• Better times are ahead for Acacia, once the highflyer in the optical network sector.
• The company had been plagued by a slowdown of Chinese demand and lately also by the ZTE ban, but these headwinds have turned.
• We see a stock recovery following this, unless the trade spat between China and the US escalates.

Source: Recovery At Acacia – Acacia Communications (NASDAQ:ACIA) | Seeking Alpha