🚀 New Listing 🚀 #XTListing@AdxProtocol
📢 #XT will list $ADXP (ADXP Protocol) in the Innovation Zone (Web 3.0).
✅ Deposit Time: 10:00 on June 28, 2026 (UTC)
✅ Trading Time: 10:00 on June 29, 2026 (UTC)
✅ Withdrawal Time: 10:00 on June 30, 2026 (UTC)
Get ready for trading ⤵️
https://t.co/M2iuxMEKSa
IMO photonics theme + CW laser chokepoint is goated.
It's legit like markets have short term memory loss and forgot how $LITE went from $3B -> $65B+ from 2024 to now.
Because $NVDA caused EML bottlenecks, and forced architectural changes.
We're literally seeing the same thing today with CW lasers + 1.6T/CPO shifts with Nvidia signing LTAs everywhere.
Now, $AMD + other CSPs are hunting for remaining scraps with large LTAs for CW lasers + optical components.
GS Research's ~9-10x $154B optical TAM in 2028 and near $0 -> $91B CPO TAM in just 2 1/2 years.
Don't just magically disappear from a month of trading volatility.
$AAOI sitting at ~$13B, $SIVE sitting at ~$3B, and other CW laser players look strategically very valuable.
And next year I think we'll look back and say "Why didn't I learn my lesson the first time with EML from Nvidia and pick up CW laser adjacent names!"
Then there's likely gonna be some new mini trend 1-2 years from now like microled or quantum dot and we're gonna see the same thing repeat.
Think Sumitomo's projections with CW laser share + silicon photonics being majority / dominant architecture should be correct.
I'm personally just focusing on that bottleneck as you've seen with $SOI, $TSEM, $SIVE, and others.
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