Serenity previews the CPO stock earnings week: Expects LITE’s earnings results to be very strong, though price movements typically occur ahead of earnings announcements.

U.S. stock leaders in optical modules Lumentum, Coherent, and computing infrastructure provider CoreWeave are set to release earnings reports this week, with Serenity previewing the upcoming CPO (Co-packaged Optics) stock earnings week. Serenity points out that AAOI’s newly released Q2 2026 earnings report shows a 20-40% imbalance in optical transceiver demand, with lasers emerging as the primary bottleneck. POET disclosed at its June Annual General Meeting (AGM) that the production capacity of its three major laser suppliers is fully booked for the next two years, and NVIDIA has secured supply through investments, confirming tight industry supply-demand dynamics. Serenity stresses it does not make earnings price movement predictions, noting: “Because most of the time it’s like flipping a coin. But I can say that much of the pricing happens ahead of earnings, unless there’s a very unexpected development. In any case, I expect LITE’s earnings report to be very strong.”