So this is just what I'm seeing with $SIVE and the CW DFB laser chokepoint right now. From optical earnings: 1. $LITE: unexpected demand and imbalance...

So this is just what I'm seeing with $SIVE and the CW DFB laser chokepoint right now. From optical earnings: 1. $LITE: unexpected demand and imbalance for UHP CW lasers. - Had ability to price up ASP for lasers. - Scale up CPO on track for H2 2027 shipments, called out any CPO scale up delay rumors as noise. Lumentum confirmed timelines (that CPO players like Sivers sold off of misleading reports from), high margins, and extreme demand for qualified CW lasers. 2. $AAOI: doesn’t have enough CW laser capacity because of too much optical transceiver demand.- Not meaningfully participating in first-gen CPO...