EML Protocol
EMLDigital ecosystem that connects all services
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EML Protocol is a comprehensive platform that provides a wide range of services and features to make users’ daily lives simple and convenient. Through services such as TrustBridgeX, TrustTravelX, and TrustMarketX, it provides users with valuable experiences such as secure transactions, social networking, and trading of various goods and services, all of which are done using the EML token.
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“White-Haired Stock God” Serenity: Continuous-Wave Lasers Could Become Core Bottleneck for AI Optical Interconnects; Related Assets Hold Strategic Value
“White-Haired Stock God” Serenity stated on X platform that he believes the "photonics theme + continuous-wave (CW) laser bottleneck" is one of the most important investment directions in the current AI infrastructure field.Serenity pointed out that the market seems to have overlooked Lumentum's (LITE) market cap growth from about $30 billion in 2024 to over $65 billion, with the core reason being the EML laser supply bottleneck driven by NVIDIA and changes in the optical network architecture.He believes the market is currently experiencing a similar logic, where continuous-wave lasers, 1.6T optical modules, and CPO (Co-Packaged Optics) architecture have become the focus of a new round of industrial upgrades. As NVIDIA continues to sign long-term supply agreements, AMD and other cloud service providers are competing for supply chain resources for continuous-wave lasers and optical components.Serenity cited Goldman Sachs research, stating that the total addressable market (TAM) for the optical communications market could grow to $154 billion by 2028, while the CPO market size is expected to surge from nearly zero to $91 billion within the next two and a half years.He stated that companies including Applied Optoelectronics (AAOI), SIVE, and other continuous-wave laser-related enterprises all hold strategic value, and believes the market may once again replicate the investment opportunities brought by the EML laser supply crunch. He is currently focusing on related assets in the continuous-wave laser supply chain, such as SOI, Tower Semiconductor (TSEM), and SIVE.
“White-haired Stock Guru” Serenity: OE Solutions Could Be One of the Most Reasonable M&A Targets in the Optical Communications Sector
“White-haired Stock Guru” Serenity posted on X, stating that he believes South Korean optical communications company OE Solutions (138080.KQ) is one of the most reasonable choices among potential acquisition targets for large downstream enterprises.Serenity pointed out that the company currently has a market cap of approximately $215 million, yet possesses scarce EML/CW laser intellectual property (IP). He believes that companies such as Source Photonics or Suzhou Dongshan Precision Manufacturing could gain greater strategic value through vertical integration by acquiring OE Solutions.Serenity noted that given the substantial R&D investment and capital expenditure required for expanding wafer fabs and initial construction, and the fact that OE Solutions itself remains a relatively small optical firm, it holds certain M&A appeal. He also disclosed that he currently holds a position in the company.