LammyB2

largest single dark pool on record for $SPY EVER ahead of the first FOMC with a new fed chair, what can go wrong?

Mizuho Research: No delays on CPO or 800v dc. Revised up optical engine projections from $NVDA demand ramp. - Next phase in CPO for long term, believes InP DFB lasers remains the focus (hello $SIVE). VSCEL and microLED remain "unproven" in short distance in rack + chip to chip for 1.6T+ - HVDC deployment on track, 800VDC incremental volume 2027, with higher penetration in 2028. What a stupid CPO related selloff recently.

Mizuho Research: No delays on CPO or 800v dc. Revised up optical engine projections from $NVDA demand ramp. - Next phase in CPO for long term, believes InP DFB lasers remains the focus (hello $SIVE). VSCEL and microLED remain "unproven" in short distance in rack + chip to chip for 1.6T+ - HVDC deployment on track, 800VDC incremental volume 2027, with higher penetration in 2028. What a stupid CPO related selloff recently.

$NVDA Networking Senior Vice President refuting recent analyst reports on delays: - “ the most exciting stuff is co-packaged optics.” - There is no delay in H2 CPO product delivery schedule. - CPO switch will enter mass production and begin ramping up customer deliveries as planned in the second half of 2026 This was a media article, original interview source credit should have been credited to Tae Kim / Computex. Something fun to note too was this quote “Gilad was VERY enthusiastic about the CPO ramp from Nvidia.” Both near term and long term. Yeah… I’m extremely bullish on CPO alongside Nvidia.

I went through every earnings call across the entire 800G and 1.6T supply chain and mapped out the actual supply vs. demand. The $LITE CEO said it best: "We are significantly under shipping demand. It's certainly greater than that 30% number. We are having to make choices as to who we support." > $LITE has every laser it can make through the end of 2027 already sold. > $AAOI is expanding capacity 10x and the CEO still said demand will outrun it through mid-2027. > $FN said demand far exceeded what they shipped last quarter. Named lasers as the first constraint. > $CIEN added $600M to its backlog in a single quarter. Now sitting at $7.7B. > $CSCO raised its hyperscaler AI order guidance from $5B to $9B mid-year with one quarter left. That is purchase orders. Not projections. Full report is free to read. Link in replies or link in bio.