Last year I called out $Lumentum(LITE.US), $Coherent Corp.(COHR.US), $Applied Optoelectronics(AAOI.US), $AXT(AXTI.US), and Innolight before the supercycle...
This year: Found $SOI, which was the SiPH substrate = $AXT(AXTI.US).Then $SIVE, which was the CPO = $Lumentum(LITE.US). Might have found the CPO equivalent of $Applied Optoelectronics(AAOI.US).Curious if anyone can guess?Source: Serenity
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