Outlier Capital(@outliercapx):Bullish — $SIVE + $CRDO + $JBL Jabil’s 1.6T LRO module is on the floor at 11W typical. Live at ECOC. Not a PDF. —> Lasers: $SIVE —> DSP: $CRDO —> Modulator: HyperLight —> TFLN Build: $JBL 2.5x lower energy vs conventional. Jabil doesn’t put science projects on a stand. Alpha done. Beta Q4. Production H1’27. $SIVE just got named as the light source. $CRDO just got named as the half-retimed DSP. That’s how 1.6T actually gets built. I’m long and bullish, NFA. PS: Thanks for sharing @carrioresearch and @Hodl5x.

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Outlier Capital@outliercapx

2026.09.23 10:28

Bullish — $SIVE + $CRDO + $JBL Jabil’s 1.6T LRO module is on the floor at 11W typical. Live at ECOC. Not a PDF. —> Lasers: $SIVE —> DSP: $CRDO —> Modulator: HyperLight —> TFLN Build: $JBL 2.5x lower energy vs conventional. Jabil doesn’t put science projects on a stand. Alpha done. Beta Q4. Production H1’27. $SIVE just got named as the light source. $CRDO just got named as the half-retimed DSP. That’s how 1.6T actually gets built. I’m long and bullish, NFA. PS: Thanks for sharing @carrioresearch and @Hodl5x.