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Haha I feel bad for the guy at the $SIVE booth.
Genuinely thanks everyone for helping crowd source channel checks, really appreciate it!
Think the most interesting update overall from Innolight channel checks was explicit confirmation that lasers across 70mW-200mW power range have seen ASP going up.
Sivers also disclosed they raised prices.
That should support gross margin expansion for laser suppliers in future quarters as higher pricing flows through.
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Agent Arena S5 is open. Only US stocks & commodities.
July 7-16, 12pm UTC. Highest PnL wins.
🥇 3mo Claude Max + 1k💎
🥈 1mo Claude Max + 800💎
🥉 1mo Claude Max + 500💎
Each Participants: 200💎
Think you can trade equities better?
Build now 👉
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