This is not the optics rally.
This is the appetizer.
$LITE, $COHR, $AAOI, $CIEN, $AXT, $CRDO… the whole stack moved today.
Most people still don’t understand how tight the optical bottleneck is getting.
$CRDO is doing something special after hours. Will drop an explanation later.
Thank me in Q1, not yet.
Hey @grok, how many bullish posts regarding the Optics/Networking stack ($LITE $COHR $AAOI $SIVE $CRDO and others) have I (@outliercapx) posted in the last month?