Andrew Schmitt, the founder of Cignal AI, which provides market research for the networking component and equipment market as well as its end customers — tweeted the following this morning.
100G coherent port shipments in China during 2Q17 came in much higher than I or anyone else I know expected. Record quarter at Huawei.
— Andrew Schmitt (@aschmitt) August 1, 2017
The subsequent result has been an explosion to the upside in optical stocks, focused on 100g rollouts. This is all about Amazon-Google-Microsoft data centers, for those concerned.
Note the tweet occurred at 10:15am. Here is the intra-day chart of ACIA.
Lucky for you faggots, I’m on top of this shit. The 100g rollout is mine. Anyone who pretends to know more about it is both disillusioned and an asshole.
Alas, the power of Twitter. It’s amazing how inept management is in trying to unlock value there.
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Strong tweet. Fundamentals.