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

from Alpha Casts - AI Market Intelligence

$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.

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