
Tuesday, August 27, 2024 7:37:06 AM
"At the 2024 Optical Fiber Communications Conference and Exhibition, it was evident that almost all photonic suppliers must now demonstrate 200G lanes for potential 4-channel 800Gbps modules. Further, hyperscalers were calling out for technologies that would take them quickly and efficiently to 400Gbps lanes and even 800Gbps lanes (where a 4-channel 400Gbps per lane module creates an aggregate 1.6Tbps, and a 4-channel 800Gbps per lane achieves 3.2Tbps modules)."
As info it looks like the shorts are back at 20.8 million shares, they will not go down easy, IMO it will take the Industry to awaken them. Look what happened to asts when the shorts started recovering, 3 Bucks to 30 Buck in about 3 months shorts have recovered 25% of the shorted shares over that period.
X. So now we know the industry largely ignored the 400 gig marlet (no doubt waiting on Perkinamine data), this is going to be fun, but the shorts won't go down without a fight, by that I mean more disinformation and additional shorting, the market to them is a game, but AI is forcing the industry right to us with foundry produced wafers in-hand baby.
Buyout is written all over this company.

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