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Stockkid

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- StockkidStockkid
  ·08-17 23:21
  $Tradr 2X Long COHR Daily ETF(COHX)$ bullish for optical fibre stock. Expected good run up in September after Trump new policy benefiting optical related counters
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- StockkidStockkid
  ·08-10
  $Leverage Shares 2X Long GLW Daily ETF(GLWG)$ bullish . Optical related stocks positive for next two months after USA impose restrictions on foreign made optical transceivers
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- StockkidStockkid
  ·08-05
  USA must oso ban China made clothing, kitchen ware, TV, routers, cctv, kitchen utensils and house furniture? It not USA grow too dependent on chinamade risking them to addiction
  Trump Administration Drafting Ban on Chinese Data Center Devices, Sources Say
  The Trump administration is drafting a ban on U.S. imports of new models of Chinese data center components.
  Trump Administration Drafting Ban on Chinese Data Center Devices, Sources Say
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- StockkidStockkid
  ·08-05
  $Leverage Shares 2X Long GLW Daily ETF(GLWG)$ bullish
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- StockkidStockkid
  ·07-15
  $Direxion Daily MU Bull 2X Shares(MUU)$ bullish. As news reported, micron oder full till y2028. But with more countries adorpted ai factories. Data centre and micron hbm will be in tremendous demand than current. More token, more agent etc
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- StockkidStockkid
  ·06-30
  $GraniteShares 2X Long MRVL Daily ETF(MVLL)$ billish
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- StockkidStockkid
  ·06-25
  $GraniteShares 2X Long MRVL Daily ETF(MVLL)$ bullish
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- StockkidStockkid
  ·06-17
  $CMBC CAPITAL(01141)$ bullish
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- StockkidStockkid
  ·06-09
  $Pacific Biosciences of California(PACB)$ buy more on dip
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- StockkidStockkid
  ·06-08
  $Pacific Biosciences of California(PACB)$ buy more in dip
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href=\"https://ttm.financial/S/COHX\">$Tradr 2X Long COHR Daily ETF(COHX)$ </a> bullish for optical fibre stock. Expected good run up in September after Trump new policy benefiting optical related counters&nbsp;","listText":"<a href=\"https://ttm.financial/S/COHX\">$Tradr 2X Long COHR Daily ETF(COHX)$ </a> bullish for optical fibre stock. Expected good run up in September after Trump new policy benefiting optical related counters&nbsp;","text":"$Tradr 2X Long COHR Daily ETF(COHX)$ bullish for optical fibre stock. Expected good run up in September after Trump new policy benefiting optical related counters","images":[{"img":"https://community-static.tradeup.com/news/3c500d8f705f5fc351567d3377a18509","width":"894","height":"1424"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/597825142904096","isVote":1,"tweetType":1,"viewCount":20,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":595260291436728,"gmtCreate":1786353999726,"gmtModify":1786354003101,"author":{"id":"3580955744929134","authorId":"3580955744929134","name":"Stockkid","avatar":"https://static.tigerbbs.com/6e58310c6a80ddfbcb69e0989cda7858","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3580955744929134","idStr":"3580955744929134"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/GLWG\">$Leverage Shares 2X Long GLW Daily ETF(GLWG)$ </a> bullish . Optical related stocks positive for next two months after USA impose restrictions on foreign made optical transceivers","listText":"<a href=\"https://ttm.financial/S/GLWG\">$Leverage Shares 2X Long GLW Daily ETF(GLWG)$ </a> bullish . Optical related stocks positive for next two months after USA impose restrictions on foreign made optical transceivers","text":"$Leverage Shares 2X Long GLW Daily ETF(GLWG)$ bullish . Optical related stocks positive for next two months after USA impose restrictions on foreign made optical transceivers","images":[{"img":"https://community-static.tradeup.com/news/814e9eed9cbcf0345e018a9887a297d5","width":"882","height":"1520"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/595260291436728","isVote":1,"tweetType":1,"viewCount":34,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":593421285069752,"gmtCreate":1785904647133,"gmtModify":1785910363589,"author":{"id":"3580955744929134","authorId":"3580955744929134","name":"Stockkid","avatar":"https://static.tigerbbs.com/6e58310c6a80ddfbcb69e0989cda7858","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3580955744929134","idStr":"3580955744929134"},"themes":[],"title":"","htmlText":"USA