Outlier Capital(@outliercapx):Bullish — $LITE $COHR $AAOI $SIVE Deutsche Bank: Lumentum’s advanced 200G lasers are “sold out for the foreseeable future,” at roughly 2x the prior-generation ASP. The Street is finally waking up and positioning. The next bottleneck is not the GPU. It is the laser that lights the link. Sold out, and the price went up. That window does not stay open. Move now, take advantage of this dip!

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Outlier Capital@outliercapx

2026.10.08 15:44

Bullish — $LITE $COHR $AAOI $SIVE Deutsche Bank: Lumentum’s advanced 200G lasers are “sold out for the foreseeable future,” at roughly 2x the prior-generation ASP. The Street is finally waking up and positioning. The next bottleneck is not the GPU. It is the laser that lights the link. Sold out, and the price went up. That window does not stay open. Move now, take advantage of this dip!