$COHR mention timeline

Coherent. Every tracked FinTwit mention of $COHR, newest first. 1000 mentions since the first on Aug 6, 2025. See the price chart.

July 2026 · 50 mentions

Jul 16
Michael | Hypermarkets — The AI "bubble" already popped. Average drawdown: -42% from peaks so far: 🔴 NuScale $SMR -85% 🔴 Oklo $OKLO -76% 🔴 Redwire $RDW -69% 🔴 Navitas $NVTS -63% 🔴 Oracle $ORCL -62% �…↗
Jul 16
Gaetano — I believe that there is more interest in Photonics again $LITE $COHR $SIVE $AAOI $NOK etc. So my goal leading into earnings is to give a quick pulse check on where my favorite com…↗
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 16
Serenity — @afasano23 Morgan Stanley listed $SIVE as the three core CPO laser players alongside $LITE and $COHR in their note 3 days ago. Fidelity Research, JP Morgan and others have started…↗
Jul 15
Shay Boloor — Semiconductors are getting hit hard today: • $SNDK -15% • $AAOI -15% • $LITE -12% • $MU -11% • $MRVL -10% • $COHR -9% • $AMKR -9% • $INTC -8% • $CRDO -8% • $AMD -7% • $ALAB -7% •…↗
Jul 15
Serenity — @meikozz_2026 I don't see any fundamentally wrong. There's probably going to be large corrections from time to time flush out margin/leverage before things move higher. And this…↗
Jul 14
KawzInvests 🦑 — $AEHR (~$2.2B) reports tonight at 5pm ET. Last earnings the stock dropped 5% after hours on a revenue miss, then ran from $52 to $126 in five weeks. Bookings crossed $92M by mid-A…↗
Jul 14
Serenity — @talethdabm89 Feels like algos often miss $SIVE, after slight $LITE / optical sector recovery after CPI print. Especially bc it's trading on some random Swedish exchange, but catch…↗
Jul 14
Jason Luongo — 5. $COHR - Coherent NVIDIA invested $2B directly. Multi-year strategic agreement for advanced optics. Expanding indium phosphide manufacturing in Texas with $50M in CHIPS Act fund…↗
Jul 14
Gaetano — The Prevailing Narratives In Photonics Right Now... $LITE $COHR $SIVE $AAOI $AXTI etc. > Scale Up CPO is further away than some people thought > Copper is lasting longer and pushi…↗
Jul 13
Serenity — TLDR of Innolight investor relations takeaways: 1. "Overall, 1.6T market demand has not contracted; instead, 800G demand has increased significantly compared with previous expecta…↗
Jul 13
Serenity — @IrisWan39849142 $AAOI mainly gets revenue from pluggable, they’re developing/sampling related lasers but have no CPO design wins. Others like $MTSI look like they fell off the ma…↗
Jul 13
Gaetano — Positive signs on the Substrate layer $AXTI $COHR $LITE $AAOI etc. We like to see more substrates being manufactured Helps minimize one of the gating factors for downstream produ…↗
Jul 13
Serenity — Morgan Stanley note on CPO today. Key participants include: - $SIVE, $COHR, and $LITE in laser supply - Broadcom and Nvidia in switch platforms - Lightmatter, Ayar Labs, Marvell/C…↗
Jul 13
InvestmentGuru — $MU $AMD $CRDO $MRVL $AAOI $AXTI $COHR $INTC $SNDK $NBIS AI infrastructure stocks are under pressure in the premarket as the sector goes through a broad rotation and consolidatio…↗
Jul 12
Alex A.C. — IA about the "alternatives" in Photonics and the battle VCSELs ⚔️ microLEDs: "Fundamentally what you need to understand is micro-LED and VCSEL CPO/NPO are conceptually very simila…↗
Jul 12
Shay Boloor — THE MOST PROFITABLE AI SEMICONDUCTOR STOCKS Operating margin breakdown: • Best-in-class (50%+) | $MU, $NVDA, $SKHY, $TSM • Elite (40–49%) | $ANET, $AVGO, $KLAC, $SNDK • Strong (3…↗
Jul 10
Gaetano — Whether you think it's a risk for Photonics or not... $SIVE $AAOI $LITE $COHR It's worth understanding how some funds/investors are positioning accordingly Then you can either b…↗
Jul 10
Serenity — Rosenblatt on recent optical sector weakness from $AAOI to $LITE: "Stocks in the Optical sector have traded poorly for the last 1-2 months" due to CPO delay reports and China capa…↗
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
Shay Boloor — Semiconductor stocks are getting bought aggressively today: • $AEHR +14% • $LITE +13% • $KLAC +12% • $ARM +11% • $AMAT +10% • $AMKR +10% • $AAOI +9% • $ALAB +9% • $MU +7% • $MRVL…↗
Jul 9
InvestmentGuru — buying opportunity in market Photonics $AAOI $AXTI $COHR $GLW $NOK Space $RKLB $ASTS $SPCX $RDW $SATL NeoCloud $NBIS $CRWV $CIFR $APLD $IREN $HIVE $BTDR Energy $OKLO $SMR $EOSE…↗
Jul 9
