Ciena. Every tracked FinTwit mention of $CIEN, newest first. 329 mentions since the first on Aug 6, 2025. See the price chart.
July 2026 · 17 mentions
Jul 17
Frenchie — @MYptf1ot I already reduced high beta exposure After a violent move from my best runners $AXTI $IQE and some $VPG
I’m now focused on monitoring exposition, its going to be a hard…↗
Jul 16
Michael Sikand 🦑 — Dropped $100K into the market here into a fresh "I bought the dip" account.
Risk reward looks fantastic to just go long a big list of my favorite stocks, some down 30-50%. I see…↗
Jul 10
Michael Sikand 🦑 — Rosenblatt: Photonics short sellers have zero conviction and are preying on fear.
They point out that short sellers have no real conviction in the short thesis and actually intend…↗
Jul 9
Gaetano — There is one looming bear case for Photonics
$LITE $COHR $AAOI $SIVE
That this is cyclical and will end up in oversupply.
With lots of the focus on lasers/transceivers.
My goal…↗
Jul 9
PhotonBull — Data centers are hitting the physical limits of copper. Goldman sees AI optical component spend growing from $15B in 2026 to $154B by 2028, and NVIDIA just committed $2B each to Co…↗
Jul 9
Gaetano — Again, this was a very positive update
$AAOI $LITE $COHR $GLW $CIEN $NOK etc.↗
Jul 9
Gaetano — Turns out $CIEN just from ran the selloff
Basing strong now.
Narrative keeps improving.
Market still has to wake up to what is coming with Ciena as well.
Tick tock.↗
Michael Sikand 🦑 — $20M trade update.
I just updated my "Photonics Is Next" AI infra portfolio on @joinautopilot followed by 3300+ U.S. retail investors and $21.9M in connected assets as of 7/6.
Th…↗
Jul 6
Frenchie — @crux_capital_ I can't prove it but $CIEN will run so hard↗
Frenchie — @leovda71 Oui, j'avais rebalance AMD sur $MRVL et $CIEN
j'avais vendu un tier de ma position à 515$↗
Jul 6
Frenchie — Voici 5 boites qui me paraissent prometteuse à horizon 2030 :
$STMPA / $STM — MCAP ~$66.6B / ~€58.3B
Le semi européen le plus stratégique selon moi après $ASML
La boite est sur…↗
Jul 3
Gaetano — I am quite bullish $CIEN at these levels.
When I stress test the optical investment universe trying to find durable companies, Ciena is consistently a top 3 for me.
I have posted…↗
Gaetano — Some thoughts on Photonics...
$SIVE $CIEN $AAOI $COHR $LITE etc.
Whether the risk is laser oversupply
Or VSCELs used for scale up over SiPh
The first train of thought usually goe…↗
Jul 2
Michael Sikand 🦑 — Let's talk about photonics.
My photonics portfolio is up roughly 100% in 6 months but down around 10% in the last month, and will be down more after today's price action is baked…↗
June 2026 · 48 mentions
Jun 30
Gaetano — Last week I updated my mock Optics ETF
$AAOI $SIVE $GLW $CIEN $NOK $COHR
I use this, along with 12/24 month financial modeling
To support the research behind the companies I disc…↗
Jun 30
Michael | Hypermarkets — $AEHR — Reports Jul 21 ✅
Revenue: $10.3M vs Est. $10.8M ❌ | EPS: -$0.05 vs Est. -$0.07 ✅
Q4 FY2026 Guidance: Revenue $25M–$30M | Return to profitability expected
🔴 Beat estimat…↗
Jun 28
Frenchie — @PhotonCap Seems like one of the best long out here with $CIEN and $MRVL↗
Jun 25
Frenchie — La résistance de $CIEN est impressionnante
J’ai vraiment l’impression que les prochains résultats peuvent nous promettre du lourd
Quelqu’un en a ? https://t.co/RorOgsWvfH
May 2026 · 39 mentions
May 31
InvestmentGuru — BIG WEEK AHEAD — Here’s what I’m watching
MACRO
➜ Friday’s May nonfarm payrolls report drops — consensus at +93K jobs. Apollo’s chief economist thinks it prints well above that. J…↗
May 31
PhotonBull — Personally interested in some of the companies reporting earnings this week
The ones I will be watching: $CRDO $HIVE $PANW $AVGO $CIEN
Anything on your radar for this week?↗
May 31
InvestmentGuru — Computex 2026 kicks off June 2nd.
Theme: “AI Together.”
$NVDA $AMD $INTC all expected on stage. But the real alpha isn’t on the mainstage — it’s in the supply chain sitting behin…↗
TheValueist — $CIEN is another one. Multi-decade high today. Now $75bn EV from $60bn EV when I posted this on 3/24/26. Still feels cheap at $75bn EV. I'm long 1/21/28 calls. Yes, there is compet…↗
Apr 30
InvestmentGuru — Photonics & Semiconductors: The Quiet Kings of This Market
The rotation is happening in plain sight. While macro noise dominates headlines, photonics and semiconductor names are qu…↗
Apr 29
Gaetano — I first thought outloud about $NOK early march
Scale-across is one of my favorite ways to play the AI Infra trade (this quoted post gives some more insight)
Along with $CIEN and…↗
TheValueist — $LITE $COHR $CIEN $AAOI AS OF MARCH 30, 2026
EXECUTIVE OVERVIEW
The March 30 drawdown in AI photonics and optical infrastructure is best understood as a policy-scare de-risking o…↗
Black Panther Capital — The hyperscalers and government are telling you exactly where to invest:
The AI capex supercycle is just beginning.
$655 billion.
That’s what the hyperscalers are spending on AI…↗
Feb 27
Gaetano — 🚨How I construct my Photonics portfolio
$AAOI $LITE $COHR $CIEN $GLW etc.
For me, diversity is the game.
Different parts of the stack have different timelines and catalysts and…↗
Feb 26
Gaetano — Maybe we'll finally see a red day?
$LITE $COHR $CIEN $GLW $AXTI
Reminder, this watchlist is my own personal levels and reflect my already heavily concentrated port
I scheduled a…↗
TheValueist — $CIEN is one more. I don't see how this stays as only a $34.6bn EV company with all that is happening. https://t.co/pP5yiRm80c↗
Jan 12
Gaetano — 🚨Later today I will disclose one of my top 4 positions!
It is from 'Bucket 1' companies
$LITE $COHR $CIEN $ANET $AVGO $AAOI $FN $MTSI
It recently hit my price target for an addi…
December 2025 · 10 mentions
Dec 28
Shay Boloor — THE INFRASTRUCTURE BEHIND THE $GOOGL AI EMPIRE
AI Chips
• $AVGO helps Google design custom TPUs so it can lower AI chip costs & avoid $NVDA pricing
• $TSM only foundry currently c…↗
Dec 27
Gaetano — @valleyinvesting Hey man, I don't like to give reccs but I'll just tell you what I have bought from the companies that I publicly talk about.
Over the last few months I've bought…↗
Dec 23
Gaetano — For those of you following photonics...
$POET $LITE $MRVL $CIEN
Have you heard of $AAOI ?
Is there any interest on here for a deep dive/forecast?
They have been on a ripper latel…↗
IvanaSPEAR — Why are optics so hot right now?
$LITE $COHR $CIEN
https://t.co/eBu8j2Cg9K↗
Nov 26
IvanaSPEAR — GPUs vs. TPUs?
The answer is Networking:
- Optics
- Switches
- Retimers
- Electrical Cables
Slides from our Networking Webinar 🧵👇
Loved sharing my thoughts with @cvpayne on @F…↗
Daave “3 and 30” Tepper — It was always true
All the pieces for scale across
Now moving inside the DC
$cien↗
October 2025 · 3 mentions
Oct 25
Daave “3 and 30” Tepper — Smart deal for both $meta and blue owl. blue owl can size this appropriately and certainly co-invest a lot of it out to insurance companies.
