TLDR of Innolight investor relations takeaways: 1. "Overall, 1.6T market demand has not contracted; instead, 800G demand has increased significantly c...

TLDR of Innolight investor relations takeaways:1. "Overall, 1.6T market demand has not contracted; instead, 800G demand has increased significantly compared with previous expectations"Prob most important takeaway as a whole was 800G demand revision (also longer tail demand). Which is a bullish read through on US transceiver makers like $AAOI, $COHR, $LITE. Lot of new customers like neoclouds, AI model companies, contributing to overall demand rather than just hyperscalers, diversification always a bonus. 2. Innolight said...