Summary
The article is a teaser arguing that one optical-networking company is hiding in plain sight: NASDAQ-listed, growing optical networking revenue 13% QoQ, and with annual revenue that will easily surpass its market cap. The author says they took a new optics position but never names the company or a ticker, so the piece supports continued interest in optical networking while containing no directly tradeable idea.
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•The author describes optics as 'one of the top performing themes in the market this year,' with many companies re-rating significantly and growing broadly.
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•The article asserts it has found an undervalued optical company that 'trades on NASDAQ' and whose 'annual revenue will easily surpass its market cap.'
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•The unnamed company's 'Optical Networking rev grew 13% QoQ,' according to the author.
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•The author has 'taken a new optics position' but deliberately withholds the company's identity, saying it is 'hiding in plain sight.'