For this CPO/NPO line, the biggest pitfall, I think, is seeing a huge TAM and then directly forcing it onto market cap.
What you really need to watch is who is the first to ramp volumes, who gets stuck at bottlenecks, and whose earnings upside relative to the valuation is still big enough.
$MRVL, $AVGO , $COHR —these are just examples. Other stocks related to optical communications should be evaluated with the same logic too. Don’t get carried away and use the story as valuation.
Chasing price spikes, selling on impulse, or trading based on rumors is all too easy to get treated as “liquidity-only.” I trade when my quant system signals trigger—no FOMO. If you want to sync with my live trades, go to my profile.
What you really need to watch is who is the first to ramp volumes, who gets stuck at bottlenecks, and whose earnings upside relative to the valuation is still big enough.
$MRVL, $AVGO , $COHR —these are just examples. Other stocks related to optical communications should be evaluated with the same logic too. Don’t get carried away and use the story as valuation.
Chasing price spikes, selling on impulse, or trading based on rumors is all too easy to get treated as “liquidity-only.” I trade when my quant system signals trigger—no FOMO. If you want to sync with my live trades, go to my profile.
