Corey 🍌

Tigerking

[Corey 🍌 @xdr003]

@BitverseApp

[Corey 🍌 @xdr003]

@BitverseApp

[Serenity @aleabitoreddit]

Did you remember my $AXTI InP substrate bottleneck call last year anon?

IntelliEPI CEO (Q1 2026 ER):

"The InP substrate shortage is a bottleneck for the entire AI infrastructure"

Digitimes: "Taiwan's IntelliEPI warns of severe indium phosphide supply shortage"

I said as photonics ramps: There was going to be a major InP bottleneck as all the next-gen AI architectures go optical.

This was most goated call with AXT as the upstream chokepoint.

I'm usually a few months ahead of time, but they play out directionally.

While I'm sitting in existing bottlenecks up 1800%+, I'm long CPO as the next major supercycle.

[Serenity @aleabitoreddit]

Just reiterating my disbelief:

I have never seen a sector more bullish than CPO.

GS reported Optical TAM 9X from $15b in 2026 -> US$154b in 2028

CPO making up $91B of that.

Starting from ~$164M (Modor for 2026 / sampling) to $91 Billion (GS 2028)

55,000%+ CPO growth curve starting from today

This is exactly why algorithms / analysts mess up because they might look at TTM revenue at these CPO names.

But everything happens in the next two years with $SIVE to Shunsin to MSSCorps to $SOI.

This is Zero to 100 from a massive architectural shift pushed by $NVDA.

I genuinely still don't think retail or markets understand what's coming yet.

[Corey 🍌 @xdr003]

@aleabitoreddit @grok 帮我总结下

[Corey 🍌 @xdr003]

@DilwaleAashiqui @daqian474 @BBBBTTTCC @SexytoBaby @SexytoDoll @SexytoGirl @GetXBot 原视频

[Corey 🍌 @xdr003]

@raazama1989 @GetXBot 原视频

[Corey 🍌 @xdr003]

@Bitget_zh 33

[Corey 🍌 @xdr003]

111111111111

[Corey 🍌 @xdr003]

@BingXOfficial @usddio 1

[Corey 🍌 @xdr003]

@BlockSecTeam @LefterisJP @CurveFinance BlockSec did a great thing, why are you blaming him, what is wrong with the world

[Corey 🍌 @xdr003]

@MetaDockTeam @OpenAI 6666

[Corey 🍌 @xdr003]

@Phalcon_xyz @tenderly @ethbelgrade Industry No. 1 meets Industry No. 2

[Corey 🍌 @xdr003]

@StargateDeFi stargate > arbitrum fr‼️💯

[Corey 🍌 @xdr003]

杭州东

[Corey 🍌 @xdr003]

小龙虾