Gaetano(@Gaetano2026):The transition to NPO & CPO will be gradual $LITE $COHR $AAOI $SIVE $SMTC $NOK etc. There will be plenty of time for traditional pluggables and the contents inside them to continue to scale But we are seeing companies try to position themselves for the upcoming architectures by diversifying their portfolios and trying to sell more content into these up and coming systems

Gaetano@Gaetano2026

2026.09.18 10:48

The transition to NPO & CPO will be gradual $LITE $COHR $AAOI $SIVE $SMTC $NOK etc. There will be plenty of time for traditional pluggables and the contents inside them to continue to scale But we are seeing companies try to position themselves for the upcoming architectures by diversifying their portfolios and trying to sell more content into these up and coming systems

Gaetano@Gaetano2026

2026.09.18 00:59

If you want a good optics article to start, read this $LITE $COHR $AAOI $SIVE $NOK etc. Understanding the shift from: Traditional Pluggable Transceviers to NPO & CPO Is really important if you want to invest in optical companies. I laid it out in a simple to understand but still moderately technical way in this article. This could serve as a good foundation to then build upon and see where value shifts as we move optics deeper into the rack Give it a read!