Reported Q1 earnings miss on revenue and EPS while issuing weak Q2 guidance below market expectations, despite starting 800G shipments.

Highly bearish outlook due to extreme valuation metrics (88 forward P/E, 22x P/S, 18x P/B) and negative EBITDA.

Reported strong YoY revenue growth in data centers, but faced a 'double miss' and lowered guidance according to external analysis.

Faced a significant downturn, dropping 14%.

Described as a high-beta photonics play with a very bullish technical chart.

Experienced sector contagion and downward pressure following the Poet Technologies crash.

Mentioned as a name of interest.

Up 12% despite short-seller reports, likely driven by a retail squeeze.

Viewed as a proxy for AI supply chain bottlenecks in the optics sector.