among the 10 largest tech and telecom deals ever Lumentum makes the indium phosphide lasers, optical transceivers and optical circuit switches that carry data between AI chips. Fiscal 2026 revenue (June year-end) was $3 billion, and this morning it guided the December quarter to $1.6 billion Marvell makes the electrical half of the same link: custom AI accelerators, switch silicon, and the DSPs and drivers that sit next to the laser inside every transceiver. It was already a Lumentum laser customer Broadcom sells both halves, with DSPs and EML and CW lasers alongside its switches and custom XPUs. Nvidia put $2 billion into each of Marvell and Lumentum in March After Bloombrg first reported the talks on October 28. Marvell fell 22% from that day's close to $196.40 on Friday, roughly $49 billion of market value against a roughly $20 billion premium, though part of the drop came with the chip selloff after Intel's weaker forecast Here are the four important pieces of the deal 1. Lasers Earlier in October, Lumentum CEO Michael Hurlston said its lasers are sold out through early 2029 and that the company will be unable to meet about 70% of demand for some products next year Per Bloomberg, owning Lumentum gives Marvell direct access to technology and manufacturing capacity that have become bottlenecks in the AI buildout. Lumentum is also putting at least $350 million into indium phosphide capacity in Japan 2. The DSP-to-laser handoff As optics move off pluggable modules and onto the chip package, the DSP, driver and laser get designed as one part. That is the core argument in this morning's release, which puts the combined TAM at $550 billion Marvell bought Celestial AI last December for $3.25 billion upfront for the same reason, photonic fabric co-packaged with custom XPUs RBC called the portfolios highly complementary but said the case is strongest if Marvell sells Lumentum's pluggable module business, which competes with the module makers that buy Marvell's DSPs 3. Optical circuit switches OCS reroutes light between servers without converting it back to an electrical signal. Lumentum disclosed OCS backlog "well beyond $400 million" in February By late August, at a Deutsche Bank conference, management said the OCS market would exceed its prior $8 billion estimate 4. The economics The December quarter guide is $1.6 billion of revenue at a 45–46% non-GAAP operating margin, up from 18.7% a year earlier. Management has credited part of that expansion to pricing on some products On that run-rate, $115 billion is 18x revenue and roughly 40x non-GAAP EBIT. On LTM numbers it is 31x revenue and 86x EBIT. At last year's 18.7% margin, the run-rate EBIT multiple would be about 96x On each company's latest guidance, Lumentum brings roughly 34% of combined revenue and 38% of combined non-GAAP EBIT for 33% of the share

updated to include: - bioemu2 @FrankNoeBerlin - mol1 @MolenceBio - fastplm (confidence modules for esmfold fast models) @Logan_Hallee - af3x crosslinks @jankosinski - faster diffusion (exponential update and geometric noise schedule) @vinay_matt

🤔 1 of 3 US Navy LCS ships with mine countermeasures modules that were deployed to NSA Bahrain in May of last year remains in the region, USS Tulsa (LCS 16). The other two, USS Canberra (LCS ##) and USS Santa Barbara (LCS ##) departed the region around the time Operation EPIC FURY began. USS Canberra has since been transferred to 7th Fleet while the USS Santa Barbara returned to Naval Base San Diego. All three ships were deployed to Bahrain in 2025 to replace the Avenger class minesweepers, who deployed to the region in 1990. Two thirds of their replacements were pulled out of the region when the threat of mines was at the highest. 📸 DVIDS

at OpenPurpose, i built a platform for creatives. initially new users struggled to figure out where to start here's how we fixed it in a day: we had modules for invoicing, collaboration and briefs etc.. but users had to decide which modules to "add to their profile" before they could get things done. the idea was that they'd have freedom on how they would work this was overcomplicating it. it should be simple: upload your work, describe your service and let the leads reach out all the modules worked together seamlessly, but reducing them to the obvious lets the users immediately get the core value they came for the best design is obvious, yet innovative

Marvell experts are taking the stage at WISH Conference 2026, the flagship event from the @GlobalSemi Women’s Leadership Initiative. Approximately 1,000 technology leaders, entrepreneurs and STEM students will gather at the Santa Clara Convention Center to celebrate women’s achievements in technology, build networks and advance gender parity across the industry. Marvell engineers will lead a breakout session, join a main stage panel and present two posters on advanced packaging and optical modules. See the full lineup and learn more on our website:

Lisa Turner took this photo of Northstar Challenger coming into the docks at Chincoteague for rest after a great job bringing the first Neutron Modules safely to Wallops. Thank you!

#A new standard reference thermoelectric #Module achieves over 20% improvement in calibration accuracy, enhancing objective measurement of thermoelectric device performance and supporting global standardization. @ACS_AMI