Can we count your visit with Google Analytics? No ads, no profiles. Details
MXL
NASDAQNext earningsJan 28AnalystsBuy11+90%Information Technology · Semiconductors
Each weekday: the watchlist of pullbacks inside uptrends, every new ticker teardown, and the bubble shifts that move names like this one. Free. Education, not advice.
Free when you join: the $HOOD Teardown Dossier (Robinhood Markets), the full desk file we sell in the shop. One per new reader.
No spam. One email per day max, unsubscribe in one click. Pro ($49/mo) includes every dossier and report in the shop.
Structural: small-cap connectivity semi ($MXL ~$1B mcap) levered to three secular waves - DOCSIS 4.0 cable upgrades, fiber PON deployments, and 800G/1.6T optical PHYs for datacenter switching. Sits below $AVGO/$MRVL/$MCHP in the connectivity stack but holds defensible IP in cable SoCs (Puma platform) and optical DSPs.
Tier-2 supplier to cable MSOs (Comcast, Charter via $ARRS/$CMCSA), telecom OEMs, and increasingly hyperscaler optical modules.
DOCSIS 4.0 cycle is real and MXL has design wins at multiple MSOs; fiber PON share gains in Europe/India; optical PHY ramp into 800G AI datacenter buildouts (adjacency to $NVDA/$MRVL); inventory correction bottomed late 2025; $160M Silicon Motion termination-fee award (if collected) = ~15% of mcap in cash; depressed valuation vs. peer connectivity semis.
end markets remain choppy - cable capex cyclical, broadband demand soft post-COVID pull-forward; lost MaxLinear-Silicon-Motion strategic optionality; competes against scale players ($AVGO/$MRVL) in optical and ($MCHP/$RNW) in industrial; gross margins compressed by mix shift; cash burn risk if recovery slips; small-cap volatility, no index support.
It reads our $MXL data (thesis, key levels, peers, a year of prices) and any chart screenshot you paste, then explains the setup in plain English. Free with an email login, 5 questions a day. Education only: it never tells you to buy or sell, and it can be wrong, so check the numbers.
High-signal only
No major news in the last 7 days for MXL - only listicles and opinion pieces, which we filter out by default. See everything anyway.
Auto-computed retracement of the trailing 52w low-high leg. Recomputed on each refresh; not a curated level.
Auto-computed retracement of the trailing 52w low-high leg. Recomputed on each refresh; not a curated level.
Auto-computed retracement of the trailing 52w low-high leg. Recomputed on each refresh; not a curated level.