must oso ban China made clothing, kitchen ware, TV,&nbsp; routers, cctv,&nbsp; kitchen utensils and house furniture? It not USA grow too dependent on chinamade risking them to addiction&nbsp;","listText":"USA must oso ban China made clothing, kitchen ware, TV,&nbsp; routers, cctv,&nbsp; kitchen utensils and house furniture? It not USA grow too dependent on chinamade risking them to addiction&nbsp;","text":"USA must oso ban China made clothing, kitchen ware, TV, routers, cctv, kitchen utensils and house furniture? It not USA grow too dependent on chinamade risking them to addiction","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/593421285069752","repostId":"2656531723","repostType":2,"repost":{"id":"2656531723","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1032215980","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"pubTimestamp":1785850618,"share":"https://ttm.financial/m/news/2656531723?lang=en_US&edition=fundamental","pubTime":"2026-08-04 21:36","market":"us","language":"en","title":"Trump Administration Drafting Ban on Chinese Data Center Devices, Sources Say","url":"https://stock-news.laohu8.com/highlight/detail?id=2656531723","media":"Reuters","summary":"The Trump administration is drafting a ban on U.S. imports of new models of Chinese data center components.","content":"<html><head></head><body><p>WASHINGTON, Aug 4 (Reuters) - The Trump administration is drafting a ban on U.S. imports of new models of Chinese data center components, four people familiar with the matter told Reuters, as it seeks to protect the infrastructure that undergirds the AI boom.</p><p>The Federal Communications Commission, which oversees the U.S. telecom ‌industry, is working on the measure to bar imports of new Chinese optical transceivers, which allow data to travel over fiber-optic cables at the speed of light within data centers. Officials hope to publish it this year, when it would take effect.</p><p>Optical-networking stocks jumped in morning trading. <a href=\"https://laohu8.com/S/FN\">Fabrinet</a> and <a href=\"https://laohu8.com/S/AAOI\">Applied Optoelectronics</a> rose 18%; <a href=\"https://laohu8.com/S/POET\">POET Technologies</a> rose 15%; <a href=\"https://laohu8.com/S/COHR\">Coherent</a> rose 14%; <a href=\"https://laohu8.com/S/CRDO\">Credo Technology</a> rose 9%; <a href=\"https://laohu8.com/S/LITE\">Lumentum</a> and <a href=\"https://laohu8.com/S/CIEN\">Ciena</a> rose 8%;  <a href=\"https://laohu8.com/S/SMTC\">Semtech</a> rose 7%; <a href=\"https://laohu8.com/S/GLW\">Corning</a> rose 6%.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/134be45cc135918eef36c4ecf59742e1\" tg-width=\"652\" tg-height=\"430\"/></p><p>The move, not previously reported, aims to prevent Chinese firms from stealing data, installing malware or disrupting service at U.S. data centers, which house the chips to train and run AI models.</p><p>The FCC could still modify or shelve the restriction, the sources stressed, speaking on condition of anonymity to discuss sensitive matters. But it is the latest example of the Trump administration trying to limit Chinese technological incursions into cutting-edge U.S. industries before they become embedded in the ⁠supply chain.</p><p>&#34;Transceivers definitely pose a risk,&#34; said Divyansh Kaushik, an AI policy expert at Washington, D.C., advisory firm Beacon Global Strategies. &#34;As the data center buildout scales up, you want to make sure the data center supply chain is secure from the get-go,&#34; he added.</p><h2 id=\"id_766297360\" style=\"text-align: start;\">CHINA WILL RESPOND IF NECESSARY: EMBASSY</h2><p>The White House and the FCC did not respond to requests for comment. The Chinese embassy in Washington said Beijing urges the United States to &#34;heed the objective and rational voices of the business communities in both countries&#34; and &#34;stop smearing Chinese companies and threatening them with sanctions.&#34;</p><p>&#34;China will take all necessary measures in response to any action that causes material harm to its interests,&#34; it added.</p><p>China hawks in the administration are keen to avoid another situation like Huawei, where telecom equipment made by the heavily sanctioned Chinese firm was so deeply embedded in U.S. infrastructure that efforts to remove it were slow, expensive and incomplete.