This is very bullish for $CRDO . By the way, many of the market makers in optical stoc…

MASSIVE DELAY: Just 3 months after Jensen demoed Kyber NVL144 at GTC, it has faced major setbacks and has been delayed by more than 12 months, pushing it back to 2028.

many of the market makers in optical stocks are based in Shanghai, China. That should help explain why $AAOI sold off so brutally. It wasn't just the SemiAnalysis report.