🟢 [E2035] Citrini update: Optics thesis validated - connectivity basket tripled (+35% YTD). Now crowded in pluggable leaders, shifting to deeper CPO/SiPh supply chain. Photons solve electron heat/dissipation/IO limits. Pluggable demand >$10B 2026. Flagship idea: Himax (HIMX) for wafer-level micro-lens arrays/prisms for TSMC COUPE, 2026 first mass production >$100M annualized. Supporting basket: AIXTRON, Soitec, SUSS MicroTec, Nokia, Furukawa.