</p><p>The FCC has historically been independent, but in June the U.S. Supreme Court backed President Donald Trump&#39;s firing of a Democratic Federal Trade Commission member, expanding his powers over the government, including certain regulatory agencies.</p><p>A U.S. ban on new models of Chinese ‌data center ⁠devices would likely hit China’s <a href=\"https://laohu8.com/S/300308\">Zhongji Innolight</a>, one of the biggest global sellers of transceivers, which was added to the Pentagon’s list of alleged Chinese military-backed companies in June. The list can be a harbinger of tougher action. Innolight did not respond to requests for comment.</p><p>A ban could also raise costs for American cloud firms such as <a href=\"https://laohu8.com/S/AMZN\">Amazon</a> Web Services, as it may force them to transition to other producers such as U.S.-based <a href=\"https://laohu8.com/S/COHR\">Coherent</a> and <a href=\"https://laohu8.com/S/LITE\">Lumentum</a>, which stand to benefit from the measure.</p><p>Innolight has a leading 27% share of the global data center transceiver market, according to Counterpoint Research. Coherent and Lumentum sell competitive technology but ⁠lack the scale to replace Chinese vendors, according to a report by the Foundation for American Innovation. Innolight generates 90% of its revenue outside China, the report added.</p><p>AWS, Coherent and Lumentum did not respond to requests for comment.</p><p>The FCC has imposed similar curbs on Chinese drones, routers, robots and inverters, as first reported by Reuters.</p><p>In line with those restrictions, the agency would ban all imports of new transceiver models and then exempt many ⁠non-Chinese suppliers from the restrictions, three of the sources said.</p><p>Trump drew attention during his first term to alleged intellectual property theft by Chinese firms and state-sponsored spying by Huawei, which the company denies.</p><p>But Trump has taken a less aggressive approach during his second term after Beijing&#39;s use of export controls on rare earth minerals last year.</p><p>Reuters reported in February that the Commerce Department, which ⁠has tools to police the tech supply chain for perceived threats from China, shelved a group of import restrictions on China — including one targeting Chinese data center equipment — following a trade war détente last October.</p><p>But the FCC has stepped in, announcing the drone and router bans in December and March, respectively, via its so-called Covered List, created by Congress to bar future equipment sales by foreign companies whose products pose national security risks. Moves against Chinese inverters and robots followed last week.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Trump Administration Drafting Ban on Chinese Data Center Devices, Sources Say</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTrump Administration Drafting Ban on Chinese Data Center Devices, Sources Say\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1032215980\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2026-08-04 21:36</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>WASHINGTON, Aug 4 (Reuters) - The Trump administration is drafting a ban on U.S. imports of new models of Chinese data center components, four people familiar with the matter told Reuters, as it seeks to protect the infrastructure that undergirds the AI boom.</p><p>The Federal Communications Commission, which oversees the U.S. telecom ‌industry, is working on the measure to bar imports of new Chinese optical transceivers, which allow data to travel over fiber-optic cables at the speed of light within data centers. Officials hope to publish it this year, when it would take effect.</p><p>Optical-networking stocks jumped in morning trading. <a href=\"https://laohu8.com/S/FN\">Fabrinet</a> and <a href=\"https://laohu8.com/S/AAOI\">Applied Optoelectronics</a> rose 18%; <a href=\"https://laohu8.com/S/POET\">POET Technologies</a> rose 15%; <a href=\"https://laohu8.com/S/COHR\">Coherent</a> rose 14%; <a href=\"https://laohu8.com/S/CRDO\">Credo Technology</a> rose 9%; <a href=\"https://laohu8.com/S/LITE\">Lumentum</a> and <a href=\"https://laohu8.com/S/CIEN\">Ciena</a> rose 8%;  <a href=\"https://laohu8.com/S/SMTC\">Semtech</a> rose 7%; <a href=\"https://laohu8.com/S/GLW\">Corning</a> rose 6%.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/134be45cc135918eef36c4ecf59742e1\" tg-width=\"652\" tg-height=\"430\"/></p><p>The move, not previously reported, aims to prevent Chinese firms from stealing data, installing malware or disrupting service at U.S. data centers, which house the chips to train and run AI models.