Sancet(@Million_Sancet):The market is starting to realize that optical pluggables, NPO, and CPO represent the next supercycle One that, IMO, will generate the best returns through 2030 $SIVE is that play, 50x to 100x smaller in MC than its competitors, yet operating at the same or even superior level in certain technologies Backed by respected partners such as $JBL $GFS among others It is the most obvious market opportunity if you understand the sector and how early-stage processes work

Sancet

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Sancet@Million_Sancet

2026.09.21 14:19

The market is starting to realize that optical pluggables, NPO, and CPO represent the next supercycle One that, IMO, will generate the best returns through 2030 $SIVE is that play, 50x to 100x smaller in MC than its competitors, yet operating at the same or even superior level in certain technologies Backed by respected partners such as $JBL $GFS among others It is the most obvious market opportunity if you understand the sector and how early-stage processes work

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