---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000842740.md"
description: "I usually make fun of sellside, but Rosenblatt has pretty goated channel checks on optical names, and their reports are one of the few I like talking about. $Applied Optoelectronics(AAOI.US), $Lumentum(LITE.US), $SIVE, and the laser party has started to recover around the est. timing windows. eg. last month: "Multiple short sellers told them they will likely close their positions... late July and early August". They might have missed that they believed $AMD(AMD.US) would be $Applied Optoelectronics(AAOI.US)'s first CPO customer... since AAOI said they would be missing from first-gen CPO (maybe future gen?)But lot of their talking points about China CPO laser positioning (eg. 2-3 years behind) got corroborated word-for-word from AAOI earnings today."
datetime: "2026-08-07T08:56:52.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000842740.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000842740.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000842740.md)
author: "[Serenity](https://longbridge.com/en/profiles/26792196.md)"
generator: "portal-rs"
---

# I usually make fun of sellside, but Rosenblatt has…


### Related Stocks

- [AAOI.US](https://longbridge.com/en/quote/AAOI.US.md)
- [LITE.US](https://longbridge.com/en/quote/LITE.US.md)
- [AMD.US](https://longbridge.com/en/quote/AMD.US.md)
- [AMDL.US](https://longbridge.com/en/quote/AMDL.US.md)

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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**