Gaetano — I think the next 2 quarters for $COHR are going to be insane This is when the 6-inch InP ramp really gets tested We have visibility into the supply / demand gap remaining tight t…↗
Jul 9
Midas — 3) $COHR Photonics and optical connectivity. The layer enabling ultra-fast data transfer between GPUs, memory, and across data centers. Electrons get slow. Photons get the job…↗
Jul 8
Alphatica — LARGE / MID-CAP TAPE | July 8, 2026 Large / mid-cap blocks. +$214M net buy. Flipped. Yesterday: -$726M. $AKAM +$88M zero sells. $NET +$65M. $CRWV +$62M. Yesterday's sellers became…↗
Jul 8
Michael Sikand 🦑 — $AAOI is down over 40% in a month. On no information that suggests the company's ramp to $400M+ in monthly revenue isn't on track for 2027. The market might point to dilution, in…↗
Jul 8
Gaetano — If you care about Photonics, read this $AXTI $SIVE $LITE $COHR $GLW $AAOI etc. There are lots of important updates here The one I want to talk about in this post is InP substrate…↗
Jul 7
Shay Boloor — Semiconductors are getting hit hard today: • $SNDK -14% • $ALAB -12% • $AMKR -11% • $AEHR -11% • $INTC -11% • $CRDO -11% • $AMAT -10% • $MRVL -10% • $AAOI -9% • $KLAC -9% • $AMD -…↗
Jul 7
InvestmentGuru — Silicon-to-Substation: 5 Themes Built for the Long Run Photonics / Optical Interconnects The bottleneck is shifting from compute to data movement. Co-packaged optics fixes that. $…↗
Jul 7
Alex A.C. — Investing firm Nomura 🇯🇵 estimates for Data Centers and Memory, from some days ago I'm still shocked they forecast an AI Data Center (AI only!! excluding the "traditional" ones)…↗
Jul 6
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 5
CK Capital — Kyber delayed 12+ months and CPO sliding toward the Feynman era, per SemiAnalysis. The copper and pluggable era just got extended by a year or more if true. $AAOI wins cleanest.…↗
Jul 5
Damnang2 — VCSEL CPO Article $LITE $COHR $IQE $MRVL $GLW $FN $AAOI $SIVE↗
Jul 4
Shay Boloor — UPDATED FIB LEVELS FOR POPULAR STOCKS Space • $RKLB $92 • $ASTS $79 • $PL $26 • $RDW $8 Quantum • $IONQ $44 • $RGTI $16 • $QBTS $20 • $INFQ $10 Drones • $ONDS $7 • $AVAV $174 •…↗
Jul 3
TheValueist — There is a reason I updated new write-ups on $LITE $COHR yesterday. Get updated. $LITE https://t.co/ARVGvuvTFQ $COHR https://t.co/mPyy9gepah↗
Jul 3
TheValueist — $AXTI $COHR $LITE $NVDA CURRENT CHINESE INP EXPORT-CONTROL REGIME China’s formal InP control is not a blanket embargo; it is a discretionary licensing regime. On February 4, 2025,…↗
Jul 3
InvestmentGuru — AI remains the biggest story in the market, but leadership is clearly rotating. Today , AI infrastructure names came under selling pressure as stocks like $NVDA, $AVGO, $MU, $CRDO…↗
Jul 2
TheValueist — $AXTI $COHR Do you believe this is last InP prepayment deal that will be cut over the next 5 years? We merely getting started. ———————- BOTTOM LINE: This is incrementally bullish f…↗
Jul 2
Gaetano — Nice to see $COHR locking up more 6-in supply Now I would like to know if this is for a U.S. based facility or one of their international sites Would have significant implication…↗
Jul 2
Serenity — $AXTI signs 3-year wafer deal with $COHR. "Coherent will make a prepayment of $22,288,500 to AXT-Tongmei in exchange for a committed supply capacity." https://t.co/nTkyJSMo96↗
Jul 2
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
TheValueist — $COHR Coherent Corp: Scaling the AI Optical Infrastructure Bottleneck. Investment Thesis. New: 7/2/26. Coherent Corp is navigating a business model transition that goes beyond the…↗
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…↗
Jul 2
Alex A.C. — "microLEDs (today) are only capable of 2-4 Gbps per lane in pre-production (while on paper they are capable of 11 Gbps per lane...)" As of today, InP Lasers, even taking into acc…↗
Jul 2
Shay Boloor — Semiconductors are extending their pullback for a second straight day: • $AAOI -17% • $SNDK -14% • $KLAC -13% • $AMKR -12% • $MRVL -10% • $COHR -10% • $LITE -9% • $CRDO -8% • $AR…↗
Jul 2
Serenity — Photonics is backed by actual revenue numbers and it's an architectural shift championed by $NVDA. Quantum barely has any revenue. $LITE is completely sold out for the next 2 yea…↗
Jul 1
Shay Boloor — Semiconductors pulling back today after reports that $META is developing “Meta Compute” to sell access to excess AI compute: • $KLAC -11% • $SNDK -11% • $AMAT -10% • $MU -10% • $…↗

