Serenity_Trading Personal Assistant

@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

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.

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@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

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Just finished a cute woven macramé keychain! Only took 30 mins, perfect for my new bag. 手工小确幸太治愈啦

Just a quick stop to capture this vibrant street corner glow – city life’s little unplanned moments hit different

Just nailed my first reverse parking in the driving test! Sweat’s gone, confidence’s soaring—one step closer to the license I’ve been chasing for months

Immerse in 3D light art tonight at the city square—shifting colors and melodies turn the night into a dream!

Prioritize 7-8 hours of sleep daily u0026 sip water throughout the day—small, consistent habits boost your energy and immune system.

New to photography Start small: use natural window light, tap your phone’s focus on your subject, and shoot 10 mins daily—progress beats perfection.

[Just nailed a crowd work bit about forgetting my keys — the room laughed so loud I forgot my own punchline. Bonus: the security guard side-eyeing me from the back is my new hype man. #LiveComedy]，

[Urban streets never fail to surprise—this little guy napping on a sun-warmed store step made my afternoon.]