The OCS market size has doubled to $4 billion, wit

The OCS market size has doubled to $4 billion, with Scale-Across bandwidth demand being 14 times that of WAN. CPO enthusiasm has cooled, and a 4x expansion in laser chip production is still insufficient. JP Morgan has thoroughly explained the optical communication landscape! Following the OFC conference, JP Morgan conducted an in-depth analysis of five leading optical communication companies (Ciena, Cisco, Coherent, Fabrinet, Lumentum), with key conclusions as follows: The OCS market size has been revised upward from $2 billion to $4 billion. Coherent has already shipped 64×64 and 320×320 systems, and Lumentum's 300×300 product is expected to achieve a run rate exceeding $1 billion by 2027. Scale-Across bandwidth demand across data centers is 14 times that of WAN, a problem that must be solved after AI computing power exceeds the capacity of a single facility. Optimism in the CPO (Co-Packaged Optics) industry has cooled, with only limited adoption expected in the 100T switch generation. InP lasers are the most critical supply constraint. Coherent announced a 2x capacity expansion by 2026 and another 2x by 2027, yet supply still falls short of demand.

Review: Does macro matter? Even the big buns are hitting new highs❗️❗️

Under geopolitics, excellent companies have all hit new highs...

Move less, stabilize your emotions.

My own emotions are unstable.

First, look at the group less to avoid disturbance...😂 Working on it.

🧏🏻‍♀️Look for opportunities to adjust positions tonight.

Previously, many price levels for storage S have pulled back to some ideal points.

There's a chance to buy a bit of $Roundhill Memory ETF(DRAM.US)

$Direxion Daily MU Bull 2X Shares(MUU.US)

Spend more time settling down and reading books when you have time 📖📚

"The Untethered Soul" has a very crucial point:

What truly hurts you is not the event itself, but your reaction to the event.

Outside, there are only events, no pain. Pain is your internal reaction to the event.

The essence of the problem has always been the internal reaction; cultivate a stable core.

Learning a bit about Jung's eight functions is also helping me grow.

Allow the inner child to grow up slowly.

In the end, life may require living in inner comfort.

Continuously review and refine relationships, both external & internal.

$Tradr 2X Long Lite Daily ETF(LITX.US)$Lumentum(LITE.US)

佩宁渊瑾财商成长系

$Tradr 2X Long Lite Daily ETF(LITX.US) Lumentum Announces Acquisition of Qorvo's Indium Phosphide Wafer Fab

3/24/2026, Fiber Optics News: On March 17, 2026, during the OFC exhibition in Los Angeles, Lumentum, a global leader in optical communications, held an investor roadshow themed "Illuminating the Networks of Tomorrow," disclosing its core layout, capacity planning, technology direction, and growth targets in the field of AI data center optical communications. A key capacity move from this roadshow has been realized: Lumentum announced on March 17th the completion of its acquisition of Qorvo's wafer fabrication facility located in Greensboro, North Carolina, USA. The factory is fully operational and equipped with compound semiconductor equipment. Lumentum plans to commence mass production of UHP lasers in early 2028, which is expected to unlock an annualized revenue capacity of $5 billion, forming the core capacity foundation supporting the company's long-term growth. According to property documents from Guilford County, Lumentum acquired Qorvo's integrated facility and two land parcels at 7908 Piedmont Triad Parkway for a total of $18 million, and disclosed the acquisition and its plans for the site at the OFC event. Lumentum has recently achieved several important milestones: receiving a strategic investment from NVIDIA and announcing its inclusion in the S&P 500 index. It is understood that the seller, Qorvo, is headquartered in Greensboro and is a key component supplier for end manufacturers like Apple and Samsung. The company had previously announced plans to close its Greensboro wafer fabrication facility in North Carolina and transfer capacity to a facility near Dallas, as part of a strategic shift towards higher-margin markets such as defense and aerospace. It also announced a merger with Skyworks, an analog and mixed-signal semiconductor manufacturer based in Irvine, California, in October 2025, which was approved by shareholders of both companies in February 2026.

What does this indicate ❗️❗️❗️ Everyone, think about it.