Investors have been worried about the adoption of co-packaged optics, but those fears seem overblown, says an analyst.
Source: [MarketWatch](https://www.marketwatch.com/story/missed-the-rally-in-optical-stocks-coherent-and-lumentum-just-got-more-attractive-according-to-j-p-morgan-ccee9f93?mod=mw_rss_topstories)