Fittech still looks good despite vertical-integration worries, because it addresses bottlenecks that make sense to outsource. Its known-good-die test and sort for DFB and EEL lasers tackles one key bottleneck, and its FAU assembly automation means machine sales either to companies bringing that work in-house or to companies offering it as a service. x.com 

Fittech and Ennostar, which pivoted from MicroLED, should benefit from silicon photonics and CPO over the next 12 months while keeping the MicroLED call option. That holds even if, as @aleabitoreddit says, MicroLED itself is far too early for anything CPO-related. x.com 

Fabrinet is levered to 3-to-10-year growth themes while being much less cyclical than pure optical transceiver makers. Its vectors include co-packaged optics, data-center interconnect, lidar and sensors for physical AI, and custom ASIC work, and the optical cycle likely has a 3-5 year runway left. It also benefits from hyperscaler direct programs that sidestep transceiver companies, and serves aerospace, industrial and medtech markets too. The stock looks to be consolidating after a repricing. … Show more

FOCI's CPO coupling opportunity faces a future share test because Largan plans to ship qualified fiber arrays during FOCI's 2027-28 ramp. For now, both call arrays and FAUs short, so this reads as added capacity, not lost share. FOCI began booking small FAU revenue at 3.2T and above in Q3; most of its growth is still older business. Largan's line is due by end-Q2 2027. If CPO switches ship in volume and FOCI's monthly revenue stays flat into 1H27, share becomes the question. x.com  x.com 

Applied Optoelectronics makes optical transceivers for data-center networks, which AI scaling needs. x.com 

Fabrinet is the strategic bottleneck for 1.6T optical interconnects, as its proprietary 5-axis active alignment solves the sub-0.5-micron laser coupling these transceivers need. HPC revenue jumped to $86M in Q2 FY26 from $15M on 200G EML lasers for Nvidia networking. Its Thailand Building 10 expansion starts going live in July 2026, AWS and Google broaden the customer base, and it holds $961M cash with no net debt. At about 3.6x forward sales, it is not priced for hype. x.com 

FOCI's ReLFACon reflowable lensed fiber array connector is its moat in CPO: it links fiber arrays directly into silicon-photonics CPO modules with heat-tolerant materials matching the chip's thermal expansion, holding alignment through hot packaging. Its fiber array units, about 40% of CPO module cost, partly decide whether CPO can be mass-produced. Himax and TSMC ties make it Taiwan's core FAU player. @aleabitoreddit expects Nvidia's Computex keynote to lift Taiwan optics including FOCI. x.com 

FOCI Fiber Optic Communications could sit at the center of Nvidia's co-packaged optics supply chain as AI data centers move from pluggable fiber to CPO in 2026. It has built fiber array units with TSMC for over three years, has 1.6T and 3.2T specs in the pipeline, and its proprietary ReLFACon technology removes the need for separate transceivers. A patent trail linking FOCI, Himax and TSMC suggests it is Nvidia's exclusive CPO fiber array supplier. A daily SuperTrend buy signal just confirmed. … Show more

Applied Optoelectronics is best of breed in fiber-optic connectivity, or arguably second after Lumentum, and a play on future growth even though its fundamentals could be better. A very small float, a short ratio above 12% and a forming higher low suggest a squeeze is coming. x.com 

FOCI is positioned for a coming fiber-array-unit bottleneck in co-packaged optics, where supply cannot meet demand. Per UDN, Largan Precision, FOCI and China's TFC have entered Nvidia's FAU supply chain; about 20,000 Spectrum-X systems shipped this year would need roughly 600k-700k FAUs, demand should reach several million units in 2027, and existing capacity cannot meet it. It is a tad early, with mass production expected in H2 2027. x.com