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@carrioresearch · 2026-10-17 18:18

$NVDA $LITE $INTC $AVGO $CRDO $GLW $TSM $AAOI $FORM $TER $AEHR OCP 2026 optics, all in one place! 🔥 What's inside: · 11 companies, one by one: what each said at ECOC/CIOE in September, what it said at OCP in October, and what changed (Meta, NVIDIA, Microsoft, Oracle, Lumentum, Intel, Broadcom, Credo, Corning, Innolight and TSMC) · 5 related names: Sivers, Applied Optoelectronics, FormFactor, Teradyne and Aehr · The three themes speakers kept coming back to: supply can't keep up, demand is splitting across LPO, LRO, NPO and CPO, and reliability · Hyperscaler capex and cash flow, and where the cycle stands …… The questions everyone is asking: · Why did optics stocks fall 20-30% the same week NVIDIA said "we're shipping" CPO? · CPO, NPO or pluggables: who wins where? · Can the hyperscalers keep paying? · Which layer recovers first? Go read it👇

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