1PC
08-27 22:42

@koolgal：
🌟🌟🌟 $YOFC(06869)$ builds the literal, physical highways of global telecom, yet it is $ZJ INNOLIGHT(03308)$ building the high speed highway toll booths & transceiver engines that commands the Trillion Yuan premium & captures the institutional public fund crown. The differentiation we are witnessing is the classic split between physical infrastructure and compute enablement. YOFC is riding a magnificent highly profitable cyclical wave driven by a supply shortage of physical glass. Innolight is riding a structural boom driven by the insatiable exponential scaling of machine intelligence. In this round of optical frenzy, both are winning but they are actually different. YOFC is digging the trenches while Innolight is building the warp drive. @Tiger_comments @TigerStars @Tiger_SG
🌟🌟🌟 $YOFC(06869)$ builds the literal, physical highways of global telecom, yet it is $ZJ INNOLIGHT(03308)$ building the high speed highway toll booths & transceiver engines that commands the Trillion Yuan premium & captures the institutional public fund crown. The differentiation we are witnessing is the classic split between physical infrastructure and compute enablement. YOFC is riding a magnificent highly profitable cyclical wave driven by a supply shortage of physical glass. Innolight is riding a structural boom driven by the insatiable exponential scaling of machine intelligence. In this round of optical frenzy, both are winning but they are actually different. YOFC is digging the trenches while Innolight is building the warp drive. @Tiger_comments @TigerStars @Tiger_SG

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