Viavi Solutions is presented as a winner because its validation and testing equipment is required for all replacement transceivers.
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the trump administration is telling you exactly where to invest (again): US companies for OPTICAL TRANSCEIV...
Aug 5, 2026
The creator discusses potential investment opportunities in US-based optical transceiver manufacturers, citing a reported Trump administration plan to ban Chinese-made data center devices.
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Lumentum is identified as a key beneficiary because it is the sole supplier of 200G PAM4 EML lasers required for transceivers.
Applied Optoelectronics is highlighted as a beneficiary of potential bans on Chinese optical transceivers due to its vertical integration.
Intel is cited as a historical example of a stock that rose after the US government took an equity stake.
Dell is mentioned as a historical example of a stock that performed well following a previous Trump recommendation.
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VIAVbuy opened Aug 5, 2026
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