Outlier Capital
@outliercapx
The Founder.
Asymmetric stocks. Generational wealth.
Portfolio target: 5x+ returns in 5 years.
Join 4K+ readers → Full portfolio + Theses, link.
가입 April 2026
144 팔로잉 중 9.1K 팬
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.
$CRDO is doing something special after hours. Will drop an explanation later.
Thank me in Q1, not yet.
더 보기
Hey @grok, how many bullish posts regarding the Optics/Networking stack ($LITE $COHR $AAOI $SIVE $CRDO and others) have I (@outliercapx) posted in the last month?
