Looks interesting but how much time bef it's a commodityRead some of the PR, but optical accessories, how long before it's commoditized. Anyone who has deep technical knowledge pls chime in, what happens when it is realized that the 100s of billions in tech investment isn't paying off ? All those expansion projects grind to a halt. Many huge scalers questioning the ROI already, so it's a game of musical chairs like in 2000 with fiber buildout way ahead of applications, as soon as one of em sits down the others follow, esp if cash flow down in slowing economy.
optical parts has been a low margin situation for years, despite the AI monicker slapped on and maybe the patents.
even lumn was upgrade from sell to hold after shorts covered. head scratcher
Also why listed in US but still on Van in Canada.
thx