optical

CPO folks, listen up... the game is about to kick off fast 😎

News from Foxconn:
> Optical switches $NVDA have started early shipments
> The unit estimate has also gone up 📈

And $LITE dropped a bomb at the Mizuho conference today:
"We’ll start shipping Scale-Up optical products in H2"

**So what does that mean?**
CPO = Co-Packaged Optics = the new fuel for AI
Everyone thought this was a 2027 story...
These guys are already planning to ship in H2 2025 💎

Early delivery for $NVDA = Demand is legit, bro
LITE is scaling up fast = Competition is heating up

**What’s your take?**
Are you jumping into the CPO sector or just keeping it on your watchlist? 👇

#CPO #AI #Semiconductors #Optical