Regarding the core idea of investing in lite, we have observed that the scale and complexity of AI models are rapidly increasing, including the emergence of trillion-parameter models, ultra-long context LLMs, and Mixture-of-Experts models. This trend compels future data centers to possess larger computing power reserves and achieve more efficient collaboration of GPUs, thus driving the full-scale explosion of expansion models such as Scale-up, Scale-out, and Scale-across. As the bottleneck of system development gradually shifts from pure computing power to interconnect bandwidth, latency, and power consumption control, the acceleration of data centers transitioning from electricity to optics has become inevitable, and lite's product layout is well-positioned during this critical transformation period. Whether it is InP lasers, namely the optoelectronic chip EML, or OCS optical switches and optical modules, they are all direct beneficiaries of this trend. Reflecting on my practical experience, as early as November last year, I first shared my investment insights about lite in the member group, and completed my initial position and subsequent additions at price points of 220, 310, and 340. Current results show that call returns have reached 200%, and the underlying stock has also achieved a return of 100%.