Nedungadi highlights "Data Center Optical Networking" as a subsector that can grow earnings 10-20x, unlike GPUs which are already priced for perfection. As data centers scale, the bottleneck moves from the processor (GPU) to the speed at which data moves *between* processors. This requires massive upgrades in optical interconnects. LONG Optical Networking stocks. Cyclicality in telecom spending (their other major client base).