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@dot_61 "@TripleGateCaptl Tough to build a strong bear thesis here. If anything $NVO has more financial resources (vs $CTLT) and motivation too to remediate the issues. Despite lack of details $SRRK mgmt saying that issues could be resolved soon has more credibility here (else they lose credibility)"
X Link @dot_61 2025-10-14T12:57Z XXX followers, XXX engagements

"Ethernet and Broadcom $AVGO seem to be the winner with ESUN approach for scale-up switches proposed by $MSFT and $META at OCP. $ALAB PCI switches could still find niche use cases"
X Link @dot_61 2025-10-14T17:38Z XXX followers, XXX engagements