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.

Outlier Capital

@outliercapx

The Founder. Asymmetric stocks. Generational wealth. Portfolio target: 5x+ returns in 5 years. Join 4K+ readers → Full portfolio + Theses, link.

加入 April 2026

107 正在关注 5.7K 粉丝

Outlier Capital@outliercapx

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.

显示更多