小捕手 Chaos
小捕手 Chaos|Jul 02, 2026 12:38
Optical communication is one of the favorite sectors of the 'White-Haired Stock God.' She previously mentioned AAOI and SIVE by name. Here are two bullish reasons: ▌Optical communication is the core bottleneck in AI development. The beneficiaries aren’t just optical modules but the entire photonics supply chain. This could potentially replicate the massive rally we saw with LITE back in the day. ▌Geopolitical shifts and supply chain restructuring are driving value re-evaluation. The market size of some core materials in optical communication could grow more than 10x. Based on this, here’s a related opportunity to share: The A-share optical communication leader Zhongji Innolight (market cap over 1.2 trillion RMB) is set to go public in Hong Kong soon. The company focuses on high-end optical modules, with projected revenue of about 38.2 billion RMB in 2025. Over 90% of its revenue comes from overseas, deeply integrated into the global AI supply chain of companies like NVIDIA and Google. Its Pre-IPO vault is now live on @OpenstockInc: ▌Vault page: https://opn.st/s/ZNJX ▌Deposit deadline: July 7, 2026 ▌How to participate: Deposit USDC to receive vault tokens, which can be redeemed for net profits after the target goes public. The vault size is $10 million, and nearly 70% of the quota has already been filled. Note: Vault tokens only represent a claim on the net profits of the vault, not direct ownership of the stock. As for the platform, OpenStock was created by the former Polynomial team and positions itself as an on-chain access layer for capital markets, starting with high-demand Pre-IPO vaults. Polynomial, as a perpetual contract protocol operating for 4 years and handling over $9 billion in trading volume, has a solid track record. That said, all investments carry risks, so please DYOR before participating.
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