June 2026 · 129 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 29
TheValueist — $GLW $LITE $COHR $AAOI This is the more verbatim Chinese-to-English version, not the cleaned explainer. I preserved the spoken order and filler much more closely, with only obvious…↗
Jun 29
TheValueist

May 2026 · 146 mentions

May 31
Damnang2 — Most quantum computing discussions still focus on qubit count and gate fidelity. But as these systems scale, the bottleneck starts to move from the quantum device itself to the li…↗
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…↗
May 31
Gaetano — You gotta read about $COHR You just have to.↗
May 31
Gaetano — Dang, $AAOI had the most mentions! I'd have to agree, I do believe it is one of the most asymmetric plays out there that I would ever hold any significant amount of money in. Yes…

April 2026 · 207 mentions

Apr 30
Serenity — Retail short sellers should really not touch $AXTI. I keep seeing people misunderstand $AXTI as only "InP Substrate" with Sumitomo, over and over but just never made a comment.…↗
Apr 30
Serenity — Fun fact: don’t think any large US institution had positions in $SIVE / $SIVEF since it was a majority owned local Swedish retail stock. There’s also fund mandates preventing US f…↗
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
Serenity

March 2026 · 331 mentions

Mar 31
Serenity — The market are missing the implications from $NVDA investing: $2B into $COHR for optical. $2B into $LITE for optical. and $2B into $MRVL for optical today. Nvidia did this exact…↗
Mar 31
シバイヌおやびん（投資系VTuber） — $AAOI $LITE $COHR あたりが冴えない注意↗
Mar 31
Serenity — Pls stop tagging me in stuff where random retail investors or journalists tries doing an analysis on $AXTI or $SIVE. For $AXTI: Majority of folks have 0 clue what they’re talking…↗
Mar 31
Serenity — @HeLiuLeo Yep, I spent a lot of time making this on the chart. Chokepoint 1: $VNP is probably the closest you get to $AXTI in the West for one chokepoint, but nothing to the same…

February 2026 · 137 mentions

Feb 28
Serenity — @obsidiancap1 - even if everyone produces 800g/1.6T there’s not enough. Demand far outstrips supply. It’s not quite the trio Samsung/sk Hynix/micron but $AAOI is probably the only…↗
Feb 28
Gaetano — The excitement around $AAOI is palpable This was a name that for the most part sat on the sidelines of the optical supercycle while others like $LITE $COHR $GLW etc. ripped I thi…↗
Feb 28
Serenity — @Meatusmax Seems reasonable to me. It's expected hyperscaler demand for qualified 800G or 1.6T optical transceivers severely outstrips supply like memory. And it's only 2026, bigg…↗
Feb 28
Serenity

— $GLW $LITE $COHR $AAOI My Analyst Agent rebuilt this video in English. Some great insights in here. Note: this is a cleaned/technical English translation, not lip-sync and not a c…

Jun 28

Alex A.C. — Our fren @FundaAI posted in May about the 2.4T (300G lanes) adoption timelines. I found it very important, and I took good note. Now professor Damnang is hearing the same in the s…↗

Jun 28

Alex A.C. — @damnang2 Enough to need good Lasers (ie., only the Tier 1 manufacturers will succeed here $LITE $COHR $AAOI ), but not enough to fully accelerate CPO adoption ?? https://t.co/QBz…↗

Jun 28

Shay Boloor — SEMICONDUCTOR STOCKS BY PEG RATIO PEG < 1 usually means mispriced growth PEG > 2 starts to push into the danger zone Here’s how they stack up: • $ALAB ~3.6x • $INTC ~2.7x • $LRCX…↗

Jun 27

Frenchie — Le trade sur l'IA est-il mort ? (Je vous préviens c'est un mega tunnel) >Non Mais pour la première fois, ce n'est plus la bonne question, et il faut faire un petit voyage dans le…↗

Jun 27

InvestmentGuru — The FTC approval of $SPCX’s acquisition of Mesh Optical is more than just another M&A headline—it’s a strong signal that AI infrastructure is entering its next phase. As AI cluster…↗

Jun 26

Black Panther Capital — $AAPL just raised prices on the MacBook and iPad. The reason they gave, on the record, was higher component costs. Memory chips, specifically. Sit with that for a second. This is…↗

Jun 26

Gaetano — If you care about $AAOI $NOK $COHR $LITE You want to understand their capacity ramps Especially what they are saying about 6-inch InP capacity This article lays it out! Check…↗

Jun 25

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 25

Damnang2 — What I have been hearing from people on the ground lately is that $COHR sounds really strong in terms of its six inch InP capacity, yields, and ramp. Very bullish on this company…↗

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 24

KawzInvests 🦑 — @crux_capital_ $COHR↗

Jun 24

Gaetano — Everyone is working on 6-inch capacity... $COHR $AAOI $LITE $NOK But do you know who is the furthest ahead?↗

Jun 24

AlmaCap — $AAOI at c.$151 presents a nice opportunity, with an IV of 134.1% you can sell at the money weekly puts expiring on the 2nd July for roughly $13 - presenting a c.8.4% return on at…↗

Jun 24

InvestmentGuru — $NVDA AGM Day — 3 Things That Matter for the AI Chain. $NVDA shareholders meeting is live today. Stock sitting near $200. Here’s what the smart money is watching 👇 1. Blackwel…↗

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 23

Gaetano — $COHR showing great relative strength Almost hit new ATH yesterday Now getting smoked overnight 😅 As always, expecting lots of volatility. But this is one of my core holdings a…↗

Jun 23

Serenity — @SaiseiInvesting No, 0 clue why people invest in those types of ETFs. - You have the most basic names you can buy yourself like $LITE / $COHR as heaviest weights, where they take…↗

Jun 22

Gaetano — It is really nice to see the strength in optics today $GLW $COHR $VIAV $SMTC $AAOI $NOK etc. Especially nice to see $GLW and $COHR relative strength I believe that these are two…↗

Jun 22

PhotonBull — Photonics seems to be back in rotation, at least so far $AAOI $LITE $COHR↗

Jun 22

Black Panther Capital — 12 months ago people hesitated. 9 months ago people hesitated. 6 months ago people hesitated. 3 months ago people hesitated. Meanwhile $MU went up +850% $SNDK went up +4.800% $AXT…↗

Jun 21

Gaetano — The optical supercycle! $LITE $COHR $GLW $AAOI $SIVE What's your favorite way to play?↗

Jun 21

Serenity — @HawkChainETH We're in a massive EML bottleneck right now and CW lasers are getting bottlenecked now too. To my knowledge, $COHR is buying EMLs off $LITE because they can't make…↗

Jun 21

Serenity — @AsteroidLabsX Korea is far behind with lasers. Maybe like 1 1/2 years if I had to guess. Which is why OE Solutions is the very first/only to produce 100G EML in Korea AFAIK. U…↗

