Ciena & Fabrinet:
The Road Ahead for Optics
We look at where optics and photonics are heading, combining our industry work with conversations with management at $FN and $CIEN. Both are key players in the optical ecosystem.
We partnered with @damnang2 on this piece to bring an engineering perspective that complements our investment research.
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Good strategy report from GS.
$NVDA: In Conversation
Posting page 1 here.
Full 30-page report is free below.
