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The CPO (Consumer-to-Product) industry is likely to be the next big blue ocean, because AI needs to be deployed across various sectors. Simply put, CPO is like building highways for GPUs, equivalent to the transportation infrastructure for AI. First, let's talk about growth potential: institutions predict $3 billion in the next year and $15 billion in four years – the growth rate is phenomenal. Second, the logic: AI demand is exploding; liquid cooling and water cooling are only temporary solutions, while CPO can fundamentally reduce power consumption. Core sectors include: switches, silicon photonics, optical modules, advanced packaging, and fiber optics. When selecting companies, consider indicators such as order volume, gross profit margin, product mass production level, and backing companies.

Just tell me the code, which one to buy?
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