</p><p>The FCC could still modify or shelve the restriction, the sources stressed, speaking on condition of anonymity to discuss sensitive matters. But it is the latest example of the Trump administration trying to limit Chinese technological incursions into cutting-edge U.S. industries before they become embedded in the ⁠supply chain.</p><p>&#34;Transceivers definitely pose a risk,&#34; said Divyansh Kaushik, an AI policy expert at Washington, D.C., advisory firm Beacon Global Strategies. &#34;As the data center buildout scales up, you want to make sure the data center supply chain is secure from the get-go,&#34; he added.</p><h2 id=\"id_766297360\" style=\"text-align: start;\">CHINA WILL RESPOND IF NECESSARY: EMBASSY</h2><p>The White House and the FCC did not respond to requests for comment. The Chinese embassy in Washington said Beijing urges the United States to &#34;heed the objective and rational voices of the business communities in both countries&#34; and &#34;stop smearing Chinese companies and threatening them with sanctions.&#34;</p><p>&#34;China will take all necessary measures in response to any action that causes material harm to its interests,&#34; it added.</p><p>China hawks in the administration are keen to avoid another situation like Huawei, where telecom equipment made by the heavily sanctioned Chinese firm was so deeply embedded in U.S. infrastructure that efforts to remove it were slow, expensive and incomplete.</p><p>The FCC has historically been independent, but in June the U.S. Supreme Court backed President Donald Trump&#39;s firing of a Democratic Federal Trade Commission member, expanding his powers over the government, including certain regulatory agencies.</p><p>A U.S. ban on new models of Chinese ‌data center ⁠devices would likely hit China’s <a href=\"https://laohu8.com/S/300308\">Zhongji Innolight</a>, one of the biggest global sellers of transceivers, which was added to the Pentagon’s list of alleged Chinese military-backed companies in June. The list can be a harbinger of tougher action. Innolight did not respond to requests for comment.</p><p>A ban could also raise costs for American cloud firms such as <a href=\"https://laohu8.com/S/AMZN\">Amazon</a> Web Services, as it may force them to transition to other producers such as U.S.-based <a href=\"https://laohu8.com/S/COHR\">Coherent</a> and <a href=\"https://laohu8.com/S/LITE\">Lumentum</a>, which stand to benefit from the measure.</p><p>Innolight has a leading 27% share of the global data center transceiver market, according to Counterpoint Research. Coherent and Lumentum sell competitive technology but ⁠lack the scale to replace Chinese vendors, according to a report by the Foundation for American Innovation. Innolight generates 90% of its revenue outside China, the report added.</p><p>AWS, Coherent and Lumentum did not respond to requests for comment.</p><p>The FCC has imposed similar curbs on Chinese drones, routers, robots and inverters, as first reported by Reuters.</p><p>In line with those restrictions, the agency would ban all imports of new transceiver models and then exempt many ⁠non-Chinese suppliers from the restrictions, three of the sources said.</p><p>Trump drew attention during his first term to alleged intellectual property theft by Chinese firms and state-sponsored spying by Huawei, which the company denies.</p><p>But Trump has taken a less aggressive approach during his second term after Beijing&#39;s use of export controls on rare earth minerals last year.</p><p>Reuters reported in February that the Commerce Department, which ⁠has tools to police the tech supply chain for perceived threats from China, shelved a group of import restrictions on China — including one targeting Chinese data center equipment — following a trade war détente last October.</p><p>But the FCC has stepped in, announcing the drone and router bans in December and March, respectively, via its so-called Covered List, created by Congress to bar future equipment sales by foreign companies whose products pose national security risks. Moves against Chinese inverters and robots followed last week.