With the bullish developments across the photonics sector and positive signals from $Lumentum(LITE)$  and $Ciena(CIEN)$ , when do you expect $Fabrinet(FN)$  to finally start recovering? Do you think we'll see a meaningful rebound before the next earnings report in early November, or will earnings be the catalyst that finally drives the stock higher? Curious to hear your thoughts on the timing.

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