原文：
Serenity 白毛女-中文翻译（公开）
Serenity 白毛女-中文翻译（公开）
原文：
IMO photonics theme + CW laser chokepoint is goated.
It's legit like markets have short term memory loss and forgot how $LITE went from $3B -> $65B+ from 2024 to now.
Because $NVDA caused EML bottlenecks, and forced architectural changes.
We're literally seeing the same
翻译：
我认为光子学主题加上连续波激光瓶颈是最好的。
就像市场有短期记忆丧失，忘了$LITE从2024年到现在是如何从30亿美元增长到650亿美元以上的。
因为$NVDA导致了EML瓶颈，并迫使进行架构变化。
我们现在正在看到同样的情况
IMO photonics theme + CW laser chokepoint is goated.
It's legit like markets have short term memory loss and forgot how $LITE went from $3B -> $65B+ from 2024 to now.
Because $NVDA caused EML bottlenecks, and forced architectural changes.
We're literally seeing the same
翻译：
我认为光子学主题加上连续波激光瓶颈是最好的。
就像市场有短期记忆丧失，忘了$LITE从2024年到现在是如何从30亿美元增长到650亿美元以上的。
因为$NVDA导致了EML瓶颈，并迫使进行架构变化。
我们现在正在看到同样的情况
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