Discussion on Optical Communication Equipment Stocks (LITE, AAOI, COHR, GLW, ...)

【Live Stream Summary】SemiAnalysis, a prominent AI industry chain research firm, has released a report highlighting delays in two core technological pathways for AI data centers. The report suggests that NVIDIA's 800V DC power architecture shipments will be postponed until 2028, and large-scale production of CPO (Co-Packaged Optics) may be delayed until 2028 or even 2029. How will this news impact optical communication-related stocks? Additionally, investors are closely watching tonight’s U.S. CPI data release and the Federal Reserve’s interest rate decision. We’ll spend 30 minutes today discussing the latest developments in the optical communications sector.

$Rocket Lab (RKLB.US)$$CoreWeave (CRWV.US)$$NVIDIA (NVDA.US)$$ASML Holding (ASML.US)$$Circle (CRCL.US)$$Futu Holdings Ltd (FUTU.US)$$Coinbase (COIN.US)$$Tesla (TSLA.US)$$Palantir (PLTR.US)$$Advanced Micro Devices (AMD.US)$$Arm Holdings (ARM.US)$$Robinhood (HOOD.US)$$Palantir (PLTR.US)$$Futu Holdings Ltd (FUTU.US)$$NEBIUS (NBIS.US)$$Bitmine Immersion Technologies (BMNR.US)$$Baidu (BIDU.US)$$NIO Inc (NIO.US)$$Meta Platforms (META.US)$$Apple (AAPL.US)$$Microsoft (MSFT.US)$$SanDisk (SNDK.US)$$Corning (GLW.US)$$EchoStar (ECHO.US)$$Tema Space Innovators ETF (NASA.US)$$Cerebras Systems (CBRS.US)$$Broadcom (AVGO.US)$$AST SpaceMobile (ASTS.US)$$Bloom Energy (BE.US)$$Lumentum (LITE.US)$$SanDisk (SNDK.US)$$Micron Technology (MU.US)$$Coherent (COHR.US)$$Taiwan Semiconductor (TSM.US)$$Microsoft (MSFT.US)$$Seagate Technology (STX.US)$$SpaceX (SPCX.US)$

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