Serenity@aleabitoredditPost2026-05-28

Transceiver supply is the next squeeze

Sees the 800G→1.6T transition as supply-constrained at the transceiver layer; flags asymmetric setups before institutional rotation.

“800G → 1.6T transition is a transceiver supply problem, not a demand problem. $AAOI and $SIVE are the names with the cleanest asymmetric setup before institutional rotation.”