Ben Bajarin(@BenBajarin):It will be consensus, if it isn't already NPO is going to ramp HARD first. This was from our report on the copper to fiber inflection in March. I know the sub is expensive but you would have known early if you read it :) https://t.co/cOwdLzuzpP

Ben Bajarin

@BenBajarin

CEO & Principal Analyst @creativestrat. Full-stack tech analysis from semis to software. Advisor to industry leaders. Technologist at heart. Keeper of Bees.

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Ben Bajarin@BenBajarin

2026.09.18 16:27

It will be consensus, if it isn't already NPO is going to ramp HARD first. This was from our report on the copper to fiber inflection in March. I know the sub is expensive but you would have known early if you read it :)