JEEZ

much ado about something

[JEEZ @jeezg0]

The optical layer physically connecting every GPU cluster on Earth ripped today:

$AAOI +23.59%
$TSEM +17.96%
$NOK +11.20%
$COHR +9.36%
$AEHR +8.53%
$LITE +5.37%
$VIAV +2.05%
$CIEN +1.57%

The compute is the headline. The interconnect is the trade.

[JEEZ @jeezg0]

$AAOI dumping from $174 to $152 in an hour and I’m yawning. Record $151M revenue, +51% YoY, first volume 800G shipments out the door, 1.6T ramping in Q2. Hyperscale optical demand is a multi-year build, not a quarter. Long and adding.