I’d say at least $1tn more appetite f…↗
Oct 10
Ray Wang — $CIEN to Acquire Nubis Communications.
Ciena has traditionally focused on data center interconnect (DCI) solutions. It is now aiming to extend its reach into intra-data center net…↗
Daave “3 and 30” Tepper — good observation. i'm not in the names pulling back. unpacking the observation yes, there are winners and losers in AI at these prices. some names got ahead of themselves. stay in…↗
Sep 26
Daave “3 and 30” Tepper — Back in the water boys
$intc $baba
the only free lunch is diversification (free lunch is for free loaders)
Second nearly free lunch is momentum. Do not buy the losers. Buy or a…↗
Sep 24
IvanaSPEAR — Networking is the hottest area of AI Data Centers 🔥
$NVDA $AVGO $ANET $MRVL $ALAB $CRDO $APH $COHR $CIEN $LITE
Tune into our webinar today at 12 PM or sign up to get the replay…↗
IvanaSPEAR — Networking stocks are on 🔥. Here is what everyone missed $ALAB $ANET :
People have been focusing on how $NVDA is gaining market share inside the rack. Short interest ahead of the…↗
Michael | Hypermarkets — BOOKMARK this so you know when the NEXT massive earnings plays are.
$AEHR Jul 21
$ASML Jul 15
blockstack:native Jul 16
$TSM Jul 16
$TE Aug 18
$INTC Jul 23
$AMKR Jul 27
$GEV Jul 29…↗
Jun 24
Michael | Hypermarkets — $MU is the biggest bottleneck for AI infrastructure.
It's revenue increased 346% in 1 year.
Here's 20 AI bottleneck stocks to buy:
Memory / Storage
1. $MU — HBM monopoly w/ SK…↗
Jun 23
Frenchie — Une de mes positions long terme favorites :
$CIEN
Ciena est probablement l’un des meilleurs plays publics sur le scale-across.
Le scale-across, c’est simple :
>Les clusters IA…↗
Jun 22
Gaetano — I've been stress testing my thesis $CIEN
I can't really think of any reason when this wouldn't make a strong recovery post earnings dip
As long as the overall market and the netw…↗
Jun 20
Jason Luongo — 5 stocks I'm researching further this weekend:
$QCOM - mobile and edge AI chips
$FCEL - fuel cell power systems
$Q - data storage electronics
$CIEN - optical networking
$SIVE - ph…↗
Jun 20
PhotonBull — $AAOI: Applied Optoelectronics
$AAOI is a great way to own the laser and transceiver bottleneck inside the AI buildout. They are vertically integrated down to an in house InP lase…↗
Gaetano — There is so much in my research/content funnel
Going to be a busy few days
Here's some stuff I am working through and will be posting over the next week or so:
1 - China Oversu…↗
Jun 18
Frenchie — @Theo_Lombardo9 Impossible à dire, tout est extrêmement chaud en ce moment.
J’ai une appétence pour $CIEN $MRVL $CREO récemment mais ce sont des dossiers que je vois à long terme…↗
Jun 18
Gaetano — We are seeing a fragmentation in the connectivity sector
Stronger - $SMTC $GLW $ALAB $CRDO $MTSI $MXL $MRVL
Weaker - $LITE $AAOI $FN $NOK $CIEN $IQE $AXTI $SIVE
Obviously this…↗
Jun 18
Midas — @asymmetrix_xyz $THLEF
$DCO
$AMD
$CRWD
$NOVT
$TEL
$ST
$CIEN
$FN
Posting my analysis on each of these companies here.
Don't miss out and follow me.↗
Jun 17
Gaetano — $CSCO just gave us AI networking bulls a new datapoint...
A single agentic task can generate 450% more network traffic than a human doing the same work.
Roughly 70% of that traff…↗
Jun 16
KawzInvests 🦑 — $NOK just announced a 10x expansion of its photonic chip facility in Allentown, Pennsylvania. New capacity online by end of Q3 2026.
Less than 2% of global semiconductor advanced…↗
Jun 16
KawzInvests 🦑 — $CIEN beat EPS by 12%, grew revenue 40% year over year, and raised full year guidance to $6.3B. The stock is 30% off its high.
The selloff had nothing to do with the business. Ful…↗
Jun 16
mon — New models are shipping every few weeks, each one needing more computing power than the last, and the models coming in 2, 5, and 10 years will need vastly more than anything runnin…↗
Jun 16
KawzInvests 🦑 — The AI infrastructure buildout has three distinct networking layers. Each one is at a different point in its adoption curve and each one has different winners.
1. Scale-up connect…↗
Jun 15
KawzInvests 🦑 — $MRVL joins the S&P 500 on June 22. It is already up 75% in the past month before a single index fund has bought a share.
Matt Murphy on the Q1 call: "We are seeing exceptional AI…↗
Jun 15
Frenchie — Le stack photonique du moment est vraiment en train d’exploser
Voici les actions que je possède concernant l’optique et pourquoi :
> $LITE
Lumentum est l’un des plays les plus d…↗
Jun 15
Gaetano — If you care about $LITE $COHR $NOK $GLW $CIEN
Then bookmark and read this when you can!↗
Jun 15
Gaetano — @dankdrankkz I play scale across via $CIEN and $NOK primarily but also $COHR $LITE $MRVL and $GLW↗
Jun 15
Gaetano — $CIEN sure has a lot of room overhead to close the gap…↗
Jun 14
The Future Investors — The Future Investors presents the 30 quality stocks with the highest expected free cash flow growth over the next 3 years (CAGR) 📈💰
1. $MU | Micron - 265.9%
2. $HXSCL | SK hynix…↗
Jun 13
KawzInvests 🦑 — I went through every earnings call across the entire 800G and 1.6T supply chain and mapped out the actual supply vs. demand.
The $LITE CEO said it best: "We are significantly und…↗
Jun 13
Gaetano — This article dives into some of my favorite companies
$cohr $cien $nok $lite etc.
Bookmark it and give it a read when you have a chance!↗
Jun 11
mon — Anthropic's Fable 5 launch confirmed what I have been arguing for over a year now. There is simply not enough compute in the world to meet demand.
Keep in mind that Fable 5 and GP…↗
Jun 11
Michael | Hypermarkets — When $SPY crashes 10%-20% this summer, I'd BUY ONLY bottleneck AI stocks.
Without them there is no AI:
$MU — Micron Technology
Current: ~$879 | Buy Zone: $680–$700
HBM demand flo…↗
Jun 10
KawzInvests 🦑 — Where supply vs demand actually stands in optics right now, straight from the latest earnings calls.
$LITE is sold out. Their CEO quantified undershipping demand by more than 30%…↗
Jun 10
Black Panther Capital — $AAOI dropped 17% Tuesday on a Semi Analysis report suggesting CPO rollout delays.
Here is what the report actually said:
It flagged delays in co-packaged optics adoption timelin…↗
Jun 9
Gaetano — I think the market is getting $CIEN wrong
It was pricey going into the call, no doubt
But after this drop?
I think they are poised for major growth in the coming years and play…↗
Jun 8
TheValueist — $CIEN Ciena Announces Proposed Offering of Convertible Senior Notes
Business Wire
HANOVER, Md. -- June 8, 2026
Ciena® Corporation (NYSE: CIEN) (the “Company”), the global leader…↗
Michael Sikand 🦑 — Fire sale today on one of the highest quality photon freight trains.
Despite optical giant $CIEN smashing earnings, with a beat and raise, the stock cratered 20%.
