@kawzinvests · Long LITE

Optics go brrr

"Potential FCC rules on optical transceivers more likely to come at 3.2T" - $LITE, $AAOI, $COHR, $SIVE. Morgan Stanley met with Washington officials: - Restrictions would likely start at 3.2T modules made in China (800g/1.6T would be left alone) - Potential restrictions would

Read asLong LITE+6 more

Since the call—

unrankedThe analyst's rank today

Medium · 0.76Confidence

Thu, Oct 1Tweeted

Fri, Oct 2 closeCounted from

7% of the basket · day 14fades out by Nov 12

Rank per close

#259

Oct 4

#261

Oct 5

#243

Oct 6

#178

Oct 7

#201

Oct 8

#185

Oct 11

#330

Oct 12

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Oct 15