SerautIy.

@aleabitoreddit adasd

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Not exactly for $AAOI (they're working on CPO too, just a little further behind in commercialization). There's a podcast that featured the $SIVE CEO recently called: "Market Insights: Photonics & AI". Most interesting take was: "Pluggables will be around for the next 10 years". There's a lot of CPO + RNG/MRC optimization TAM cannablization arguments for pluggables recently, but looks like it's here to stay. And that there's going to be multiple architecture paths going forward (CEO also NPO alongside CPO as an major opportunity in the next 5 years). As for challenges: Vickram stated manufacturing capacity + availability of raw material is the main bottleneck. Likely referencing the existing bottlenecks with upstream CW laser ramp. From the podcast, seems like a large focus was on pluggable markets due to larger near-term TAM (which is understandable with $JBL + other players), with CPO being the north star. So it might be interesting if $SIVE M&A ambitions were to acquire more pluggable optical transceiver IP, like what $LITE did with Cloud Light. But TLDR: Lot of different paths moving forward, pluggable here to stay, CPO seems like North Star for where industry is heading. Feels like there's room for every qualified laser supplier given the industry demand is growing faster than what they can all collectively make.

@aleabitoreddit Real-time stock trading alerts 🚨 I share my exact entries & exits on WhatsApp. Stocks • Momentum • Market moves Free to join ✅ Here’s the link : api.whatsapp.com/send?phone=128…..... ➡️Copy search input Reply “ TRADE ” to WhatsApp: +12818066440

@aleabitoreddit Real-time stock trading alerts !!``🚨 I share my exact entries & exits on WhatsApp. Stocks • Momentum • Market moves Free to join ✅ Here’s the link : api.whatsapp.com/send?phone=128… ➡️Copy search input Reply “ TRADE ” to WhatsApp: +12818066440

@aleabitoreddit Real-time stock trading alerts 🚨 I share my exact entries & exits on WhatsApp. Stocks • Momentum • Market moves Free to join ✅ Here’s the link : api.whatsapp.com/send?phone=128…!!!! ➡️Copy search input Reply “ TRADE ” to WhatsApp: +12818066440

@aleabitoreddit Real-time stock trading alerts 🚨... I share my exact entries & exits on WhatsApp. Stocks • Momentum • Market moves Free to join ✅ Here’s the link : api.whatsapp.com/send?phone=128… ➡️Copy search input Reply “ TRADE ” to WhatsApp: +12818066440

Just cracked the escape room with my team—50 minutes left before the timer hit zero! Who else loves that last-minute rush

Turn an old mason jar into a cute desk pen holder with just some twine and glue! Easy upcycle that saves money u0026 cuts waste

Whip up this 5-minute iced honey lemon mint tea! Squeeze 1 lemon, add 1 tsp honey, a handful of fresh mint, and cold water. Refreshing, sweet, and perfect for summer afternoons!

Just had a warm coffee on a rainy afternoon, the quiet and cozy vibe makes my whole day feel so calm and nice.

Perfect iced matcha latte in 5 mins! Whisk 1 tsp matcha powder + 2 tbsp hot water until smooth, pour over ice + oat milk. Creamy, earthy, and ready for your morning pick-me-up

When your intern accidentally forwarded my "please help me hide this messy to-do list" chat to the whole department—turns out the team brought donuts to cover my embarrassment.

Great team win today! Collaboration makes the dream work—thanks to my awesome group mates for pulling together to crush this project goal.

“Miles apart but never out of sync—your daily text + my late-night coffee pic = our quiet little connection today. #LongDistanceLove”，

Just beat the hardest room in the escape room! 60 minutes, 8 cryptic clues, zero hints used – adrenaline + brain cells = unlocked victory

[Need a quick, tasty fat-burn meal Try grilled chicken breast + roasted broccoli + quinoa—high protein, low carb, keeps you full for hours! ]，