GS has mapped out the CPO supercycle with unholy projections of 9x TAM projections.
From $15B to $154B in a short timeframe. CPO contributing $91B.This is why I’m so bullish on $SIVE as one of bleeding edge CPO laser suppliers. Reminds me of the horse Golden Tempo.But for lasers.Still a small $1.5B MC, while all the others are tens of billions.Source: Serenity
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