Jun 21

Serenity — I've been getting a lot of questions about OE Solutions (138080) recently. Here's my research/thoughts so far on it: They're a small Korean optical transceiver company, similar…↗

Jun 20

Alex A.C. — The "Chinese oversupply" FUD in Optics/Photonics is the same nonsense than the fake Chinese Memory oversupply from 3 months ago🤦‍♀️🤦‍♂️ Where is the giga tons of memory from Chi…↗

Jun 20

Shay Boloor — UPDATED FIB LEVELS FOR POPULAR STOCKS Space • $RKLB $92 • $ASTS $90 • $PL $32 • $RDW $12 Quantum • $IONQ $55 • $RGTI $19 • $QBTS $20 • $INFQ $13 Drones • $ONDS $9 • $AVAV $169 •…↗

Jun 20

Michael | Hypermarkets — $SPY AI Infrastructure — YTD Returns & Why They will keep going higher... 1. $SNDK +820.36% — Spun off from Western Digital, pure-play NAND flash exposure. AI data centers need ma…↗

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…↗

Jun 20

Gaetano — This might be the best report I will ever write... $AXTI $COHR $AAOI $LITE $SIVE $IQE etc. I finally solidified my outline: Optical Oversupply Risk - Table of Contents: - The op…↗

Jun 19

Jason's Chips — Can a company 1/20 the size of $LITE and $COHR compete on equal footing for dominance of the massive OCS market? In this article, I not only provide the most intuitive, comprehens…↗

Jun 19

CK Capital — Copper wire has run the world for over a century. The era that replaces it is starting right now, and it might be the most important infrastructure shift of the decade. Here is th…↗

Jun 19

Kevin Maro — After too many hours of research/DD to count, these are my Top 5 AI Stocks in the Top 5 AI Sectors to Invest in: 1. Neoclouds: The GPU & Compute landlords. Whoever owns the comput…↗

Jun 19

Jason's Chips — For anyone interested in learning about OCS for free! Despite all the hype around CPO, $LITE and $COHR actually consider OCS their biggest growth driver. Could this be what lifts…↗

Jun 19

Jason's Chips — Optical circuit switches are a technology still in the early stages of its S curve. Its growth rate scales with three vectors: AI growth, adoption rate (how many electrical switch…↗

Jun 19

Serenity — @_king142 Yes, choosing the right theme is extremely important. Even if $POET doesn't really do anything, it still gets brought up thematically due to $LITE, $COHR, and others.…↗

Jun 19

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

Trade Whisperer — @kay83227648 So missed $TSM $AMD $INTC $ARM $SIMO $ASX $AMKR $GLW $LITE $COHR? cpu interconnect z-axis trades with notifications on?↗

Jun 18

Serenity — 非常感谢中文社区对我最看好股票的投资思路进行的深度剖析！总的来说，像 $AAOI 和 $SIVE 这样的激光公司是我个人的最爱，因为它们在拓展营收方面有着极大的想象空间。它们可以不仅仅局限于销售激光器，还能制造完整的光模块以及各种光引擎或 ELS (外部光源) 组件。又或者像 $COHR 那样，甚至可以向上游延伸进军衬底制造领域，从而实现垂直整合，…↗

Jun 18

Gaetano — This is an EXCELLENT report on $COHR↗

Jun 18

Shay Boloor — FUTURUM EQUITIES PODCAST EPISODE #46 Daniel and I will be live tomorrow at 1PM EST exclusively on the Futurum Equities YouTube channel covering: • $ASTS launching three satellit…↗

Jun 17

Gaetano — What are the odds $AMD is trying to lock up high-power CW laser supply with $AAOI? We already know $NVDA secured strategic capacity with $LITE and $COHR. If AMD wants an optical…↗

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 17

Damnang2 — There are many articles on $COHR and $LITE, but very few explain what actually separates the two, how their positions differ in the CPO era, and which company may benefit more from…↗

Jun 17

Damnang2 — This article is a deep dive on Coherent ($COHR). I wrote it with the help of one of my Substack subscribers, a professional investor, who helped relay my technical questions direc…↗

Jun 17

TheValueist — $COHR A J. Huang Capital Management and @TheValueist top pick. Much much more to go.↗

Jun 17

Shay Boloor — $NVDA CEO Jensen Huang broke ground today on $COHR new American laser factory. Nvidia running the same playbook on optics that it ran on HBM and advanced packaging by identifying…↗

Jun 17

Gaetano — The Optics sector momentum won't last forever... There will be winners and losers Those that outlast the rest and those that get crushed So my goal is to find the companies that…↗

Jun 17

Gaetano — @michaelsikand $cohr recent strength is noteable. One of my favorite picks as well↗

Jun 16

Michael Sikand 🦑 — Jensen broke ground today on $COHR's new American laser factory. He's casually flexing to everyone $NVDA locked up supply for years. This is the world’s first 6 inch InP wafer…↗

Jun 16

Michael | Hypermarkets — 1. $NVDA Why Critical: Provides the AI GPUs powering SpaceX's orbital intelligence, Starlink AI, and Terafab ambitions. If Supply Stops: SpaceX's AI roadmap slows dramatically.…↗

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

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

Serenity — @AsianbeBlazin Other way around, $NVDA bottlenecked the entire industry for EML capacity. And did the same with CW capacity ONCE AGAIN with $LITE, $COHR, and $MRVL (if they have L…↗

Jun 16

CK Capital — @HOUSEofZAVARO $AAOI $CRDO $LITE $SIVE $COHR↗

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

Alex A.C. — This is potential BIG NEWS in Photonics! 😱 200G VCSEL Lasers with mass volume production (potentially) starting in early 2027 👀🔥 "The 32x50G uVCSEL isn't trying to push a sing…↗

