"Letter of Surrender from the Optical Module Army"

To the soldiers still holding non-optical module stocks:

You have now reached a dead end. The financial and real estate sectors are mired in crisis, consumer sectors remain sluggish, traditional pharma has yet to recover, and utilities are abandoned by capital like worn-out shoes. Now, only the optical module legion is advancing triumphantly, seizing all computing power positions. Any hope you have of making a comeback is completely gone!

Do you want to break out? You are surrounded on all sides by the overwhelming forces of the optical module army, the flood of AI computing power, and the barrage of capital expenditures. How could you possibly escape?

Yesterday, you tried to use the optical module army as a cash cow—what happened? 1.6T module prices soared by 70%, leading enterprises doubled their net profits, and capital will only continue to flock to this high ground.

Surrender. Lay down your weapons and embrace optical modules, embrace the new future of computing power. 1.6T/CPO technology is waving its flag, calling out to you.

Our army can guarantee the safety of your market value—North American cloud vendors have $300 billion in capital expenditure as a safety net, and the “East Data, West Computing” initiative continues to ramp up. This is your only way out. Think it over! If you agree, then let’s proceed.

— Invincible Optical Module Army Command Headquarters