That said, Coherent Corp. is a cleaner, more balanced play. Its broader exposure and better demand visibility make it more resilient if macro conditions turn volatile, while LITE remains the higher-beta, higher-upside bet.
Overall, I do think optical modules are becoming a structural theme for the next few years. Signals from Optical Fiber Communication Conference and memory pricing confirm that AI infrastructure demand is now fully translating into real deployment — and capital is just starting to rotate into this layer.
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