Outlier Capital(@outliercapx):Bullish — $LITE $AAOI $SIVE $CRDO $CIEN Evercore, today: “Connectivity between and inside data centers is becoming an increasingly critical gating factor for frontier LLM monetization.” They have just upgraded $CIEN, PT $375 → $550. Optical TAM +24% CAGR to $52B by FY29. They see a path to >40% growth if supply stays tight. As I’ve been saying, the AI trade is no longer just chips. I am long many of these stocks, massive potential upside, NFA. If you found this valuable, drop a follow

Outlier Capital

@outliercapx

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Outlier Capital@outliercapx

2026.09.22 12:05

Bullish — $LITE $AAOI $SIVE $CRDO $CIEN Evercore, today: “Connectivity between and inside data centers is becoming an increasingly critical gating factor for frontier LLM monetization.” They have just upgraded $CIEN, PT $375 → $550. Optical TAM +24% CAGR to $52B by FY29. They see a path to >40% growth if supply stays tight. As I’ve been saying, the AI trade is no longer just chips. I am long many of these stocks, massive potential upside, NFA. If you found this valuable, drop a follow—it helps me a lot!