Outlier Capital(@outliercapx):Get well my friend! @aleabitoreddit Lasers going brrr isn’t random. $LITE just put Qualcomm silicon + Corning fiber on a 1060nm VCSEL die-to-die link at ECOC. ~1 Tb/s/mm shoreline density now. Path to ~4. Built for CPO/NPO + UCIe scale-up. That’s the interconnect wall leaving copper. Optics is pricing it. Bullish! $LITE $COHR $AAOI $SIVE

2026.09.21 16:04

Get well my friend! @aleabitoreddit Lasers going brrr isn’t random. $LITE just put Qualcomm silicon + Corning fiber on a 1060nm VCSEL die-to-die link at ECOC. ~1 Tb/s/mm shoreline density now. Path to ~4. Built for CPO/NPO + UCIe scale-up. That’s the interconnect wall leaving copper. Optics is pricing it. Bullish! $LITE $COHR $AAOI $SIVE

Serenity@aleabitoreddit

2026.09.21 15:48

I'm not having a fun day since I got sick today. But the bottlenecks are having a good time: $AMD +9.13% | $INTC +14.16% | $ARM +14.33% CPUs go brrr $SIVE +10.32% | $AAOI +3.39% | AMS OSRAM +24.61% Lasers go brrr $EWY +4.08% | $DRAM +2.83% | $MU +2.23% Memory go brrr $NBIS +4.7% | $CRWV +5.03% | $IREN +1.73% Compute go brrr Probably most material developments were CPU:GPU ratio expectations + CPU demand (from new AI releases). As well as optical developments from ECOC 2026 (as seen with $MRVL PR + others) Still a lot to catch up on.