DIGITAL INFRA: Absorbed Intel optical pluggable engineering team; 400G/800G optical module manufacturing at scale; contract electronics for AI DC networking
Conviction●●●○○3 of 5
Research target440Snapshot target
Thesis statusWEAKENEDLast reviewed 7/1/26
Market cap40.66BSnapshot value
800G ramp; Intel talent/IP onboarding complete; AI DC networking spend
800G ramp delayed; Intel optical team integration fails; DC build slows
X: Intel pluggable team absorption noted by analysts; limited retail coverage
Snapshot · 7/1/26🟡 Mixed · ins-$14.1M · 13F 10+/15- · short↑0.24
Snapshot · 7/1/26