没有搭上lite的, 可以关注一下aaoi吧

$AAOI's 10x projected rev surge in optical transceiver demand by 2027 for $4.3B ARR off a $5.5B MC...

Is enormous.$LITE and $COHR might be crowded, but.

We'll likely see rotation upstream like:$ASML-type suppliers:

- Aixtron (ETR: AIXA): ~75% share for inp MOCVD
- $VECO -… pic.twitter.com/KN4OKZoTQg

— Serenity (@aleabitoreddit) February 27, 2026

$AAOI looks like an early $SNDK. And is likely going much higher than a $5.5B MC over the next year.

On their earnings call:

- 3 hyperscale customers (probably $GOOGL, $AMZN, $MSFT)

- "they would like to buy all the transceiver we can make for 800G and 1.6". - completely sold… *****VXjqt29hFo pic.twitter.com/lnLyRri6ue

— Serenity (@aleabitoreddit) February 27, 2026

$AAOI EXECUTIVE CALL SUMMARY: Applied Optoelectronics Inc (02/26/26)

Applied Optoelectronics delivered record Q4 2025 results with revenue and gross margin above the high end of guidance and a materially narrower non-GAAP loss than guided, while also introducing an aggressive… pic.twitter.com/RM0q0VTgHx

— TheValueist (@TheValueist) February 27, 2026