Revenue grew 4…↗
Jun 4
KawzInvests 🦑 — $CIEN reported $1.57B in revenue, 39.5% YoY growth, and raised full-year guidance to $6.3B. Adjusted gross margin hit 44.9% and operating margin hit 19.5%, both above the high end…↗
Jun 4
TheValueist — $CIEN KEY READ-THROUGHS FROM CIENA Q2 2026 EARNINGS CALL
Ciena’s Q2 2026 call was a strong positive validation point for the AI networking capex cycle and a more nuanced read-thro…↗
Jun 4
TheValueist — $CIEN EXECUTIVE CALL SUMMARY: Ciena Corp (06/04/26)
Ciena’s fiscal Q2 2026 earnings call was materially positive on fundamentals and more consequential than a normal quarterly bea…↗
Jun 4
Michael | Hypermarkets — TIER 2 — OPTICAL & NETWORKING BOTTLENECKS (The New Hottest Layer)
#6 $COHR (Coherent Corp.) — Nvidia invested $2 billion in Coherent in March 2026 alongside a multiyear purchase c…↗
Jun 4
Alex A.C. — I don't follow $CIEN Ciena, but after this nuclear drop, I've calculated a FY2026 P/E in mid 70s. That's cheaper than $LITE when I bought it past year; not comparable obviously (ot…↗
Jun 4
TheValueist — $CIEN (Bloomberg) -- (Adds shares move, analyst commentary.)
Ciena Corp. shares drop as much as 16% Thursday. The company reported second-quarter revenue that beat the average anal…↗
Jun 4
Gaetano — If you care about $NOK
Or $LITE or $COHR or $CIEN etc.
You'll want to read this↗
Jun 1
MuddyWatersResearch — MW’s Left Curve (our systematic momentum strategy) top ranked stock for June is $CIEN.↗
Jun 1
Gaetano — If you like $NOK
Then you should listen to the $CIEN earnings call
On Thursday
Will give lots of signal!
Give this a quick read👇↗
Jun 1
InvestmentGuru — Earnings this week
$CRDO (Mon June 1, AMC)
Consensus EPS of ~$1.03 on revenue of $430M, implying a 153% YoY jump — and management guided $425–$435M for the quarter. The company h…↗
— $NOW can easily triple from $125 by Jan 2027.
Remember, token use is expected to 2800% in 5 years says $GS.
So these 24 stocks can still 10x-20x:
(COMPUTE / GPU)
1. $NVDA — Eve…
Michael Sikand 🦑 — Legendary stock picker @GavinSBaker ($4.1B AUM) dropped some insane bars on All In.
"If you look at the valuations for all these AI [plays], they just can't all be accurate."
"If…↗
May 26
KawzInvests 🦑 — $NOK insider buying is going vertical.
In the last 30 days:
> Konstanty Owczarek bought $500K at $15.35 on May 22
> Konstanty Owczarek bought $598K AGAIN at $15.99 on May 26
> CEO…↗
May 24
Jason Luongo — 8. $CIEN - Ciena Corporation
Optical networking systems company shipping 1.6 Tb/s coherent solutions with 90+ customers deployed. Q1 FY2026 revenue of $1.43B, up 33% year over yea…↗
May 24
InvestmentGuru — QUANTUM COMPUTING — The Full Sector Map. Every Play. One Post.
PURE-PLAY QUANTUM
$IONQ → Trapped-ion leader. Best-in-class qubit fidelity. Customers include Airbus, AstraZeneca,…↗
May 24
Gaetano — The optical super cycle has been life changing
$LITE $COHR $CIEN $AAOI $AXTI $SIVE
If you got in early, you made insane returns
So the question is, what is the next theme to inve…↗
May 22
TheValueist — Revenge of the 2001 Dot-Com Nerds. They are making the case for 25-year DCFs and terminal values still being a thing.
$NOK $CIEN $CSCO $BB https://t.co/b6m5M1iTyf↗
May 20
Shay Boloor — $GOOGL I/O 2026 made it clear that Gemini is becoming the operating layer across Search, Android, Chrome, Workspace and agent workflows.
If Google shows real AI Search monetizatio…↗
May 19
Gaetano — Following up on Scale Across...
$LITE $CIEN $COHR $GLW $NOK
Multi-Rail Means More Content Per Deployment
A rail is a parallel optical path across the network. A normal DCI or sc…↗
May 19
Gaetano — $LITE Is pushing hard on scale across
Working on a full breakdown from the call yesterday
Here is a slop infographic that summarizes part of my scale across section
There is als…↗
May 19
Gaetano — I often get asked what my largest positions are
Well, here they are:
$LITE
$COHR
$CIEN
$NOK
$GLW
$AAOI
These make up a majority of my portfolio
If you want to learn:
> wha…↗
May 19
Gaetano — I am VERY bullish on scale-across
$CIEN $NOK $LITE $COHR $GLW $SMOP
Every company over the last few weeks has been hammering the point here
They are seeing so much demand in the…↗
May 18
Gaetano — You can make a lot of money trading high spec stocks
In the NYSE/NASDAQ optics space that's typically $LWLG $POET $ALMU
Personally, I can't go into any of these with any meaning…↗
May 17
Black Panther Capital — Let’s be real here…
Every AI data center Nvidia ever builds needs optical transceivers to move data between GPUs.
Not because of GPU performance. Not because of CUDA software. No…↗
May 15
InvestmentGuru — $NOK
Unusual options activity keeps pouring into $NOK and it’s getting harder for the market to ignore what is happening beneath the surface.
Over $10M in LEAPS calls have hit N…↗
May 14
Jason's Chips — $CBRS fully diluted valuation is over $100 billion.
This is larger than $LITE, $COHR, $BE, $CIEN, $SNPS, $CRWV
Would you take Cerebras over them? https://t.co/2RliMRms01↗
May 14
IvanaSPEAR — There is something very different about networking in the Agentic AI Era compared to the Training Era.
It’s just starting to show up in numbers…
$CSCO $NOK $CIEN https://t.co/Ul…↗
May 11
TheValueist — $NOK multi-decade high. Still a long way to peak internet days (much like $CIEN ), but it is working its way there. https://t.co/dTQ2Yttmyq↗
May 11
Gaetano — We need to remind Photonics companies they are overvalued
They shouldn't keep going up
$LITE ATH
$COHR ATH
$SMTC ATH
$AAOI ATH
$CIEN ATH
$GLW ATH
$ALMU ATH
$HUBN ATH
$AEHR ATH…↗
May 11
TheValueist — $CIEN banging out a new all-time today. Up +8%. This is one that I have a high degree of confidence will continue to trade higher from here. Earnings on 6/5/26. https://t.co/cF65NS…↗
May 10
InvestmentGuru — The Complete Data Center Stack: Where the AI Infrastructure Money Flows Most investors still think AI is just about GPUs. That’s incomplete.
AI is an infrastructure buildout, an…↗
InvestmentGuru — FIBER / BANDWIDTH: The Nervous System of AI
AI isn’t just built on chips. It moves on bandwidth. Every model update, inference query, and real-time AI decision travels through fib…↗
May 9
InvestmentGuru — The Complete Semiconductor Playbook — AI Supercycle 2026
The AI trade is no longer one ticker. It’s a full stack. Here’s every layer:
💾 MEMORY
$MU · $WDC · $STX · $SNDK · $AM…↗
May 8
The Future Investors — The Future Investors presents the 40 stocks with the highest projected revenue growth for the next 3 years! 📈🚀
1. $NBIS | Nebius - 211.8%
2. $IREN | IREN Limited - 106.0%
3. $CR…↗
May 7
Gaetano — Things I want to write about:
1 - $GLW full breakdown of their event today
2 - OCS supply chain + a potential new OCS pure play
3 - Multirail with $GLW $COHR $LITE $CIEN $NOK↗
May 6
Gaetano — $CIEN Up nice off of $LITE comments on DCI
$NOK should be too
Dislocations...↗
May 6
TheValueist — $CIEN someone got the memo. All-time high today. and it keeps on going... https://t.co/dxMuqFWXoe↗
May 5
TheValueist — $LITE In Lasers We Trust! They crushed it. Revenue growth, margin expansion, and strong guidance. Strength in scale-across a potential positive read through for $CIEN $NOK.
