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Call · @clockworksantos · #81 on the leaderboard

@clockworksantos

@clockworksantos · Thu, Sep 10

“Overall, the optical module business in a couple of years is probably $0.5 billion for us. It's big. It's very large. We joined this business in 400G, where we were about 40% of the market share. In 1.6, we probably double that, close to double that. The ASPs have gone from
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tweeted Thu, Sep 10 · counted from Fri, Sep 11 close

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Long SITM · High confidence

Confidence

High0.90

Counted from

Fri, Sep 11 · market close

This call was counted before the first scored close in the window (Sep 9), so it has no rank path yet.

Active call · day 0 · counts fully until Oct 8 · fades out by Oct 22

Scored by a Reserve oracle node · snapshot 2026-09-10 · operator 0x9fed…5815Powered by