Moving bits between tens of thousands of GPUs — optical is non-negotiable.
COHR | LITE | CIEN | ANET | |
|---|---|---|---|---|
| COHR | · | 0.71 | 0.68 | 0.42 |
| LITE | 0.71 | · | 0.65 | 0.31 |
| CIEN | 0.68 | 0.65 | · | 0.43 |
| ANET | 0.42 | 0.31 | 0.43 | · |
Ticker order reflects hierarchical clustering assignment. Tighter green blocks on the diagonal = stronger sub-clusters within the bubble.
No dedicated thematic ETF yet. Capital access via broad tech or sector ETFs only.