According to CoinMeta, Serenity expects LITE's financial report to be strong, pointing to a tight supply and demand in the industry. This week, companies such as Lumentum, Coherent, and CoreWeave will release their financial reports. Serenity believes that AAOI's second-quarter financial report shows that the demand for optical transceivers is imbalanced, ranging between 20% and 40%, with lasers being the main bottleneck. In addition, Poet's shareholders' meeting revealed that the production capacity of laser suppliers has been sold out for the next two years, and NVIDIA has secured the supply.