Citibank TMT: "lasers and optical fibers are being positioned as the "next HBM." I've been talking about lasers like $LITE / $AAOI since 2025... and a...

Serenity: Goldman Sachs in their recent note upgraded their global optical module market forecast to:

- $67.7 billion (+33% revision) for 2026
- $131.4 billion (+81% revision) for 2027
- $148.5 billion (+115% revision) for 2028

For $NVDA Rubin Ultra, GS increased its modeled optical