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LIWEI_TW Capital
@LIWEI_TWCapital
Focusing on photonic stocks until 2027: $AAOI, $SIVE, Shunsin (TWE:6451)
加入 January 2024
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Market rumors: Finisar optical modules price increase by 15-20%, mirroring the recent surge in memory prices. This once again confirms the logic of this chart. 🚀 ‘’Finisar’’ is a subsidiary of $COHR (Coherent Corp.). The recent price increase in optical modules signals tight supply in the market, which has significantly enhanced the bargaining power of optical module suppliers
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