$LITE

So photonics ripped overnight. Days after we flagged the same constraint across $LITE, $AAOI, and $COHR in our weekly AI constraints newsletter ..Indium phosphide lasers. AI infra is a rotating scarcity map. Compute, memory, power, packaging, optics. the alpha is knowing which layer just became scarce. https://t.co/5qiFFPDNEq