Wow, there's gem after gem in $AAOI earnings for $SIVE + other laser player readthrough. 1. AAOI not meaningfully participating in CPO first-gen deplo...

Wow, there's gem after gem in $AAOI earnings for $SIVE + other laser player readthrough.1. AAOI not meaningfully participating in CPO first-gen deployments."We just can’t make enough of them [CPO lasers] to be involved in their current first-generation [CPO] deployments because there’s just not enough capacity. We have to prioritize our ability to make lasers for our own transceivers first"So first-gen CPO laser deployments, might even be narrowed down further for Western players like $SIVE, $LITE, $AVGO, and $COHR.And independent CPO CW laser capacity became more valuable if $AAOI had to turn away more customers...Also remember Trendforce was talking about $AMD singing CW...