Serenity @aleabitoreddit 7h Not exactly for $AAOI (they're working on CPO too, just a little further behind in commer...

Beneficiary only insofar as pluggables persist; offset by note that AAOI is behind in CPO commercialization.

Post reacts to FT report that $GOOGL Waymo may explore a split with $UBER. Author argues Uber partnering with Waymo was a bad choice because Uber becomes a distribution funnel that benefits Google as Waymo scales; expects Uber would not partner with Waymo in all cities and suggests Uber would prefer partnering with another FSD-4 player like $NBIS “Avride” that Uber partially owns and that doesn’t have a standalone competitor app.

Post highlights Nvidia CEO Jensen Huang joining X to share a letter arguing “open models matter,” with claims that AI will transform every industry and that open models improve safety/cybersecurity, accelerate innovation/diffusion, and enable national “sovereignty.” This is primarily narrative/positioning; no concrete earnings/product/supply-chain catalyst is stated.

Post discusses co-packaged optics (CPO) vs pluggable optics timeline. Says $AAOI is working on CPO but is "further behind in commercialization". Cites a podcast featuring the $SIVE CEO; key takeaway quoted: "Pluggables will be around for the next 10" (interpretable as ~10 years), implying slower CPO displacement and reduced near-term disruption for pluggable-focused vendors.

Post cites informal channel checks that AMD’s Helios scale-up networking roadmap may adopt co-packaged optics (CPO) in future generations, and that broader hyperscaler/industry adoption of CPO is expected. This is a forward-looking packaging/interconnect thesis that could be bullish for AMD’s AI networking competitiveness and for public optics/photonics suppliers, but lacks specifics (names, timing, sourcing), reducing near-term tradability.

Social post thanking a Belgian newspaper (De Tijd) for covering the author’s supply chain thesis in CPO (co-packaged optics) + photonics, and mentioning tickers AAOI, XFAB, and MRVL. No new fundamental datapoints or catalyst details provided beyond media coverage/awareness.

User complains about spam/bots on X and hopes the platform improves moderation. No concrete market-moving info or catalysts provided.

Post argues HPS.A (Hammond Power Solutions) is nearing a 2-month technical timeframe level and remains a compelling “compounder” due to strong transformer-demand visibility, solid backlog, and high market share in dry-type transformers. Mentions “Transformers in the Sky” up 83.3% (unclear reference/benchmark).

Analysis reset: X provider unavailable during stale source-analysis outage; event preserved without source analysis.