-------…↗
May 5
Gaetano — We've heard a lot about DCI this earnings cycle
From $GLW to $NOK to $FN
DCI is Data Center Interconnect. The optical/fiber layer connecting data centers, AI clusters, and campus…↗
May 4
PhotonBull — Wait, the market really considered Nokia and BlackBerry as finished phone businesses until now?
Nokia:
Nokia today is a $76B AI infrastructure play. Q1 2026: AI & Cloud net sales…↗
May 2
InvestmentGuru — The Full Optical AI Industry Chain:
1. IC Design & Manufacturing
(Where the brains are built)
ASIC / xPU / Photonic ICs
→ $NVDA $MRVL $AVGO $LITE $COHR $INTC $AMD $CSCO…↗
May 2
InvestmentGuru — Optical Communications: The Next Breakout in AI Infrastructure
Everyone is focused on GPUs, but the real bottleneck in AI is no longer compute — it’s data movement.
As AI clu…↗
May 1
TheValueist — For new connections to my timeline...
$LITE $COHR $CIEN $AAOI↗
May 1
InvestmentGuru — Where NOK Sits vs. The Photonics Stack- Most photonics plays are component-level:
$COHR, $LITE, $CIEN, $AAOI, $MRVL, $FN, $POET, $LWLG
$NOK is the system-level integrator sitting…↗
May 1
KawzInvests 🦑 — $NOK is now inside Anduril's Sentry stack.
A year ago this was a dying telecom equipment name trading sub-$5. Today Nokia is in Nvidia's AI-RAN stack, in hyperscaler optical backb…↗
— $NOK up 53% in a single month, tripled off the $4 lows. Are people are starting to realize this isn't the boring phone maker anymore?
> Optical Networks running on the 800G ZR coh…
Gaetano — While there are many exciting smaller companies with interesting positioning
I still like to be heavily concentrated in my optics port in companies that are performing well right…↗
Apr 28
KawzInvests 🦑 — $AAOI's 1.6T pluggable optics line at OFC 26 is running on $VIAV ONE-1600 test equipment.
This is the unsexy chokepoint of the optical transition. Nobody ships a 1.6T module witho…↗
Apr 27
Michael | Hypermarkets — CHEATSHEAT and price targets for PHOTONICS STOCKS:
Here’s the full stack + WHY each matters + price targets 1 year from now:
1. MATERIALS & WAFERS
$AXTI — Enables indium phosp…↗
Apr 26
Shay Boloor — 2026 IS THE YEAR OF PHOTONICS
• $GLW glass fiber & cable infrastructure for optical networks
• $MRVL optical DSPs & custom interconnect silicon for AI clusters
• $CRDO retimers, D…↗
TheValueist — $CIEN all time high up ~4% this morning. https://t.co/aynXzbt2Dw↗
Apr 21
Alex A.C. — @TheRayMyers - Solid real stories: $LITE, $COHR, $CIEN
- Potential huge growth, still to prove execution: $AAOI
- Speculative, rather ahead in valuation, with strong confirmations:…↗
Apr 19
Gaetano — Photonics is a stack!
$AXTI $AIXA $TSEM $AEHR $LITE $GLW
Here is a clean map of the sector.
Please bookmark & share!
A laser, a photonic chip, a finished module, and a deployed…↗
Apr 19
InvestmentGuru — $CIEN — The Optical Plumbing That Moves Data Between Data Centers
Ciena plays the transceiver and systems layer, focused on high-capacity routing and network equipment. As AI traf…↗
TheValueist — $CIEN is ascending to an all-time high this morning. Looks like it is picking up steam again after taking a breather. https://t.co/qL7AVHuJBN↗
Apr 17
Gaetano — As someone heavily exposed to optics like
$LITE $COHR $CIEN $AAOI etc.
I want exposure to copper too
Companies like $CRDO and $SMTC are decent sized positions for me
Learn more…↗
Apr 17
Gaetano — $CIEN Price Target Raised to $550.00/Share From $380.00 by JP Morgan
NICE
I've written a few articles on Ciena
Still one of my top 4 largest positions
https://t.co/S6lHiFtEaN↗
Apr 15
Gaetano — Watchlist update is live‼️
$lite $mrvl $poet $smtc $sive etc.
This is no longer a static piece that gets fully redone every few weeks. It is going to function more like a living d…↗
Apr 14
TheValueist — $AAOI $LITE $COHR $CIEN @CitronResearch next time you want to short a GAI infrastructure name, message me first. I might save you some time, heartache, and money. https://t.co/2Rew…↗
Apr 14
Gaetano — $NOK received a big upgrade from BofA today!
From $10.70 from $6.87
Analysts are waking up to their future in and around the data center
I recently wrote a piece on $NOK and $C…↗
Apr 14
InvestmentGuru — Most investors are always chasing the last wave.
The AI infrastructure cycle is playing out in layers — and each one is bigger than the last.
Here’s the full roadmap:
Wave 1: Semi…↗
Apr 13
KawzInvests 🦑 — $NOK Optical Networks grew 17% in Q4 2025 with €2.4B in hyperscaler orders for the full year.
That growth is being powered by the same force driving every name in this space. Five…↗
Apr 12
Gaetano — Just putting this here
$LITE $COHR $CIEN $AAOI $AEHR↗
Apr 12
InvestmentGuru — PHOTONICS / OPTICAL STACK — THE FULL VALUE CHAIN
“The layer below the chips” — AI’s real bottleneck
Layer 1 — Materials
Foundation of everything (InP, fiber, wafers)
$AXTI $GLW $…↗
Apr 12
Gaetano — Well, we might get a needed cool off in Photonics
$LITE $COHR $CIEN $AAOI $AEHR
If we get a market wide sell off, we know what to expect
These names have run like crazy the last…↗
Apr 11
Gaetano — 🚨 Is the optics trade doomed? Data center delays?!
$LITE $COHR $CIEN $POET $AEHR $SIVE
I just posted what I believe to be one of my most important articles yet.
If you follow my…↗
Apr 11
InvestmentGuru — PHOTONICS — THE MOMENTUM TRADE SMART MONEY IS ROTATING INTO
Institutional capital is quietly flowing into optical networking.
This isn’t hype — it’s AI infrastructure.
Why photon…↗
Apr 10
Jason Luongo — Nvidia invested $6B into photonics in March alone.
The AI bottleneck isn't chips. It's moving data
between them.
10 photonics stocks I'm watching:
$AAOI - Applied Optoelectronic…↗
Apr 10
TheValueist — $LITE $COHR $CIEN $AAOI As I said two days ago, don't short GAI optical networking names. The momentum is too strong, and one hyperscaler deal announcement will kill you. The stock…↗
Apr 10
TheValueist — $LITE $COHR $CIEN $AAOI (Bloomberg) -- Lumentum Holdings Inc. said demand from the biggest US tech companies for its optical components is accelerating and on track to fill its ord…↗
Apr 9
KawzInvests 🦑 — Nvidia paid $6.01 per share for 2.9% of $NOK in October. Nokia is now at $9.55
I was at GTC and met with some of the Nokia exec team. What they described changes how you think abo…↗
Apr 9
Gaetano — While we are at all time highs in these names
$LITE $COHR $AAOI $CIEN $AEHR etc.
Remember what happened the last two weeks.
A macro sell is still very possible and these names go…↗
Apr 9
TheValueist — GAI Optical networking is still going nuts to start the day.
$LITE $COHR $CIEN $AAOI https://t.co/ilJLQmA0Nj↗
Apr 9
Gaetano — Its never too late to learn about optics
$lite $aehr $cohr $cien $sive $poet↗
Apr 9
Gaetano — This platform is more than stock ideas.
$AAOI $LITE $COHR $CIEN $POET $AEHR
Subscribers get:
• Company specific deep dives and sector wide research
• My watchlist, valuation wo…↗
Michael Sikand 🦑 — AI's $1T photonics bottleneck isn't lasers.
