OFC Declares an Optical Supercycle — Photonics Repricing Meets Macro Crosswinds and Uplisting Hopes

$POET $JPM $MSOS — OFC 2026 unleashed a fresh wave of repricing across photonics as POET’s Starlight Gen 2 and large-cap S&P additions signal an interconnect-led AI cycle. That narrative now runs up against mixed macro signals: Fed rate-cut hopes, JPMorgan’s energy-risk warning tied to the Iran war, and a potential structural re‑rating in U.S. cannabis if H.R. 7987 passes.