Reminiscent of $NVDA w/ $LITE + $COHR: Foxconn is now considering joint investments to avoid upstream material shortages. Foxconn Interconnect Chairma...

Serenity: 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 architectural shifts toward CW, ahead of the current industry consensus.

And fully agree with Lightmatter/Citi.

Just for