It's testing them.
When I attended $NVDA GTC, a comment from the CTO of $CRWV at a niche side event stuck with me.
“If there’s a day…↗
Apr 8
TheValueist — This proved to be generally accurate and also highly profitable.
$LITE $COHR $CIEN $AAOI↗
Apr 8
TheValueist — Optical networking got the internet going nuts.
It is all about lasers.
$LITE $COHR $CIEN $AAOI https://t.co/TzFytnAE0x↗
Apr 8
Gaetano — "What photonics positions do you own?"
$LITE $COHR $CIEN $AAOI $GLW $TSEM
I get this question often.
So I created a mock photonics ETF
To show how I view these companies in term…↗
Apr 8
Gaetano — This is another brick in the case that AI is evolving toward always-on enterprise workloads
And that is good for optical infrastructure over time
$CIEN $NOK $LITE $COHR $AAOI↗
Apr 8
TheValueist — Do yourself a favor and don’t short any part of the GAI optical networking ecosystem. The bullish momentum itself is incredibly strong. One hyperscaler deal announcement and you wi…↗
Apr 8
TheValueist — @aleabitoreddit Thank you, man. I appreciate it. From what I currently see, I’m long-term holder of $CIEN.
I love your feet on the street visit to CS 153. That’s solid diligence.…↗
Apr 8
Serenity — @TheValueist Great callout on $CIEN, I didn't long personally but glad those leaps played out for you.↗
Apr 8
TheValueist — Ripper and 52w high for $CIEN (and many others) in the night session. Let’s hope it holds. https://t.co/c1wOOZMFgK↗
Apr 7
Gaetano — There was so much criticism last week
$lite $cohr $aaoi $cien $poet
People talking about how all these stocks were done for
Valuations stretched so far that they have no where to…↗
Apr 5
TheValueist — $CIEN EXECUTIVE OVERVIEW
The core factual claim in the post is verified. Ciena disclosed on 2026-03-24 that Lightstorm upgraded the Japan-Guam-Australia, or JGA, submarine cable t…↗
Apr 4
KaizenInvestor — Weekend is a great time to do some research.
Companies I’m going to look into this weekend:
$AEHR
$FN
$CIEN
$JBL
$VLN
$MTSI
$IRDM
$SPIR
Here is my method 👇↗
Apr 4
InvestmentGuru — $NOK — Nokia’s Photonic AI Infrastructure Play Nobody’s Talking About
The Infinera Acquisition Changed Everything-
Most people still think of Nokia as just a 5G RAN vendor. That…↗
Apr 3
Gaetano — If you have some time, please read this!
$NOK $CIEN
It's a part of the optics trade that doesn't get much attention
But I think it will start to over the coming months↗
Apr 3
TheValueist — This is another clear bullish signal for scale-out optical networking and $CIEN.
As AI workloads continue to scale, the bottleneck is no longer just compute—it is increasingly the…↗
Apr 3
Michael Sikand 🦑 — My photonics fund delivered 43.88% in 49 days.
The S&P? -3.5%.
"You're late bro" 🤣
598 ordinary investors owning AI's chokepoint with me.
Currently $LITE $COHR $CIEN $AAOI…↗
Gaetano — $CIEN All time highs!
Full report:
https://t.co/S6lHiFtEaN↗
Apr 2
TheValueist — $LITE $COHR $CIEN $AAOI EXECUTIVE OVERVIEW
Across the LightCounting materials, the common thesis is that optical connectivity has moved from a supporting component to a primary sc…↗
Apr 2
Gaetano — When we see deep red
$lite $cohr $aaoi $cien
Due to macro selloff
But the conviction is building in individual companies
And I believe the market will reward them again when the…↗
Apr 2
Gaetano — As some of these optics names hit ATH
$LITE $CIEN $TSEM
It's up to individuals to manage their risk!
I do not post about my specific exits and level to level training as my goa…↗
Apr 2
TheValueist — All-time/52w highs from $CIEN $LITE $TSEM . When it rains, it pours. https://t.co/H2uaT47cZs↗
Apr 2
TheValueist — Strong follow-on day for $CIEN . Great to see it being picked up by international b/ds now, and broadening the shareholder base. Still feels cheap here. I am long, and I don't see…↗
Apr 1
Gaetano — What do we think will happen to all the photonics names that were pushing ATH's before all the intense war escalation IF Trump comes out and formally announces a soon withdrawl fro…↗
Apr 1
InvestmentGuru — 10 Stocks to Buy in This Pullback
The market’s selling off. Here’s where I’m looking.
AI Infrastructure
$NVDA — AI capex cycle isn’t slowing down. This pullback is noise. Nvidia s…↗
— PHOTONICS SECTOR SHOWING STRENGTH in this market
While the broader market bleeds ( $SPX -1.67%, $NDX -1.85%), the optical/photonics names are quietly holding green -
Here’s who’…
KawzInvests 🦑 — We are currently in the middle of an unprecedented, multi-year compounding supercycle
Here is how the distinct optical cycles actually overlap:
400G: The foundational baselin…↗
Mar 26
Gaetano — Photonics stocks are down today
$LITE $COHR $AAOI $CIEN
Market continuing to be punished with all the fear
A lot of these names are within 2-10% of the first level I would CONSID…↗
Mar 26
InvestmentGuru — Photonics: The Missing Layer Powering the AI Boom
Photonics — using light instead of electricity — is emerging as the solution.
Photonics Ecosystem
1️⃣ Silicon Photonics & Opti…↗
Mar 26
Gaetano — Today I was called a pumper and an unintelligent investor.
$LITE $CIEN $AAOI
I want to take a second to reflect on that.
First, I absolutely am not above criticism. I am learn…↗
Mar 25
IvanaSPEAR — Why optics are the new memory ❓
Optical Components matter more than ever: we’re moving from human internet → AI internet
For decades, demand for bandwidth was growing predictabl…↗
Mar 25
TheValueist — Big trade (it wasn't me, as much as I would've liked it to be) in the $CIEN 1/21/28 c600 today. I feel this thing continuing to drive higher. https://t.co/pcoI8vccnc↗
Mar 24
TheValueist — $GLW will reclaim all time highs and continue its upward march. They are the undisputed global leader in optical fiber and control over 50% global market share in certain of the mo…↗
Mar 24
TheValueist — $CIEN continuing to rip. Feels cheap at $60bn EV. As basic a rationale as it seems, CIEN is a name institutional investors can feel comfortable throwing money behind. The company w…↗
Mar 24
TheValueist — $CIEN EXECUTIVE OVERVIEW
The OFC 2026 presentation is best interpreted as a strategic repositioning document rather than a near-term revenue bridge. Pages 3-4 and 17 map Ciena fro…↗
KawzInvests 🦑 — The Nvidia GTC report just dropped on Asymmetrical Bets.
36 hours on-site. Private press briefing with Jensen. One-on-one with Nvidia's SVP of Networking. A closed-door session wi…↗
Mar 23
Gaetano — $CIEN Deep Dive Almost Done!
Snippet:
"For the first quarter, Ciena delivered a record $1.43 billion in revenue, representing a 33.1% increase year-over-year. This comfortably be…↗
Mar 23
Gaetano — I think we got cut short
$AAOI $LITE $COHR $CIEN
Many optics names had strong momentum during OFC
I do believe that a bunch of them were on track to hit ATH's by week end
Macro…↗
Mar 22
The Future Investors — AI’s next bottleneck: data movement 🚀
Photonics is the solution 💡
Photonics has multiple layers. These stocks stand to benefit 👇
🔴 𝗟𝗮𝘆𝗲𝗿 𝟭: 𝗦𝘂𝗯𝘀𝘁𝗿𝗮𝘁𝗲𝘀 & 𝗠�…↗
Mar 22
Shay Boloor — @FuturumEquities Forgot to include $AMKR (10% margins) and $CIEN (13% margins) on the list.↗
Mar 22
Gaetano — @danreese347 I think breadth is always safer but could definitely limit upside. And the flip for higher concentration.