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"300308":"中际旭创","LU0949170426.SGD":"Blackrock Global Multi-Asset Income A6 SGD-H","LU0648000940.SGD":"Natixis Harris Associates Global Equity RA SGD","SPRX":"Spear Alpha ETF","BK4559":"巴菲特持仓","BK4596":"哈里斯概念","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","LU0784384876.USD":"Blackrock Global Multi-Asset Income A6 USD","LU1880398471.USD":"AMUNDI FUNDS GLOBAL EQUITY \"A2\" (USD) ACC","CRDU":"Tradr 2X Long CRDO Daily ETF","LITE":"Lumentum Holdings Inc.","LU0648001328.SGD":"Natixis Harris Associates US Equity RA SGD","BK4550":"红杉资本持仓","HK0000304805.HKD":"PICTET 战略收益基金 P类港元","HK0000304797.USD":"PICTET 战略收益基金 P类 美元","LU2125154935.USD":"ALLSPRING (LUX) WF GLOBAL EQUITY ENHANCED INCOME \"I\" (USD) INC","IE00BN29S564.USD":"JANUS HENDERSON BALANCED \"A3\" (USD) INC","ONLN":"ProShares Online Retail ETF","BK4598":"佩洛西持仓","BK4551":"寇图资本持仓","SGXZ80539844.SGD":"ALLIANZ GLOBAL HIGH PAYOUT \"AMI\" (H2-SGD) INC","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","LU0965508806.USD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (USD) INC","USAW.SI":"AMZN 3xLongSG261006","COHC":"Corgi COHR 2x Daily ETF","LU1808992512.USD":"AB ALL CHINA EQUITY PORTFOLIO \"A\" (USD) ACC","COHH":"Leverage Shares 2X Long COHR Daily ETF","LU0528227936.USD":"富达环球人口趋势基金A-ACC","LU2028103732.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AMG\" (USD) INC","LU2580892789.USD":"FRANKLIN SEALAND CHINA A-SHARES \"A\" (USD) ACC","LU1979441026.SGD":"AB SICAV I - 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The Trump administration is drafting a ban on U.S. imports of new models of Chinese data center components, four people familiar with the matter told Reuters, as it seeks to protect the infrastructure that undergirds the AI boom.The Federal Communications Commission, which oversees the U.S. telecom ‌industry, is working on the measure to bar imports of new Chinese optical transceivers, which allow data to travel over fiber-optic cables at the speed of light within data centers. Officials hope to publish it this year, when it would take effect.Optical-networking stocks jumped in morning trading. Fabrinet and Applied Optoelectronics rose 18%; POET Technologies rose 15%; Coherent rose 14%; Credo Technology rose 9%; Lumentum and Ciena rose 8%;  Semtech rose 7%; Corning rose 6%.The move, not previously reported, aims to prevent Chinese firms from stealing data, installing malware or disrupting service at U.S. data centers, which house the chips to train and run AI models.The FCC could still modify or shelve the restriction, the sources stressed, speaking on condition of anonymity to discuss sensitive matters. But it is the latest example of the Trump administration trying to limit Chinese technological incursions into cutting-edge U.S. industries before they become embedded in the ⁠supply chain.\"Transceivers definitely pose a risk,\" said Divyansh Kaushik, an AI policy expert at Washington, D.C., advisory firm Beacon Global Strategies. \"As the data center buildout scales up, you want to make sure the data center supply chain is secure from the get-go,\" he added.CHINA WILL RESPOND IF NECESSARY: EMBASSYThe White House and the FCC did not respond to requests for comment. The Chinese embassy in Washington said Beijing urges the United States to \"heed the objective and rational voices of the business communities in both countries\" and \"stop smearing Chinese companies and threatening them with sanctions.\"\"China will take all necessary measures in response to any action that causes material harm to its interests,\" it added.China hawks in the administration are keen to avoid another situation like Huawei, where telecom equipment made by the heavily sanctioned Chinese firm was so deeply embedded in U.S. infrastructure that efforts to remove it were slow, expensive and incomplete.The FCC has historically been independent, but in June the U.S. Supreme Court backed President Donald Trump's firing of a Democratic Federal Trade Commission member, expanding his powers over the government, including certain regulatory agencies.A U.S. ban on new models of Chinese ‌data center ⁠devices would likely hit China’s Zhongji Innolight, one of the biggest global sellers of transceivers, which was added to the Pentagon’s list of alleged Chinese military-backed companies in June. The list can be a harbinger of tougher action. Innolight did not respond to requests for comment.A ban could also raise costs for American cloud firms such as Amazon Web Services, as it may force them to transition to other producers such as U.S.