Mar. 4 at 12:13 PM
🚨
$GOOGL JUST DROPPED A BOMBSHELL ON CPO... AND NOBODY NOTICED 🚨
👉If this is helpful to you, tap @NasdaqKnight
While everyone was focused on
$LITE $850 PT upgrade today, Needham dropped a NUKE in their note:
"LITE sees an unexpected bonus: Google currently has NO PLANS to adopt CPO in its TPU architecture."
This changes EVERYTHING for the pluggable optics ecosystem.
The Winners (Tier 1):
🔥
$AAOI - Direct transceiver supplier
🔥
$FN - Fabrinet (manufacturing partner)
🔥 Innolight - Major transceiver player
🔥 Traditional transceiver companies
Tier 2 (Epiwafers):
📈
$IQE
📈 Landmark
The Context:
$LITE just got
$850 PT from Needham citing NVDA laser deal . Google's CPO rejection means traditional transceiver demand stays STRONG for longer.
$LITE up 7.4% today at
$826.24 . The optics bull run is just getting started.
Who's positioned in the beneficiaries?