Ticker brief
MTSI MACOM TECHNOLOGY SOLUTIONS H
Technology · Semiconductors
last close
$265.27
1 day
-4.3%
14 days
-16.2%
mkt cap
$24.6B
signals 14d
11
authors 14d
7
crowd 14d
+0.7σ
Options inteloptions-surface reads · latest available day per source
| metric | reading | context |
|---|---|---|
| IV — ATM 30d | 62% mid · 55 pctile own 1y | IV/HV 0.81× |
| Skew — 25Δ RR 30d | -0.012 76 pctile own 1y | balanced vs own range |
| Net dealer OI (NDOI) | +0.27 elevated | 5-session Δ -0.22 (as of 2026-07-06) |
| OI alarm | quiet | last alarm 2026-06-03 (z=2.9) |
Sentiment — last 14 days
daily mean sentiment, 2026-08-16 → 2026-08-26 · now +0.10 (−1 bearish … +1 bullish)
Who spoke7
| author | grade | trader score | signals | mean sent |
|---|---|---|---|---|
| @aleabitoreddit | A | -3.05 | 4 | +0.40 |
| @TheETFTracker | C | -0.94 | 2 | +0.10 |
| @JaguarAnalytics | B | +0.35 | 1 | +0.25 |
| @OptionsFlowBoss | C | · | 1 | +0.00 |
| @WealthCode99978 | B | +0.21 | 1 | +0.35 |
| @Maggie191919 | B | +0.55 | 1 | +0.70 |
| @yianisz | A | -3.33 | 1 | +0.40 |
Recent signals11of 11 in 14d — receipts included
| date (PT) | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|
| 2026-08-26 | @aleabitoreddit | +0.10 | Maps constrained CW-laser capacity across optical suppliers and links the bottleneck to Nvidia demand. | -2.7% | tweet ↗ |
| 2026-08-25 | @aleabitoreddit | +0.20 | Presents a detailed bullish SIVE earnings framework centered on photonics qualifications, contracts and future volume ramps. | -0.4% | tweet ↗ |
| 2026-08-24 | @TheETFTracker | +0.00 | Lists LUMA's constituent holdings and portfolio weights. | +3.0% | tweet ↗ |
| 2026-08-21 | @yianisz | +0.40 | BMO initiated semiconductor and quantum names at Outperform, citing early AI demand. | -0.5% | tweet ↗ |
| 2026-08-20 | @TheETFTracker | +0.20 | Presents LUMA as exposure to a projected optical-connectivity AI buildout. | -0.3% | tweet ↗ |
| 2026-08-20 | @aleabitoreddit | +0.65 | Presents a multi-year bullish optical-supply thesis driven by shortages and very high demand visibility. | -0.3% | tweet ↗ |
| 2026-08-19 | @Maggie191919 | +0.70 | Argues multi-year optical-component shortages are forming a new AI infrastructure supercycle. | -1.7% | tweet ↗ |
| 2026-08-19 | @aleabitoreddit | +0.65 | Builds a multiyear bullish photonics thesis from persistent AI optical-component shortages and demand imbalances. | -1.7% | tweet ↗ |
| 2026-08-17 | @WealthCode99978 | +0.35 | Builds a long-term photonics and CPO basket from Nvidia investments and potential supply-chain bottlenecks. | -19.0% | tweet ↗ |
| 2026-08-17 | @OptionsFlowBoss | +0.00 | Flags open-interest changes, but direction requires the linked chart. | -19.0% | tweet ↗ |
| 2026-08-16 | @JaguarAnalytics | +0.25 | Maps six companies across AI optical infrastructure, storage and cooling in an earnings-review basket. | -16.2% | tweet ↗ |
“Since then” = price move from the close on the signal's date (PT) to the latest close — what happened after they said it, not a backtest. A — means no trading session has closed since the signal yet. Sentiment is our extracted per-tweet score, −1…+1.