My strategy is a mix of both. I have exposure across the bo…↗
Gaetano — Well if there's one thing we were reminded of today
$LITE $COHR $CIEN $AAOI $SPY
It's that there is no need to rush into positions.
Two things can be true at the same time:
1 -…↗
Mar 20
Serenity — The Serenity Silicon Photonics / CPO ETF.
YTD Returns of Each Index Stock:
$IQE: +282.5%
$AXTI: +246.6%
Landmark: 167.54%
$AAOI: +157.37%
$SIVE: +113.08%
$SOI: +103.54%
$LITE: +…↗
KawzInvests 🦑 — NVIDIA GTC is wrapping up. Starting today, @michaelsikand and I are going into full lockdown every hour we have goes into turning what I witnessed this week into the most thorough…↗
Mar 19
Michael Sikand 🦑 — $1M BABY 👿
My public photonics fund just hit $1M AUM.
Just saw someone put in $100K.
Even in the face of a choppy macro, you can stay long if you are concentrating into the nex…↗
Mar 19
Gaetano — @ChrisHodge36877 It carries higher risk than alot of the larger names like $lite $cien $cohr etc. due to it's early stage nature. They are still essentially pre-revenue. But the ma…↗
Mar 19
Gaetano — It sure has been a crazy 7 days!
$LITE $COHR $CIEN $TSEM $AAOI
On days like this, where practically every photonics company is up, we need to remember something
Only a few days…↗
Mar 18
Gaetano — There are 2 opportunities in the market that I love
$CIEN $AAOI $LITE $COHR $SPY
1 - A post earnings dip that is unjustified, which presents an opportunity for investors that know…↗
Mar 18
Michael Sikand 🦑 — $NVDA just made a MASSIVE $4B bet on photonics.
So I asked their SVP of Networking, Gilad Shainer, to give away Nvidia's entire optical roadmap to retail investors.
From scale ac…↗
Mar 18
TheValueist — $CIEN stacking another 52w high. Few can do what they can and especially at their scale. Would love to see them take out all time highs from back in the internet boom days. https:/…↗
Mar 17
InvestmentGuru — MARKET LEADERS EMERGING — FOLLOW THE MONEY, NOT THE NOISE
The market is clearly rotating into AI infrastructure, photonics, power, and defense — and these names are leading the mo…↗
Mar 17
Gaetano — The signals we are getting today are insane!
$LITE $COHR $NVDA $AAOI $CIEN
If you invest in optics you need to read this...
@michaelsikand asked $NVDA why they invested in $LITE…↗
Mar 17
BULL OF BRITAIN — "The Silicon Photonics techonology/capacity we need, is significantly higher than what we have today" - Jensen Huang CEO of NVDA about Photonics.
He is literally telling you what…↗
Mar 17
KawzInvests 🦑 — NVIDIA $NVDA CEO JENSEN HUANG JUST SAID:
"We need many many TRILLIONS OF DOLLARS OF CAPACITY...We work with EVERY MEMORY VENDOR, BECAUSE WE USE SO MUCH MEMORY. We are going to wor…↗
Mar 17
Gaetano — @SkiIIls Yeah still my largest but I have bought a bunch of other positions over the last month. $CIEN is getting up there in size as well especially as its hitting all time highs.…↗
Mar 17
InvestmentGuru — $NVDA GTC Takeaways — Quick Hits
Fiber vs Copper = BOTH win
Jensen Huang made it clear: no full shift to optics. AI scale needs copper + fiber together.
Winners on balance:
$APH…↗
Mar 17
Serenity — @TheValueist Great overview of every name from $CIEN to $FORM! I’m sure you’re locked in too now after this post↗
Mar 17
TheValueist — . @aleabitoreddit is locked into this GAI infrastructure build-out cycle. I am trying to keep up.
$LITE $COHR $CIEN $AAOI EXECUTIVE OVERVIEW
The post advances a real but overcomp…↗
Gaetano — This is a really really solid read
$CIEN $NOK $MRVL $COHR
If you are bullish optics, you must read.
It's a great deep dive into why I really like $CIEN and why I am becoming incr…↗
Mar 17
Gaetano — This has become one of my favorite photonics plays
$CIEN $AAOI $LITE $COHR $LWLG
Ciena’s core business is in high-speed optical networking.
One of the most important AI opportuni…↗
Mar 16
Gaetano — $NVDA Key Reminders for Optics
$LITE $COHR $MRVL $CIEN $TSEM
Copper still matters, and will for a long time
Pluggable optics still matter, and will for a long time
CPO is moving c…↗
Mar 16
KawzInvests 🦑 — Jensen just ended the copper vs. optical debate at GTC.
The answer is not one or the other. Nvidia is scaling both simultaneously copper for near-interconnect density, co-packaged…↗
Mar 16
KawzInvests 🦑 — “We need a lot more capacity for copper, we need alot more capacity for optics” - Jensen @ GTC 2026
$LITE $COHR $AAOI $CIEN $TSEM https://t.co/DZRyaTL6rL↗
Mar 16
TheValueist — $CIEN taking out 52w high today. Post-print sell-off was off base. I see this name continuing to move higher from here. https://t.co/2ggZ1EgVw1↗
Mar 16
KawzInvests 🦑 — Six companies just standardized the physical layer of AGI infrastructure. That is what happened on March 12th.
$AMD $AVGO $META $MSFT $NVDA and OpenAI formed the Optical Compute I…↗
Mar 16
KawzInvests 🦑 — GTC is live and the photonics basket is responding.
$TSEM leading the board at +11%.
$CIEN +5.1%.
$LITE +4.6%.
$MRVL +4.5%.
$COHR +3%.
The names catching the largest bids are…↗
Mar 16
Jason Luongo — Photonics is the hottest theme in the market right now.
Here’s every company you need to add to your watchlist:
Photonics / Lasers
$LITE $COHR $MTSI $AAOI $IPGP $POET
Optical Mo…↗
Mar 15
KawzInvests 🦑 — Photonics has quietly become one of the hottest sectors on FinX right now.
$LITE +800%.
$COHR +262%.
$AAOI +360%.
$GLW +175%.
$CIEN +400%.
This sector pushed me out of my com…↗
Mar 15
Gaetano — What Photonics companies should I buy?!
$LITE $COHR $AAOI $POET $LWLG
I get asked this question often.
I can't tell anyone what to buy.
So instead, let me lay out all the compa…↗
InvestmentGuru — AI Is Fast… But Your Copper Wires Are Slower
Think AI is all about GPUs? Think again. The real bottleneck is moving data fast enough. Enter Photonics — sending data at the speed o…↗
Mar 13
Michael Sikand 🦑 — Jensen Huang has a 76% chance of saying "photonics" during the most scrutinized AI speech of the year.
And you're STILL underexposed to the sector.
$AAOI $CIEN $LITE $TSEM $COHR…↗
Mar 13
KawzInvests 🦑 — $AAOI $LITE $COHR $POET $CIEN
NVIDIA just committed $4 billion to lock up laser supply from $LITE and $COHR.
$AAOI makes the exact same category of component in-house and trades…↗
Mar 13
KawzInvests 🦑 — $LITE $COHR $AAOI $POET $CIEN
Next week we have NVIDIA GTC and OFC happening in the same week.
GTC is where Jensen Huang will talk about Silicon Photonics, Co-Packaged Optics, and…↗
Mar 13
Gaetano — 🚨The next 7 days is going to be insane for optics
$LITE $COHR $AAOI $POET $CIEN
Next week we have both:
NVIDIA GTC where we will hear all about Silicon Photonics, CPO, Networkin…↗
Mar 13
Jason Luongo — NVIDIA just invested $4B into photonics. Marvell spent $5.5B on Celestial AI. GlobalFoundries acquired AMF.
