Coverage
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Investment conviction●○○○○1 of 5
Research target—Stock price target
Investment thesis statusNEEDS_MORE_DATALast reviewed 7/14/26
Market cap$63.05BSnapshot value
Research history
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800G/1.6T coherent optical transport for data center interconnects — the optical networking layer connecting GPU clusters. Competitor to ANET/CSCO. $4B rev, P/E 25.
No published catalysts yet.
No published invalidation criteria yet.
No social-sentiment snapshot available.
Snapshot · 7/14/26No positioning snapshot available.
Snapshot · 7/14/26