$LITE

$LITE Management Speech from Mizuho Technology at today’s conference. The company expects to start shipping CPO scale up optical products in the second half of 2027. With formal ramp up in 2028. No delays, as this aligns with previous timelines shared. So today, we also got confirmation from $NVDA SVP no delays on CPO scale out timelines H2 2026, and they’re beginning mass production. And $LITE management also stated no delays on CPO scale up timeline. The leading companies in Nvidia and Lumentum probably know their own timelines the better than incorrect analyst reports telling them no. And both are incredibly bullish on TAM and opportunities.