Serenity
2026.05.05 09:27

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 $NVIDIA(NVDA.US).

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

Source: Serenity

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