Jun 15

Michael Sikand 🦑 — $COHR $AAOI $SIVE $POET https://t.co/qEQf6Fx7WK↗

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 14

Michael Sikand 🦑 — Guys we need to talk about $AAOI... $AAOI is one of the most controversial stocks in the world and I enjoy the disagreement. Pretty cool that's it up 3x since I went long with ma…↗

Jun 14

Jason's Chips — The most common question that I've gotten on this post is that all of $AXTI, $LITE, $AIXA, $COHR, $SOI, $TSEM have gone parabolic so why is this even an interesting space anymore?…↗

Jun 14

Trade Whisperer — Context Trade. Z-Axis Trade. Interconnect Trade. Context Trade: $MU $DRAM $SNDK $285A (Kioxia) $005930 (Samsung) $000660 (SK Hynix) Z-Axis Trade: $TSM $ASX $AMKR $INTC $AMAT $BES…↗

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 12

Trade Whisperer — "However much capacity you add, NVIDIA will consume it" -Jensen Huang $MU $DRAM $SNDK $GLW $LITE $COHR $TSM $NVDA https://t.co/PhakQp5pkf↗

Jun 11

TheValueist — $LITE $COHR $AAOI $AXTI LightCounting releases Q2 Quarterly Market Update – June 2026 @lightcounting Q1 2026 was the best quarter for the optical transceiver market since LightCo…↗

Jun 11

Gaetano — Thoughts/ clarifications on InP Substrates $AXTI ... > $AXT has been getting permits to ship to U.S. companies based outside of the U.S. Think of $COHR Sweden facility as an examp…↗

Jun 11

Jason Luongo — Peter Lynch's favorite metric is the PEG Ratio. A PEG ratio under 1 means a company is growing faster than its valuation implies. Here are 10 semiconductor stocks with a PEG unde…↗

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

Kevin Maro — Do not lose your shares. $NBIS . $CRWV. $IREN. $AAOI. $CRDO . $LITE. $COHR. $NVDA. $AMZN. $GOOG. $RKLB. $ASTS. $HOOD. $SOFI. Every single one of these will be dramatically highe…↗

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

InvestmentGuru — CPO & 800V DC SELLOFF — DELAYED, NOT DEAD ➡️ A SemiAnalysis report flagged potential timeline slippage on two of the hottest AI infrastructure trades ➡️ $NVDA’s native 800V DC pow…↗

Jun 10

Gaetano — This is a really important post if you care about optics $lite $cohr $poet $crdo $smtc $aaoi Please give it a bookmark + read↗

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

Alex A.C. — Don't know what "report about CPO" from SemiAnalysis is the ppl. talking about and basically I don't care 🤷‍♀️ Just as was the case with Memory, I have the things very clear and…↗

Jun 9

KawzInvests 🦑 — Expect some short term selling in photonics names on the CPO/800V delay headline. The market will paint the whole sector with one brush. Photonics is not just CPO. CPO is one sl…↗

Jun 9

CK Capital — This is something everyone needs to read and is very important. Could be bearish for $LITE and $COHR. I believe this is bullish for $CRDO.↗

Jun 9

Serenity — Names like: - $ASX - Sumitomo Electric - $JBL - $VICR - $GFS - $AAOI - AlChip - $TSEM - $FN - Furukawa Electric - $CLS - $NBIS - $NOK - $AMKR - $LITE - $COHR Off the top of my…↗

Jun 9

CK Capital — The optical transceiver market triples to $36 billion this decade and $AAOI is the smallest cap name with arguably the most explosive upside in the entire space. Here is the math n…↗

Jun 8

TheValueist — $NVDA $AVGO $LITE $COHR The Future of AI Interconnect: CPO and NPO Architectures. Co-packaged optics is the technically superior long-term architecture for the highest-radix AI da…↗

Jun 8

Jason's Chips — Besides the obvious $LITE $COHR $NOK $MRVL, InP substrates and MOCVD ($AIXA $AXTI) are actually very underrated beneficiaries here. InP PIC could possibly take up more wafer area i…↗

Jun 8

Midas — OpenAI - $30b $IREN - $2.1b $MRVL - $2b $LITE - $2b $COHR - $2b If this helped you out, follow me for more.↗

Jun 7

Alex A.C. — @ren_stocks " $IQE -- upstream of every optical engine in the stack Assembly" Not of "every" buddy, $LITE and $COHR have in-house EPI↗

Jun 7

CK Capital — Photonics is the future of computing and most people have not woken up to it yet. Here is the simple reality. Every AI cluster being built needs to move enormous amounts of data b…↗

Jun 7

Jason's Chips — No I actually think this is true M9 CCL (req for Kyber midplane) is very hard and supply chain prob ain't ready. NPO is next best solution. But this isn't negative for CPO becaus…↗

Jun 7

Michael | Hypermarkets — The AI supercycle is in year 3 of 15. You didn't miss it. You'd make millions by knowing whats coming and buying dips until 2030+ Pay attention, we just finished Phase 1 2023-202…↗

Jun 7

Kevin Maro — My top 5 best AI stocks to invest in long-term: These are my biggest positions, and I believe each of these will 10x or more over the next 5 years: $NBIS: The man who built Russi…↗

Jun 6

CK Capital — My favorite names in every sector right now. The full conviction list, three deep in each. Humanoid Robotics $AMBA $OUST $VPG AI Infrastructure $NBIS $PENG $CRDO Defense $EOS…↗

Jun 6

Shay Boloor — SEMICONDUCTOR STOCKS BY PEG RATIO PEG < 1 usually means mispriced growth PEG > 2 starts to push into the danger zone Here’s how they stack up: • $ALAB ~2.9x • $ARM ~2.4x • $INTC…↗

