VIAV · Serenity viewpoints

Serenity @aleabitoreddit

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Focused on AI photonics and semiconductor supply chains — sourcing asymmetric setups from bottoms-up value-chain research. Tracks CPO & optical modules closely, with ongoing deep-dives on SIVE, AAOI, LITE, POET.

Quick verdict

VIAV is net bullish (1 bull · 0 bear)

VIAV reports current revenue and POs from CPO testing, indicating CPO timelines are progressing and accelerating, refuting delay claims.

Last spoke: 08/06/2026, 01:23 · conviction 7/10

8-10 confidence views use larger markers▲ Bull▼ Bear● Mention

View History (1, newest first)

08/06/2026, 01:23UTCBullConviction: 7/10REITView on X →
Funniest callout of the year from $VIAV on CPO timelines: "Well, there's been a lot of industry talk [about delays], like, 'Oh, because the yield is going to be slower.' That's all nonsense. CPO and all that thing is moving forward" They stated that Yes there's always issues, but the process is being improved and things are getting better. To follow up on that, the CEO stated: - Viavi has POs for CPO-testing activity - “We’re already getting [CPO revenue] this quarter, and probably in December it will start accelerating.” On a side note, they also stated, 1.6T is "ramping very quickly", should reach parity with 800g next year, and signaled longer tail for 800g demand. TLDR: Seeing CPO test revenues hit for $VIAV to $FORM around now. Nvidia also stated switch-side CPO for scale out and scale across has entered mass production earlier. As for scale up timelines, early production should be H2 2027 for some players, with other CPO players Ayar stating 2028 is the volume inflection period. Basically, all the timelines seem to be the same as before and revenue is starting to hit testing players first.

Ongoing takes on other optical names too

Beyond VIAV, his viewpoint library also covers:

$SIVE · 222 takes $AAOI · 124 takes $NVDA · 120 takes

All tracked tickers →Institutional, insider & congressional activity →

View History (1, newest first)

08/06/2026, 01:23UTCBullConviction: 7/10REITView on X →

Funniest callout of the year from $VIAV on CPO timelines: "Well, there's been a lot of industry talk [about delays], like, 'Oh, because the yield is going to be slower.' That's all nonsense. CPO and all that thing is moving forward" They stated that Yes there's always issues, but the process is being improved and things are getting better. To follow up on that, the CEO stated: - Viavi has POs for CPO-testing activity - “We’re already getting [CPO revenue] this quarter, and probably in December it will start accelerating.” On a side note, they also stated, 1.6T is "ramping very quickly", should reach parity with 800g next year, and signaled longer tail for 800g demand. TLDR: Seeing CPO test revenues hit for $VIAV to $FORM around now. Nvidia also stated switch-side CPO for scale out and scale across has entered mass production earlier. As for scale up timelines, early production should be H2 2027 for some players, with other CPO players Ayar stating 2028 is the volume inflection period. Basically, all the timelines seem to be the same as before and revenue is starting to hit testing players first.