Athu@athuinvestsWAIT WHAT?! $SIVE is coming online with 1/6th of the world's current laser capacity by themselves (100M+ CW DFB lasers). And that's before counting their foundry partners producing even more lasers. BULLISH. No wonder Morgan Stanley names them among the top 3 InP laser
Serenity@aleabitoredditMarkets often miss second order implications until it shows up in direct statements. - If $LITE is completely sold out... (largely due to $NVDA bottlenecking everyone else, eg. securing Greensboro capacity), where else do your other companies like $AMD / hyperscalers / etc. get