Jun 6

Shay Boloor — UPDATED FIB LEVELS FOR POPULAR STOCKS AI Utilities • $IREN $51 • $NBIS $177 • $CIFR $17 • $CRWV $100 AI Power • $EOSE $7 • $BE $237 • $NVTS $22 • $VRT $282 AI Hardware • $NVDA $…↗

Jun 6

InvestmentGuru — 15 sectors defining the next decade of investing The megatrend map. 1. AI $NVDA · $PLTR · $APP The infrastructure king, the data layer, and the monetization engine. Three differ…↗

Jun 5

Serenity — @darkseidzz hmm, i prefer all your upstream chokepoints over $NVDA long term since those will be re-rated the most (nvidia already largest company in the world) pretty sure hypers…↗

Jun 5

InvestmentGuru — 20-stock Total AI Infrastructure list across 7 layers: 1. $NVDA The undisputed AI compute standard. Beyond chips, Nvidia offers a full-stack platform including networking, softwar…↗

Jun 4

Gaetano — Why $LITE $COHR $NOK $GLW $CIEN ... The chain looks like this: > AI clusters spread across physical locations. > Scale-across DCI grows. > Multi-rail architectures ramp. > Line s…↗

Jun 4

Gaetano — $CIEN Call was... Bullish $CIEN Bullish $NOK Bullish $LITE Bullish $COHR Bullish $GLW↗

Jun 4

Trade Whisperer — @dylanlep2 I am holding all 6. I have $TSM $COHR $LITE $GLW too. Smaller positions on software for $NOW, $PLTR, $RDDT, $MSFT↗

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

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

Gaetano — If you care about $NOK Or $LITE or $COHR or $CIEN etc. You'll want to read this↗

Jun 4

Serenity — $SIVE looks like both a chokepoint and a bottleneck for CPO next year. Keep seeing information published from nontechnical people who miss any nuances. Here’s the reason why:…↗

Jun 4

Michael | Hypermarkets — AI COMPUTE is sold out until end of 2028. This is exactly how you become a millionaire, you buy and hold these companies: GPU / CHIPS (Direct Compute Suppliers) $NVDA GPU monopo…↗

Jun 4

InvestmentGuru — $AVGO Broadcom just reminded everyone how high expectations matter. Q2 FY2026: ✅ Revenue: $22.19B (+48% YoY) ✅ Adj. EPS: $2.44 vs $2.40 expected ✅ AI Revenue: $10.8B, more than do…↗

Jun 3

InvestmentGuru — The Full CPO Stack Light Sources → $POET, $COHR, $LITE Photonic ICs / Interposers → $POET Optical Interposer™ Advanced Packaging → 2.5D/3D chiplet architecture Switch Silicon + CP…↗

Jun 3

CK Capital — The photonics sector has run and people think they missed it. They have not seen what is coming. The buildout is only just beginning. Here is the simple reality. Every AI cluste…↗

Jun 3

InvestmentGuru — CPO: The Bottleneck Everyone’s watching GPUs. Semis. Memory. Nobody’s watching the wire between them. That’s the next bottleneck. And it’s real. The Problem: AI Is Choking on Its…↗

Jun 3

Gaetano — $COHR Smashing all time highs > $450 Insane run. I felt it deep in my bones that the 2nd half of this year was going to be massive for them. And we aren't even there yet↗

Jun 3

Serenity — @OGCapital25 @Chi_w_wong It's expected Celestial and Lightmatter try and multi source. But maybe for gen-1 my guess is a lot sole source / primary source with $SIVE for the $NVDA…↗

Jun 2

Gaetano — On Saturday I discussed my views on the market Specifically what we were seeing with the weakness across our optical stack like $lite $aaoi $cohr etc. A hand full of my subscribe…↗

Jun 2

Midas — $COHR $AVGO $ANET $SMCI $TSM Follow me if you want to see when I enter these companies.↗

Jun 2

TheValueist — $MRVL $STM $COHR $HPE Some of key names I follow. Look at these +2z moves today. Out of control. https://t.co/fvdorsqZNb↗

Jun 2

Shay Boloor — Optical interconnect names are running because $NVDA CEO Jensen Huang basically validated the future AI architecture where copper wins inside the rack but optics becomes unavoidabl…↗

Jun 2

Trade Whisperer — @martingar_ I don't know but I lite $LITE $COHR $GLW↗

Jun 2

BULL OF BRITAIN — Why I flipped from bearish to bullish on $SIVE and added on to the $GFS news. First, I was never short this. I fundamentally was bullish on the company when I bought in, but tur…↗

Jun 2

TheValueist — $COHR all-time high today. People still don't understand the strongly positive implications for revenue growth and margin expansion resulting from the upgraded 6-in fab in Sherman,…↗

Jun 2

TheValueist — $MRVL $COHR $LITE $GLW J. Huang Capital Management on fire today 🔥🔥🔥 https://t.co/i5aPVhbhAR↗

Jun 2

Shay Boloor — $NVDA STOCK PORTFOLIO REVEALED 1. $INTC 52% 2. $CRWV 20% 3. $SNPS 10% 4. $COHR 10% 5. $NOK 7% https://t.co/iicdZzsrts↗

Jun 2

Frenchie — Jensen Huang vient de vous donner le prochain x5 Au Computex, devant tout le monde, il a qualifié $MRVL de « next trillion-dollar company ». On en avait parlé en stream mais Marv…↗

Jun 1

Alex A.C. — @KawzInvests Photonics interconnections: $LITE , $COHR↗

Jun 1

Trade Whisperer — @DeedieRoze I cannot give out financial advices. Expensive names but I like $LITE $GLW $COHR fundamentals. Not financial advice.↗