Photonics is the hottest theme in the market and most investors still d…↗
Mar 12
Gaetano — Opportunities are everywhere
$COHR $AAOI $NOK $CIEN $LITE
'Crowded' trades still provide great opportunities on dips
'Risky' trades could come with significant upside once de-ris…↗
Mar 12
Shay Boloor — Co-Packaged Optics could have its $NVDA GTC moment next week as AI data centers run into a bandwidth wall that traditional pluggables are struggling to solve.
CPO helps address th…↗
Mar 11
Gaetano — Connecting the dots📓
$CIEN $NOK $MRVL $GLW $MSFT
Yesterday I introduced the concept of scale-across.
The simplest way to think about it is this:
Scale-across is when separate A…↗
Mar 11
Gaetano — Bullish optics
$LITE $COHR $AAOI $CIEN etc.
I laid out the full post on Substack.
But the simple version is this -
More GPUs = more data movement.
More data movement = more inte…↗
Mar 11
Gaetano — $ORCL With an important signal for the photonics trade
$LITE $COHR $AAOI $CIEN $MRVL
Two of my biggest concerns around AI infrastructure right now are that capex could slow and th…↗
Mar 11
Gaetano — Why you should care about scale-across 📓
$CIEN $NOK $NVDA
We recently dove into two types of communication
Scale-up is what happens inside the rack.
Scale-out is what happens ac…↗
Mar 10
Gaetano — There is so much more to the Photonics trade📓
$LITE $CIEN $GLW $AXTI $AAOI
On this page I have predominately covered just a couple layers to this trade
Mainly lasers, optical co…↗
Mar 10
Gaetano — You don't have to chase optics companies
$CIEN $LITE $AAOI $COHR
You can have issues with the valuations and the charts and still make money
Many of these names provide a post-ea…↗
Mar 10
TheValueist — $CIEN is continuing to recover from its post-print gap down. Getting some big volume bars today. https://t.co/OYPnyOPSuB↗
Mar 10
KawzInvests 🦑 — Next week I’ll be at $NVIDIA GTC covering the new era of data center networking.
Getting to talk to NVIDIA's networking team directly and learn about the infrastructure behind the…↗
Gaetano — 🚨What would crush the optical supercycle?
$LITE $COHR $AAOI $CIEN $AXTI
As investors we must consider this reality.
In my opinion, it would be a slow down in Hyperscaler spend…↗
Mar 9
TheValueist — $CIEN Ciena Corp (CIEN) Q1 FY2026 Post-Earnings Debrief
https://t.co/73ivqmT3LS
CIEN sold off -14.4% over 2 days despite delivering the best quarter in the company's history. Rev…↗
Mar 9
TheValueist — Very few companies can do what $CIEN can do, and hardly at their scale.
(I might be a little bit more quite, but I am still investing) https://t.co/FnESkjsfvu↗
Mar 9
Gaetano — $CIEN Is telling us something important...
$GLW $AAOI $LITE $COHR
The massive $600 billion AI infrastructure trade is hitting a physical wall. Literally. You can only cram so many…↗
Mar 9
KawzInvests 🦑 — $AAOI just received its first volume order for 1.6T transceivers from a major hyperscaler.
The order totals more than $200 million. Shipments begin Q3 2026 and wrap in Q4. This cu…↗
Gaetano — This dip is getting significant
$LITE $COHR $AAOI $CIEN $AXTI
But how has the investment case changed for these photonics companies?
Aside from valuations feeling stretched, how…↗
Mar 7
InvestmentGuru — 2026: The Year of Lightspeed Optics — Here’s Every Stock You Need to Know
The optical networking revolution is accelerating, and the investment landscape just got a whole lot more…↗
Mar 6
Gaetano — We sure got a pullback!
$LITE $COHR $GLW $CIEN $POET
Lot's of these names traded at uncomfortable valuations for investors (so I have been told)
Well, how about now?
I know the…↗
Mar 6
KawzInvests 🦑 — $AAOI up 8% today.
Continuing to build photonics exposure into Nvidia GTC.
Ask the average person on the street what photonics is and they will look at you like you are crazy.
T…↗
Mar 5
TheValueist — $CIEN EXECUTIVE CALL SUMMARY: (Ciena Corp, 03/05/26)
Fiscal Q1 2026 results were reported as record-setting on revenue and materially stronger on adjusted profitability, alongside…↗
TheValueist — $CIEN (Bloomberg) -- (Adds shares.)
Ciena shares are down 3.5% in premarket trading, after the communications equipment company reported its first-quarter results and gave an outlo…↗
Mar 5
Gaetano — I've got lots of thoughts on $AVGO earnings
From the perspective of a photonics investor
I hope the market sells optics names tomorrow on this read and creates a buy op
I am rea…↗
Mar 3
Jason Luongo — NVDA just told you the next AI trade.
They invested $4 billion into optical infrastructure today.
$2B into $LITE.
$2B into $COHR.
Why? Because copper is dead at AI scale. Data c…↗
Gaetano — 🚨'The Photonics Trade Is Over'
$AAOI $LITE $COHR $GLW $CIEN
'All these companies are up way too much'
'We need to find the NEXT big play'
Etc.
I hear you.
I have heard these…↗
Mar 1
InvestmentGuru — Why Photonics Is a High-Conviction Sector Investment
Photonics isn’t just “optics.”
It’s the infrastructure layer enabling AI, hyperscale data centers, telecom upgrades, and next…↗
— 🚨 Photonics investors, $NVDA just reported earnings.
The call had clear signal for the photonics trade.
Let's dig in.
$LITE $COHR $CIEN $GLW $FN $CRDO $MRVL $POET
1/ "Netwo…
Gaetano — 🚨I want to build a high-conviction community
$LITE $GLW $COHR $ALMU $POET $CIEN
I've been thinking about this alot since I posted.
I don't want to be a trading signal. I respec…↗
Feb 25
Black Panther Capital — 👀7 sectors and 27 stocks to add to your watchlist:
Photonics: $CIEN, $COHR, $LITE, $AAOI, $POET
Space: $ASTS, $RKLB, $PL, $SATL, $RDW
Data Center: $IREN, $CIFR, $NUAI, $WULF
S…↗
Feb 25
Gaetano — A pullback into consolidation in these names would be very healthy
$lite $cohr $axti $glw $cien etc.↗
Feb 25
TheValueist — Networking very strong start to the morning.
$LITE $COHR $CIEN $GLW https://t.co/kewycF7nwS↗
Feb 24
Gaetano — 🚨Photonics Investors, here is my active watchlist!
Prices where I would consider initiating or adding
Keep in mind that none of this is financial advice or a recommendation and…↗
Feb 23
Gaetano — In a see of red, Photonics holds up
$COHR $ALMU $CIEN $AAOI $GLW
This is why it was my main theme going into 2026.
This is why I want to create this resource.
This is such a s…↗
Feb 23
TheValueist — $MS $LITE $COHR $CIEN Into the Spotlight: Optical Market Opportunities.↗
Feb 23
TheValueist — $MS $LITE $COHR $CIEN EXECUTIVE SUMMARY
Morgan Stanley’s “Into the Spotlight: Optical Market Opportunities” frames the optical stack as entering a second phase of AI-driven scalin…↗
Feb 22
Gaetano — "Is it too late to jump in?"
I get this questions a lot on my photonics posts
$LITE $COHR $CIEN $GLW $AXTI
It's important to remember that I really don't want to give specific ad…↗
Feb 22
Gaetano — @PeterSikachev $AXTI - Steps 0 and 1. Through their China subsidiary they have partial ownership in raw material companies producing the key inputs for InP so that's Step 0. Then…↗
TheValueist — $NVDA $LITE $COHR $CIEN ISSCC 2026 CONTEXT AND SIGNAL VALUE↗
Feb 19
Michael Sikand 🦑 — The next $1T AI bottleneck isn't power, compute, or memory.
