U.S. Equities KOL Herman Jin Warns CPO Market Overoptimistic, Suggests Buying on Setbacks on May 29

GateNews
According to BlockBeats, U.S. equities KOL Herman Jin on May 29 cautioned that while CPO (Co-Packaged Optics) represents the future of AI data center technology, the market is overly optimistic about near-term commercialization timelines and underestimates challenges such as yield rates and production ramp-ups. Jin, a former Goldman Sachs Asia FICC executive and co-founder of Zen Family Office, advised waiting for negative catalysts—such as hyperscalers abandoning CPO switching solutions or yield misses—before accumulating CPO-related small-cap stocks that analysts like Serenity have been promoting.
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