Patient Investor(@PSInvestor):The memory + connectivity shift OP flags is already forcing copper’s end. Scale-up fabrics hit hard limits past ~72-144 GPUs — only CPO + silicon photonics solve the bandwidth/power wall. Laser pure-plays ( $COHR, $LITE ) and $AVGO Tomahawk CPO are locking the next leg of this $550B spend.

Patient Investor

@PSInvestor

Real Estate Developer | Investor '16 | NFA Perma Bull 13x $MU 10x $APLD 8X $CIFR 5x $NVTS & more | Next $KOPN $RDW $OSS $AMPG $QS $LIDR $ACHR🧘‍♂️

参加 June 2025

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Patient Investor@PSInvestor

2026.07.27 05:09

The memory + connectivity shift OP flags is already forcing copper’s end. Scale-up fabrics hit hard limits past ~72-144 GPUs — only CPO + silicon photonics solve the bandwidth/power wall. Laser pure-plays ( $COHR, $LITE ) and $AVGO Tomahawk CPO are locking the next leg of this $550B spend.