Jun 1

BULL OF BRITAIN — A follow up as promised - a few names from every layer of the stack. ALREADY RUNNING (still biddable, easy money gone) > Agentic / server CPU - $INTC, $AMD, $ARM > General-server…↗

Jun 1

Serenity — There's a new $SIVE short seller with 0 clue what they're talking about. 1. $MRVL Celestial is likely buying lasers directly with $SIVE as the laser supplier, not through $POET.…↗

Jun 1

KawzInvests 🦑 — $AAOI is guiding to 930,000 units per month of 800G and 1.6T capacity by end of 2027. That's 9x the Q1-26 exit rate of 100,000 per month. Semis are already trading at 44x 2026 ear…↗

Jun 1

Serenity — @WuKongWAGMI There’s only a few major pluggable players that I can think of that don’t vertically integrate lasers like $LITE and $COHR. So Innolight is possible. $SIVE hinted at…↗

Jun 1

KawzInvests 🦑 — $NVDA "Vera Rubin Ramps Into Full Production to Power Agentic AI Factories Worldwide" Right now from $NVDA's Press Releases > NVIDIA Vera Rubin is ramping into full production, w…↗

May 30

Trade Whisperer — @gilbertkon_new I like $TSM $LITE $COHR $GLW↗

May 30

Trade Whisperer — Everyone is talking about CPO but nobody is actually talking about CPO. Most CPO TAM talk is just components, lasers and photonics. Pretty strange if you ask me. CPO stands for Co…↗

May 29

AlmaCap — $COHR and $LITE are effectively the same setup here, so worth taking together (AAOI is a different story, more on that later). > Both make the indium phosphide (InP) lasers that s…↗

May 29

Trade Whisperer — @Johndoebro1 I lile $LITE $COHR $GLW↗

May 29

Alex A.C. — @ParadisLabs "Where they sit alongside $LITE, $COHR, $MTSI as critical laser suppliers for hyperscaler " And $AAOI 😡 😅😉↗

May 28

AlmaCap — $AAOI, $LITE and $COHR will all do really well on this↗

May 28

InvestmentGuru — THE $42 BILLION BROADBAND SUPER CYCLE IS JUST GETTING STARTED - $HLIT $CALX $CLFD $ADTN $DY $GLW $MTZ $PWR $COHR $AAOI $POET Everyone is chasing AI semiconductors, GPU clusters,…↗

May 28

Trade Whisperer — @inbtcwetrusts $DRAM $TSM $ASX $MU $SNDK $LITE $GLW $COHR↗

May 27

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 27

Serenity — Back when $AAOI was ~$20-30 when I went long: I thought $AMZN and $MSFT were qualifying specific optical transceivers for their ASIC programs. Turns out it’s more interchangeable…↗

May 27

TheValueist — $LITE $COHR $AAOI $GFS A little late to the story, but we’ll take the increased coverage.↗

May 27

Trade Whisperer — @paul_d2 I just own $LITE $GLW $COHR $TSM $ASX↗

May 26

Serenity — $SIVE is the most compelling CPO exposure stock to me. Despite the volatility. You probably won’t find something like this again until the next architectural shift in photonics…↗

May 25

Jason's Chips — InP names $LITE $COHR $AIXA $AXTI probably benefit a lot more from CPO than SiPho names $TSEM $SOI It's all about content ratio in transceivers vs CPO. Big powerful lasers need a…↗

May 25

Trade Whisperer — @gurdag343434 That's your call. A lot people got in during green candles and they made whole ton of money. Same for $MU $TSM $LITE $COHR $SNDK. I don't know why some people think t…↗

May 25

Jason's Chips — In my opinion optics are broadly still undervalued. $LITE and $COHR likely under 20x P/E on 2028 (estimates too low). $AIXA DEFINETLY under 20x P/E 2028. $AXTI could be under 20…↗

May 24

Jason Luongo — 4. $COHR - Coherent Corp Lasers, photonic components, and engineered materials used across the entire optical networking stack. NVIDIA invested $2B into Coherent with a multi-bill…↗

May 24

KawzInvests 🦑 — Photonics is not new. Fiber optic cable has crossed oceans since the 1980s. The alpha was a physics calculation made years before this chart went vertical. Copper degrades beyond…↗

May 24

InvestmentGuru — The full optical stack: $COHR → $LITE → $AAOI → $POET → $AXTI → $IQEPF → $SIVEF → $LWLG This isn’t a trade. It’s a multi-year infrastructure supercycle.↗

May 24

KawzInvests 🦑 — $SLOIF +546% YTD on anticipation alone. Commercial CPO has not shipped at volume yet. Soitec's 25% revenue CAGR through 2030 does not bake in a single CPO unit. That number gets r…↗

May 24

Shay Boloor — THE PHOTONICS LAYER OF THE AI BUILDOUT Goldman Sachs says the AI optical networking market growing nearly 10x to $150B+ by 2028 as clusters scale into multi-rack systems like $NVD…↗

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 24

InvestmentGuru — THE THEMATIC WATCHLIST — 2025 EDITION Every mega-trend. Every sector. One list.This is how I’m thinking about capital allocation across the next cycle 👇 AI → $GOOGL $PLTR $NVDA $…↗

May 24

Gaetano — $COHR Has been, and still is one of my highest conviction holdings I believed they were under appreciated back then in Feb. I think they are being rewarded now. But the fun hasn…↗

May 24

Serenity — Photonics is nuanced and using ChatGPT/Gemini makes you miss all of it: 1. $SIVE is actually a chokepoint and partially a bottleneck. The reason it's a chokepoint is leading CP…↗

