Muleβs Musings β’ 83 implied HN points β’ 12 Feb 24
- The post discusses the performance of different companies in the automotive and optics sectors, highlighting particular stocks like NXPI, IFX, FN, COHR, MKSI, MPWR, ACLS, SLAB, RMBS, and ARM.
- It mentions an observation that automotive stocks are performing poorly while optics stocks are doing well.
- There is a note about Rambus having a breather and SLAB putting a bottom in, suggesting potential shifts in their performance.