-based Coherent and Lumentum, which stand to benefit from the measure.Innolight has a leading 27% share of the global data center transceiver market, according to Counterpoint Research. Coherent and Lumentum sell competitive technology but ⁠lack the scale to replace Chinese vendors, according to a report by the Foundation for American Innovation. Innolight generates 90% of its revenue outside China, the report added.AWS, Coherent and Lumentum did not respond to requests for comment.The FCC has imposed similar curbs on Chinese drones, routers, robots and inverters, as first reported by Reuters.In line with those restrictions, the agency would ban all imports of new transceiver models and then exempt many ⁠non-Chinese suppliers from the restrictions, three of the sources said.Trump drew attention during his first term to alleged intellectual property theft by Chinese firms and state-sponsored spying by Huawei, which the company denies.But Trump has taken a less aggressive approach during his second term after Beijing's use of export controls on rare earth minerals last year.Reuters reported in February that the Commerce Department, which ⁠has tools to police the tech supply chain for perceived threats from China, shelved a group of import restrictions on China — including one targeting Chinese data center equipment — following a trade war détente last October.But the FCC has stepped in, announcing the drone and router bans in December and March, respectively, via its so-called Covered List, created by Congress to bar future equipment sales by foreign companies whose products pose national security risks. Moves against Chinese inverters and robots followed last week.","news_type":1,"symbols_score_info":{"300308":1.91,"FN":2,"ILDR":0.6,"HULL":0.6,"CRDU":0.6,"WANT":0.6,"RTH":0.6,"AMZD":0.6,"COHR":1.82,"AMZW":0.6,"ALAB":2,"SPRX":0.6,"ALMU":2,"OGIG":0.6,"CIEN":2,"COHX":0.6,"USAW.SI":0.6,"GLW":2,"LUMA":0.6,"COHH":0.6,"LITE":2,"CLIX":0.6,"SMTC":2,"ONLN":0.6,"AMZU":0.6,"POET":2,"AMZP":0.6,"CRDO":2,"GLWG":0.6,"AAOI":2,"AZYY":0.6,"AMZN":1.85,"LABX":0.6,"LWLG":2,"AMZZ":0.6,"COHC":0.6,"AMZY":0.6,"LITX":0.6,"FOTO":0.6,"AXTI":2,"03308":1.91,"EGGY":0.6}},"isVote":1,"tweetType":1,"viewCount":223,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":593259785896616,"gmtCreate":1785865310028,"gmtModify":1785865313079,"author":{"id":"3580955744929134","authorId":"3580955744929134","name":"Stockkid","avatar":"https://static.tigerbbs.com/6e58310c6a80ddfbcb69e0989cda7858","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3580955744929134","idStr":"3580955744929134"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/GLWG\">$Leverage Shares 2X Long GLW Daily ETF(GLWG)$ </a> bullish","listText":"<a href=\"https://ttm.financial/S/GLWG\">$Leverage Shares 2X Long GLW Daily ETF(GLWG)$ </a> bullish","text":"$Leverage Shares 2X Long GLW Daily ETF(GLWG)$ bullish","images":[{"img":"https://community-static.tradeup.com/news/a3c51b1389d899853932c20d549eac2e","width":"882","height":"1520"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/593259785896616","isVote":1,"tweetType":1,"viewCount":363,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":586023633105000,"gmtCreate":1784102383416,"gmtModify":1784102730479,"author":{"id":"3580955744929134","authorId":"3580955744929134","name":"Stockkid","avatar":"https://static.tigerbbs.com/6e58310c6a80ddfbcb69e0989cda7858","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3580955744929134","idStr":"3580955744929134"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/MUU\">$Direxion Daily MU Bull 2X Shares(MUU)$ </a> bullish. As news reported, micron oder full till y2028. But with more countries adorpted ai factories. Data centre and micron hbm will be in tremendous demand than current. More token, more agent etc","listText":"<a href=\"https://ttm.financial/S/MUU\">$Direxion Daily MU Bull 2X Shares(MUU)$ </a> bullish. As news reported, micron oder full till y2028. But with more countries adorpted ai factories. Data centre and micron hbm will be in tremendous demand than current. More token, more agent etc","text":"$Direxion Daily MU Bull 2X Shares(MUU)$ bullish. As news reported, micron oder full till y2028. But with more countries adorpted ai factories. Data centre and micron hbm will be in tremendous demand than current. More token, more agent etc","images":[{"img":"https://community-static.tradeup.com/news/3c4d2036c7ac64d87f2c9c36b09ac8e1","width":"894","height":"1424"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":15,"commentSize":1,"repostSize":7,"link":"https://ttm.financial/post/586023633105000","isVote":1,"tweetType":1,"viewCount":2084,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3479274792513179","authorId":"3479274792513179","name":"peepie","avatar":"https://static.tigerbbs.com/d08ad56d0cf912758e58222fffc1f75b","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3479274792513179","idStr":"3479274792513179"},"content":"I added last week too, HBM ramp is faster than expected 🚀","text":"I added last week too, HBM ramp is faster than expected 🚀","html":"I added last week too, HBM ramp is faster than