Hock Tan dropping a signal: laser demand is crushing supply across the industry, and they're doubling down on capacity. That's a clear tailwind for $LITE shareholders—capacity expansion into undersupplied markets = pricing power + volume growth. If hyperscalers and AI infrastructure keep scaling, optical interconnects and laser components stay tight. Watch $LITE for margin expansion as they ramp. This isn't just a cyclical bounce—it's structural demand meeting constrained supply.