Photonics

They don't really care if MPO or CPO or LPO or all these old POs actually become a reality because they have products, they have expertise on the networking, on the XPU attached side to basically tell clients, hey, look, whichever architecture is going to happen in certain ecosystems of semiconductors, we have ingredients for you to make that happen.

And right now, I'm still very bullish on say for example bandwidth density going higher and and systems becoming a little bit more denser which means the need for interconnects the need for networking becomes a lot a lot bigger marvel absolutely is a giant in this area and they really don't get enough love they really don't get enough matt murphy has gone through a lot of volatility through his years and i get it his credibility isn't great but look at what they're invested in right they're invested in Photonics, they're invested in good old fashioned DSP, which they're the leader in.

Yes, it's very power hungry, but right now a lot of these AI guys still need that component for purposes like scaling up and scaling out and so forth.

So I really like their networking portfolio, I call it.