#41
Thesis
CPO supercycle thesis; optical TAM expanding 5x to $73B by 2030, CPO contributing $15B per BofA/Goldman
By @ParadisLabs · View post ↗
Original post text
CPO supercycle beginning. BofA: Optical TAM 5x from $14B (2025) to $73B (2030). CPO contribution $15B. Matches Goldman low-end scenario.
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Created: 2026-05-26 11:35:50
Scored: —
Updated: 2026-06-04T18:33:54.544789+00:00