Here is my active and updated photonics watchlist:
$AAOI ~$30
$ALMU ~ $17
$ANET ~ $110
$AVO ~ $320
$AXTI ~ $14
$CIEN ~ $170
$COHR ~ $170
$CRDO ~ $120
$FN ~ $370
$GLW ~ $78
$LITE ~ $310
$LWLG ~ $3
$MRVL ~ $80
$MTSI - $152
$POET ~ $5.8
$SMTC ~ $60
$TSEM ~ $100
My portfolio is heavily concentrated on 4 of these companies.
These are levels where I will be notified and I will WATCH and see what happens and consider a starter, swing trade, or sizing up on my current positions.
None of this is a recommendation to buy.
Everyone has different allocation and risk tolerance and this is a very volatile sector, and the market is at all time highs. I won't be surprised in the case of further downside