Serenity: Expected strong financial report from LITE, industry supply and demand tight

Lumentum, Coherent, CoreWeave, and others will release their financial reports this week. Serenity believes that AAOI's Q2 financial report shows a 20-40% imbalance in demand for optical transceivers, with lasers being the main bottleneck. POET shareholders' meeting revealed that laser suppliers will sell out their production capacity in the next two years, and Nvidia has locked in the supply. Serenity expects LITE's financial report to be strong and points out that pricing often occurs before the financial report is released.