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"$CLS Bullish $CIEN Bullish thoughts $LITE Bullish"
X Link @techvisionasia 2025-10-17T00:27Z XXX followers, XXX engagements
"$NVDA $AVGO $LITE $GLW Copackaged optics moved from a future curiosity to an actionable design choice at this years OCP. The networking track itself called out 102T switch architectures copackaged optics as a headline theme and the optical colocated workshop focused on nextgen interconnect packaging linking the CPO narrative to real facility requirements around power density reliability and serviceability. That programming shift matters: OCP is explicitly framing CPO as a mainstream option for AI factories rather than an R&D detour. NVIDIA used OCP week to reinforce a CPOfirst direction on"
X Link @TheValueist 2025-10-16T20:20Z 2753 followers, 1052 engagements
"$ANET $COHR $CIEN $CLS Tape first. By 1pm the group is bid across the board with breadth concentrated in names leveraged to AI interconnect racks and test; the 1D z-scores are mostly positive signaling a factor tailwind to AI plumbing during the OCP Global Summit news cycle. OCPs 2025 theme is explicitly AI with new crossproject workstreams to standardize rack power cooling and networking building blocks for AI clusters; the foundation also rolled out a new Open Data Center for AI initiative which is catalyzing ecosystem announcements this week. Meta contributed detail on nextgen network"
X Link @TheValueist 2025-10-16T17:28Z 2752 followers, 4750 engagements
"Networking very strong today. I take there are some major announcements coming out of OCP. Unfortunately Im not there. $ANET $COHR $CIEN $CLS"
X Link @TheValueist 2025-10-16T17:00Z 2752 followers, 3376 engagements