Anyone still dumping optical module stocks right now is a total clown. You can… · @Hodl5x · TwKit

@Hodl5x

Anyone still dumping optical module stocks right now is a total clown. You can’t even lay out the logic. You would’ve only really seen this problem show up in optical interconnect companies’ earnings over two straight quarters next year. Now Elon Musk told you ahead of time, and that actually speeds things up. Hyperscalers keep driving compute expansion, and optical interconnect, data hall cooling, and power management that should’ve gone along with that expansion can all move forward smoothly. But you start selling after hedge funds already dumped all of it? That’s just dumb as hell.

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