Morgan Stanley analyst Meta Marshall said that as China and smartphone concerns subside for the optical supplier space following President Trump's tweet over the weekend and recent earnings reports from members of the sector, Finisar (FNSR) remains her top pick in the group. With the ZTE (ZTCOY) overhang looking close to clearing, she sees less hurdles to Lumentum's (LITE) pending acquisition of Oclaro (OCLR) and views consolidation as the sector's main catalyst, as it could lead to healthier overall margin structure, Marshall tells investors. Among the names she covers, she has Overweight ratings on Finisar and II-VI (IIVI) and Equal Weight ratings on Acacia Communications (ACIA), Ciena (CIEN), Lumentum and Infinera (INFN).