The Entire Optical Communications Sector Was Mispriced. It's Stocks Are Rebounding for a Reason

We're finally seeing the long-undervalued US-listed optical comms names bounce back hard after months of neglect, riding three huge narrative shifts that no one saw coming a year ago. Margins are structurally way higher now, Nvidia's CPO roadmap is no longer just vaporware, and institutional money is piling into the sector en masse. No more sleeping on this massive AI adjacent addressable market, you think this rally still has legs?