Outlier Capital(@outliercapx):Bullish — $LITE $COHR $AAOI $SIVE Needham: “CPO is the single most important technology transition for solving AI’s networking bottleneck through 2028 and beyond”. As I’ve said repeatedly this is a multi-year architecture call and more and more institutions are starting to see it too. The first wave was compute. The binding constraint is now getting light next to the chip. Position yourself before it’s too late. PS: I am long many stocks mentioned here. NFA.

2026.09.17 12:47

Bullish — $LITE $COHR $AAOI $SIVE Needham: “CPO is the single most important technology transition for solving AI’s networking bottleneck through 2028 and beyond”. As I’ve said repeatedly this is a multi-year architecture call and more and more institutions are starting to see it too. The first wave was compute. The binding constraint is now getting light next to the chip. Position yourself before it’s too late. PS: I am long many stocks mentioned here. NFA.