Steve Johnnas

[Steve Johnnas @Browniceon]

@Inv_TTT 确实应该更关注长期价值，谢谢哈哈

[Steve Johnnas @Browniceon]

@AlanShao111 牛逼

[Steve Johnnas @Browniceon]

@xiaohuohuohuoii neo哥可以聊聊对aaoi的看法吗，这波能开始反弹吗

[Steve Johnnas @Browniceon]

@xiaohuohuohuoii 哈哈好的

[Steve Johnnas @Browniceon]

@xiaohuohuohuoii Neo哥明天还看好aaoi吗，夜盘好像走的还行，

[Steve Johnnas @Browniceon]

@wangzhian8848 有谈判的筹码，就有尊重

[Steve Johnnas @Browniceon]

@KotlinerBTC 老师可以讲讲对光模块COHR的看法吗，实在有点迷茫了

[Steve Johnnas @Browniceon]

@KotlinerBTC 但是今天好像be的表现还不错😭

[Steve Johnnas @Browniceon]

@xiaohuohuohuoii 哈哈哈看好久没聊这支股了

[Photon Capital @PhotonCap]

- Coherent ($COHR) officially launched PhotonLink, its integrated optics platform for AI datacenters, at ECOC 2026 on September 21.

- PhotonLink is not simply a transceiver product. It spans the full optical signal chain from light generation through reception and supports CPO, NPO, and emerging chip-to-chip optical connectivity.

- The platform is organized around four functions, Generate, Shape, Guide, and Receive, integrating InP lasers, VCSEL arrays, silicon photonics, isolators, specialty fibers, micro-optics, and detectors.

- $COHR intends to provide not only individual components but also integrated external laser sources, precision fiber assemblies, and optical modules assembled and tested for customers' specific architectures.

- The company says it has more than 10 CPO engagements and more than 10 NPO engagements, with anchor customers and long-term agreements in both architectures, plus more than five engagements in emerging chip-to-chip connectivity.

- PhotonLink revenue is expected to begin ramping in Q4 2026, while $COHR is expanding its 6-inch InP and specialty-fiber manufacturing capacity to support the ramp.

- $COHR says its existing datacenter manufacturing base has already shipped more than 300 million InP lasers and more than one billion InP and GaAs photodetectors, giving PhotonLink an established manufacturing foundation.

> The important part of this announcement is not another optical component. It looks more like $COHR positioning itself as a full-stack AI optical connectivity supplier spanning lasers → SiPh → micro-optics → fiber → detectors → assembly/test.

> Supporting both CPO and NPO is particularly important. Rather than betting on one packaging architecture, $COHR is positioning itself to monetize the broader optical integration layer whichever architecture scales first.

> The numbers that stand out most are 10+ CPO engagements, 10+ NPO engagements, and a Q4 2026 revenue ramp. That suggests PhotonLink is moving beyond an ECOC technology showcase toward customer qualification and commercial deployment.

> This also fits the broader direction of the recent $NVDA-$COHR relationship. As optics moves closer to compute and switching silicon across AI scale-up and scale-out networks, vertical integration across optical components, precision assembly, and test could become increasingly valuable versus supplying lasers alone.

[Steve Johnnas @Browniceon]

@LeeHyun81528 谢谢您，我也决定该调整我的仓位

[Steve Johnnas @Browniceon]

@xiaohuohuohuoii 有技术分析提到BE的波动率处于全年最低的状态，这似乎是个不太积极的信号，neo哥你怎么看😂

[Steve Johnnas @Browniceon]

@cherryPayment 所以这个是aaoi做的事情吗

[Steve Johnnas @Browniceon]

@aleabitoreddit Serenity,你还持有aaoi吗😭最近的atm抛售让人很沮丧

[Steve Johnnas @Browniceon]

@cherryPayment aaoi不会下周继续拉个大的吧😭

[Steve Johnnas @Browniceon]

@xiaohuohuohuoii neo哥，你还在BE里面吗😂

[Steve Johnnas @Browniceon]

@Million_Sancet 与其等待，你不如直接做空