Morgan Stanley on CPO today
Cool to see $SIVE $SIVEF get a mention
"Key participants include Broadcom and NVIDIA in switch platforms, Lightmatter, Ayar Labs, Marvell/Celestial AI, and POET in optical engines and photonics, TSMC, GlobalFoundries, and Tower in silicon photonics foundry capacity, and Lumentum, Coherent, and Sivers in laser supply."
$AVGO $NVDA $POET $GFS $LITE $COHR