We just received one of the most important signals in a long time.
A couple days ago I put out a report on the oversupply concerns that some investors have on the Photonics industry.
I covered all the different layers where oversupply may show up, the companies that could be impacted, potential timelines to watch for and more.
When you get a chance, read it here:
Now today we got some great insight from Goldman Sachs. And it has a lot of insight if you know how to unpack it.
I won’t share the image here because this is a paid newsletter and I don’t have rights to it. You can see the image on social media here:
There are four areas I want to unpack:
Optical Cables
Optical Connectors
Optical Devices
InP Substrates
With many of these stocks down ~50% from highs, understanding the current state is extremely important and will provide many opportunities.
My goal is to make you all as informed as possible.
I highly recommend reading this article.
Let’s unpack.