5802.TMarket: Japan

Price & Opinions

No price data available.

Opinions on non-trading days appear on the next trading session.

2026-10-06 – 2026-10-12

No negative opinions in this period.

Horizon

Serenity5802.TAAOILITE2026-10-09
From our perspective, "Completely Sold Out, there's no end in sight". With hyperscaler demand visibility into 2030, 2031, the implications are enormous for laser suppliers adding capacity like Sumitomo Electric and $AAOI.
Source

No price data available.

Opinions on non-trading days appear on the next trading session.

2026-10-06 – 2026-10-12

No negative opinions in this period.

Horizon

Serenity5802.TAAOILITE2026-10-09
From our perspective, "Completely Sold Out, there's no end in sight". With hyperscaler demand visibility into 2030, 2031, the implications are enormous for laser suppliers adding capacity like Sumitomo Electric and $AAOI.
Source