LITE#240
Thesis
Glass packaging vital for scaling next-gen AI infrastructure, supply chain from Plan Optik to LITE to Google
Original post text
$P40 (Glass Packaging) ➡️ Silex Microsystems (MEMS Foundry) ➡️ $LITE (Optical Switches) ➡️ $GOOG Here is why a small, specialist engineering firm in Germany (Plan Optik AG, $P4O) holds a vital key to scaling next-generation AI infrastructure: 1. The Copper Wall Traditional https://t.co/kQcH8SBMnr https://t.co/zNu0cO5dsv
Price Tracking
| Label | Ticker | Price | Recorded |
|---|---|---|---|
| t0 | LITE | $863.66 | 2026-06-09 11:01:25 |
| t+1d | LITE | $895.40 | 2026-06-09 11:01:25 |
| t+2d | LITE | $895.40 | 2026-06-09 11:01:25 |
| t+3d | LITE | $895.40 | 2026-06-09 11:01:25 |
Metadata
T0 Price: $863.66
Created: 2026-06-09 10:59:37
Scored: —
Updated: 2026-06-09T11:01:47.424653+00:00