$POET Tech(POET.US)$Applied Optoelectronics(AAOI.US)$Lumentum(LITE.US)Short term they are all fluctuating because optical communication earnings reports are not expected to be very good, but the real breakout is almost here. Everything, CPU, GPU, RAM, is inseparable from high-speed transmission. Are we still using copper wires for transmission? It's laughable. The trend is actually very clear. 🙇🏻‍♂️

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