@pearsonpc · Long LITE · The Analysts

Optical is still winning

$LITE $AAOI $SIVE $IQE $CRDO WOW. Do you get how BULLISH this is? Bloomberg Intelligence (via Yole + CignalAI): 322x. Scale-up optical engines: $279M in 2026 → $90B in 2030. OCS → $8B by 2030. Google is already outsourcing. Copper is dead at these densities. Optics is the

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Since the call—

unrankedThe analyst's rank today

Medium · 0.86Confidence

Sun, Oct 18Tweeted

Mon, Oct 19 closeCounted from

10% of the basket · day 1fades out by Nov 29

Rank per close

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Oct 19