expected 🚀"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":580807659070680,"gmtCreate":1782828989424,"gmtModify":1782828992643,"author":{"id":"3580955744929134","authorId":"3580955744929134","name":"Stockkid","avatar":"https://static.tigerbbs.com/6e58310c6a80ddfbcb69e0989cda7858","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3580955744929134","idStr":"3580955744929134"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/MVLL\">$GraniteShares 2X Long MRVL Daily ETF(MVLL)$ </a> billish","listText":"<a href=\"https://ttm.financial/S/MVLL\">$GraniteShares 2X Long MRVL Daily ETF(MVLL)$ </a> billish","text":"$GraniteShares 2X Long MRVL Daily ETF(MVLL)$ billish","images":[{"img":"https://community-static.tradeup.com/news/d12f1f38113437687e8aae7939743aa1","width":"894","height":"1424"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/580807659070680","isVote":1,"tweetType":1,"viewCount":849,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":578833152283408,"gmtCreate":1782341608526,"gmtModify":1782341611858,"author":{"id":"3580955744929134","authorId":"3580955744929134","name":"Stockkid","avatar":"https://static.tigerbbs.com/6e58310c6a80ddfbcb69e0989cda7858","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3580955744929134","idStr":"3580955744929134"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/MVLL\">$GraniteShares 2X Long MRVL Daily ETF(MVLL)$ </a> bullish&nbsp;","listText":"<a href=\"https://ttm.financial/S/MVLL\">$GraniteShares 2X Long MRVL Daily ETF(MVLL)$ </a> bullish&nbsp;","text":"$GraniteShares 2X Long MRVL Daily ETF(MVLL)$ bullish","images":[{"img":"https://community-static.tradeup.com/news/5124495b70620e80f49116d47f933231","width":"894","height":"1424"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/578833152283408","isVote":1,"tweetType":1,"viewCount":1455,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":576248332419344,"gmtCreate":1781710608595,"gmtModify":1781710611924,"author":{"id":"3580955744929134","authorId":"3580955744929134","name":"Stockkid","avatar":"https://static.tigerbbs.com/6e58310c6a80ddfbcb69e0989cda7858","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3580955744929134","idStr":"3580955744929134"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/01141\">$CMBC CAPITAL(01141)$ </a> bullish&nbsp;","listText":"<a href=\"https://ttm.financial/S/01141\">$CMBC CAPITAL(01141)$ </a> bullish&nbsp;","text":"$CMBC CAPITAL(01141)$ bullish","images":[{"img":"https://community-static.tradeup.com/news/7afa9d04404b5e2f0736a4db983b0a23","width":"894","height":"1391"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/576248332419344","isVote":1,"tweetType":1,"viewCount":954,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":573029976015064,"gmtCreate":1780935184571,"gmtModify":1780935187895,"author":{"id":"3580955744929134","authorId":"3580955744929134","name":"Stockkid","avatar":"https://static.tigerbbs.com/6e58310c6a80ddfbcb69e0989cda7858","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3580955744929134","idStr":"3580955744929134"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/PACB\">$Pacific Biosciences of California(PACB)$ </a> buy more&nbsp;on dip","listText":"<a href=\"https://ttm.financial/S/PACB\">$Pacific Biosciences of California(PACB)$ </a> buy more&nbsp;on dip","text":"$Pacific Biosciences of California(PACB)$ buy more on dip","images":[{"img":"https://community-static.tradeup.com/news/04d6820ee6435468a2400bde360fbea1","width":"894","height":"1424"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/573029976015064","isVote":1,"tweetType":1,"viewCount":1082,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":573025408853240,"gmtCreate":1780934129499,"gmtModify":1780934132736,"author":{"id":"3580955744929134","authorId":"3580955744929134","name":"Stockkid","avatar":"https://static.tigerbbs.com/6e58310c6a80ddfbcb69e0989cda7858","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3580955744929134","idStr":"3580955744929134"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/PACB\">$Pacific Biosciences of California(PACB)$ </a> buy more in dip","listText":"<a href=\"https://ttm.financial/S/PACB\">$Pacific Biosciences of California(PACB)$ </a> buy more in dip","text":"$Pacific Biosciences of California(PACB)$ buy more in dip","images":[{"img":"https://community-static.tradeup.com/news/25354399d4f82567eeb0e326ce94e008","width":"894","height":"1424"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/573025408853240","isVote":1,"tweetType":1,"viewCount":1099,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"defaultTab":"following","isTTM":true}