fiber optics
2 statements across 1 episodes · 1 bullish · 1 bearish · 1 people on the record · first statement Jul 29, 2026 by Michael Hurlston · across every show →
Everything said about fiber optics, oldest first
Jul 29, 2026 positive
Jul 29, 2026 bearish
Hurlston: Fiber optics demand is creating an industry manufacturing bottleneck
“So there's a bottleneck that's developing. I think you talked about it with Tony. And as these fiber optics becomes more and more prevalent in data center, it's creating an ever tighter noose around the industry because there's only so much we can do so quickl…”