It's connectivity.
And the only solution is light.
So I launched @joinautopilot's first ever photonics themed stock…↗
Feb 19
TheValueist — $NVDA $LITE $COHR $CIEN ISSCC 2026 CONTEXT AND SIGNAL VALUE
ISSCC 2026 was positioned explicitly around AI system enablement, with the official theme framed as “Advancing AI with…↗
Feb 19
Gaetano — @austinhodly Thats a tough one that I can't really answer, Im sorry man. Some of the strongest charts are $LITE $GLW $CIEN . Thats reflective of their dominance and growth. For me,…↗
Feb 18
TheValueist — The names I've been discussing regularly over these past months, $LITE $COHR $CIEN, have exposure to all the US hyperscalers, with $TE in addition.
EXECUTIVE SUMMARY
The image pr…↗
Feb 18
Gaetano — $CIEN with new ATH today
This is one of the less talked about companies
But a leader in its own right↗
Feb 17
Gaetano — 40-50 Billion $COHR $LITE $CIEN
Lumentum - $LITE $40.1B
$LITE sells optical communications components and modules that help data move through telecom and cloud/data-center networ…↗
Feb 16
Gaetano — I am setting out on a very ambitious goal
$POET $LITE $COHR $CIEN $AXTI
I have just started what will be my most extensive and exhaustive report I've ever written
For photonics i…↗
Feb 15
Gaetano — $CIEN Has that look
I did a quick post on it recently (tagged below)
Increasing exposure in and around the data center
$5B backlog
Support for 2026 rev and clear demand for 2027…↗
Feb 15
Gaetano — If you are new to my page and interested in Photonics
$POET $LITE $COHR $ALMU $AXTI $CIEN
This post linked here & the comment section are a great place to start
I will also be po…↗
Feb 14
Gaetano — Photonics investors, you'll want to read this!
$POET $ALMU $LITE $CIEN $AAOI
This weekend I will post an updated Photonics watchlist
Lot's of these names have run a bunch over t…↗
Feb 11
TheValueist — I was chatting with someone a moment ago about $CIEN . I believe people underestimate the importance of it being a 30-year-old company. There is tremendous embedded institutional k…↗
Feb 11
Gaetano — 🚨Photonics investors, it's time to talk about $CIEN
I (unfortunately) no longer have a position
Just take a look at that chart though. Insane strength
So let's briefly talk abo…↗
Gaetano — 🚨 Where Is The Photonics Trade Headed Next?
$AAOI $POET $GLW $MRVL $CIEN
$LITE & $COHR earnings came out last week.
So let’s talk about what they actually told us and how that s…↗
Feb 9
Gaetano — Photonics investors, I've got a post for you!
At 8:00AM EST I will be posting an update on the sector
Will cover a wide array of names from $AXTI $CIEN $POET $FN $AAOI and more…↗
Feb 4
TheValueist — $CIEN (Bloomberg) -- Ciena is set to join the S&P 500 prior to the open of trading on Feb. 9, according to a release.
Dayforce to be removed from the index
Arrowhead Pharmaceutical…↗
Daave “3 and 30” Tepper — @ResearchQf AI infra up today should concern rest of software/internet growth, $sndk $lite $cien you name it it's flat or up
software credit catching heat and bdc's reflecting it…↗
Feb 3
TheValueist — $CIEN $FN READ-THROUGHS AND IMPLICATIONS FOR Ciena FROM Fabrinet Q2 FY2026 (02/02/26) CALL
DIRECT COMPANY-SPECIFIC SIGNAL: CIENA SYSTEM RAMP IS REAL AND BEGINNING TO FLOW THROUGH…↗
Feb 3
TheValueist — $CIEN with another 52w high. https://t.co/qvYGz4lk62↗
Feb 1
Gaetano — If you are investing in photonics companies, you need to understand 400G, 800G, 1.6T, and 3.2T.
$POET $LITE $COHR $AAOI $ALMU $CIEN
An optical transceiver is a small box that take…↗
Gaetano — When I build my photonics portfolio, I like a mix of stages and a mix of where each company sits in the buildout
I think of it as 4 buckets
Bucket 1 - Executing now. Scaled earni…↗
Jan 8
Gaetano — 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…↗
Jan 6
Serenity — @ManglaniAkshay @LogicalThesis I'll publish some of my research later today/tomorrow. You'll see what i mean
Don't have $CIEN.↗
Jan 5
IvanaSPEAR — Big sell-off in optics $LITE $COHR $CIEN
…may end up being a nice buying opportunity.↗
Jan 4
Mike Investing — These 6 layers are responsible for the immense AI boom that we have seen…
1. AI Compute & Chips
~ $NVDA, $AMD, $ASML, $ARM, $AVGO
These companies design and manufacture the proces…↗
Jan 4
Gaetano — 🚨What Photonics Companies Should I buy?!
$POET $LITE $COHR $AXTI $MRVL ...
You'll want to save this post.
It's no secret that the Photonics trade is here for 2026
Many tickers…↗
Jan 4
Shay Boloor — THE 8 LAYERS OF THE REAL-WORLD AI BOOM
1. $NVDA, $AMD, $ASML, $ARM & $AVGO design & manufacture the processors that AI models run on.
2. Those chips only work at scale because of…↗
Jan 4
Gaetano — 🚨Tomorrow I am going to post my Photonics watchlist!
$POET $LITE $COHR $AXTI $MRVL $CIEN
Along with price levels I would consider adding as a swing trade.
There are about 15 co…↗
— Names I would Like to Like, but for price:
$cien
$lite
$sndk
$wdc
$alab
Assume those names trade up [15%] in 2026 - as a portfolio! - *IF* the bullish AI news capex cycle extends…
Gaetano — When I went back in and re-read all the earnings transcripts, something major jumped out at me
$LITE $COHR $CIEN $POET $AAOI
There is so much demand and such significant upside fr…↗
Dec 12
Daave “3 and 30” Tepper — @TheValueist $cien vs $lite. Relative basis, I just can’t get my arms around the lumentum valuation. 2x revenue multiple and 1000bp lower gross profit margin. Ciena has multiple ye…↗
Dec 11
Daave “3 and 30” Tepper — ai names feel stretched $cien $lite $alab etc
first couple months q1'26 will be a LLM competitive news breaking frenzy.
new grok
meta returns - closed source
anthropic preping f…↗
Dec 10
Daave “3 and 30” Tepper — yes
When the DC revenue crosses the telecom, re-rate.
At 6x rev 43% gross margin and growing 25-30% YoY and accelerating.
ai bubble over when $Cien takes out 2000 highs↗
IvanaSPEAR — The market finally figured out that not all AI stocks are the same. But they are still missing the bigger opportunity.
From January through September, every AI stock moved togethe…↗
Nov 18
Daave “3 and 30” Tepper — looking through the market noise
pick the right AI names
don't worry about the index, crypto, shitcos or even adjacent AI names unraveling
pick em right and sleep at night
$nb…↗
Nov 14
Daave “3 and 30” Tepper — Microsoft has announced they too are pursuing superintelligence
All models in all verticals
And you’re bearish?
$goog $nbis $sndk $cien $wdc $acmr↗
Nov 13
Daave “3 and 30” Tepper — amazing how ai improperly prompted can miss the slam dunk way to access the themes
5x later, it's still ciena
$cien↗
— @ResearchQf Great post. Imaginations can run wild on massive and increasingly large scale datacenter interconnects (ciena). Bull market not over til $cien recaptures 1999 ATH.
Daave “3 and 30” Tepper — @borrowed_ideas funny. i read that and bought more ciena. datacenter interconnect is more important than ever. last ciena call was fire. leading tech and have 20% subscription rev…↗
Sep 4
IvanaSPEAR — Add $CRDO and $CIEN to this list...Networking is the next AI trade!
...don't forget to tune into our Networking webinar at the end of the month.↗