Outlier Capital(@outliercapx):Bullish — $LITE $COHR $AAOI $SIVE $CRDO Evercore ISI just called optics a critical bottleneck to the AI buildout. Reasons: FCC is set to boot Chinese suppliers from the U.S. 3.2T market by Q1’27. Yields (for Asian players) are running below what the models need. Lane speeds just went from a 5-year cycle to near-annual. Chinese capacity can’t keep up at the new speeds. Domestic leaders get the scarcity premium. The rack is becoming a network. The bottleneck is still optics. Position before it’s too late. We are long many stocks mentioned here. NFA.

2026.10.28 16:01

Bullish — $LITE $COHR $AAOI $SIVE $CRDO Evercore ISI just called optics a critical bottleneck to the AI buildout. Reasons: FCC is set to boot Chinese suppliers from the U.S. 3.2T market by Q1’27. Yields (for Asian players) are running below what the models need. Lane speeds just went from a 5-year cycle to near-annual. Chinese capacity can’t keep up at the new speeds. Domestic leaders get the scarcity premium. The rack is becoming a network. The bottleneck is still optics. Position before it’s too late. We are long many stocks mentioned here. NFA.