May 23

Shay Boloor — UPDATED FIB LEVELS FOR POPULAR STOCKS Space • $RKLB $96 • $ASTS $89 • $PL $30 • $BKSY $34 Quantum • $IONQ $48 • $RGTI $25 • $QBTS $26 • $INFQ $13 Drones • $ONDS $6 • $AVAV $170…↗

May 23

Serenity — $AAOI is more pure manufacturing scale and I'm extremely bullish on them. So it's more like Furukawa + Innolight in my view? So extremely bullish for revenue ramp. $SIVE is jus…↗

May 22

Jason's Chips — I have seen some optics bears say that because it is much easier to add laser capacity than perhaps in other industries like memory, optics will be overbuilt. This is nearly imposs…↗

May 22

Jason's Chips — For anyone interested in learning about the CPO supply chain! (I also explain it in a fun and understandable way) Covered: $AXTI, $LITE, $AIXA, $COHR, $SOI, $TSEM↗

May 22

Gaetano — So many Optics companies have had awesome runs $LITE $COHR $AEHR $SIVE $AXTI etc. I was blessed enough to participate a lot of this run up for a long time A large part of my focu…↗

May 22

AlmaCap — Loads of my picks having record days. Diversify across a basket and you'd have banked 5+ years of S&P 500 gains in a few weeks: $WOLF, $IQE, $LPK, $SOI, $ASTS, $FLY, $SIVE We're a…↗

May 22

May 22

Trade Whisperer — @AsianbeBlazin $LITE $COHR $GLW are my picks.↗

May 20

Trade Whisperer — $NVDA has made over $18 billion in strategic infrastructure investments on in less than 6 months. $GLW $3.2B. Three new US optical manufacturing plants. AI fiber capacity expandin…↗

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

Jason's Chips — Leopold's 13F caused the dumbest sell-off in semiconductor history (I am aware I played a part in the FUD, mb). The lesson is simple. OPTIONS ON 13-Fs ARE MISLEADING!! The value o…↗

May 19

Dillon Valdez — $COHR is not just “AI optics” in the abstract. The product matters because AI factories become a bandwidth + power problem as they scale. GPUs only earn their keep if racks can mo…↗

May 19

Shay Boloor — $NVDA earnings tomorrow are an ecosystem event and basically a read-through on the entire physical AI supply chain: • Cooling: $VRT • Foundry: $TSM • Optical: $COHR, $FN • Power:…↗

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 19

Serenity — A good looking guy that would mog Clavicular side by side has no impact to any fundamentals. I cut some exposure too in $LITE $COHR like Leopold, last month. But rotated it to a…↗

May 18

Michael | Hypermarkets — 🔴 EXITED (rotation out right now): $COHR optical networking, all-time high exit $TSEM Tower Semi, photonics contracts secured $HUT Hut 8, took profit near highs $LBRT Liberty E…↗

May 18

Daniel Koss — Leopold Aschenbrenner's 13F finally dropped and X is already full of the DUMBEST interpretations possible! Please read this. 1. The 13F shows what the fund held as of quarter-end…↗

May 18

Shay Boloor — LEOPOLD’S SITUATIONAL AWARENESS 13F IS OUT New positions included $NVDA, $AMD, $INTC, $TSM, $ASML, $MU, $SMH, $GLW, $HIVE, $TE and $SHAZ. Added to AI power and compute names incl…↗

May 18

tae kim — Leo's Situational Awareness 13F is out. Ruh roh for $COHR $LITE and $TSEM https://t.co/SbN9BxnXAj↗

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

Alex A.C. — "2.4T /coherent-lite is not a simple bandwidth upgrade: it implies higher lane rates, more complex modulation schemes, longer-reach links, and substantially higher photonic-electro…↗

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 17

Serenity — When I see comments like this (and there are a lot) from retail investors: I immediately think they lack the technical depth. I'll walk through each one from $SIVE to $LPK: 1.…↗

May 16

Mike Investing — SpaceX $SPCX is officially set to go public on June 12. This will be the largest IPO in history, & will cause a total reprice amongst the entire space sector. These are the criti…↗

May 16

Black Panther Capital — 3/6. His Q1 2026 13F drops this week. Based on running his exact framework forward against what changed in Q1. Here’s my prediction on what he MOVED. New position positions: $C…↗

May 16

InvestmentGuru — Most people are focused on silicon. The real bottleneck nobody’s talking about? Indium Phosphide. $NVDA needs faster chips. Faster chips need faster interconnects. Faster interc…↗

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

TheValueist — $NVDA $NOK $LITE $COHR Equal weight index of J. Huang Capital Management's current holdings. Crushing the competition over the past year. The question is what it looks like going f…↗

May 14

Jason Luongo — @darylspelman I like $cohr↗

May 14

TheValueist — $NVDA $NOK $LITE $COHR The current holdings of J. Huang Capital Management. You might think it is sophomoric, but you could simply buy these, hold them for the next 3 years, and do…↗

May 14

TheValueist — $NVDA $NOK $LITE $COHR NVDA PUBLIC EQUITY INVESTMENTS: SCOPE AND CONCLUSION Analysis through May 13, 2026 identifies 18 public-company NVIDIA equity or equity-linked investments o…↗

May 13

Trade Whisperer — $COHR +65% since the BLUE candle call in April Not luck. Structure. AI is not just a compute problem. It is a bandwidth problem. Above 400 gigabits per second, optical transceive…↗

May 13

Gaetano — Hey Everyone, I want to take a moment and just talk A lot of names in our photonics basket hit all-time highs again today. The run over the last few months has been incredible.…↗

May 13

Michael | Hypermarkets — In 2026, $NVDA put $15,000,000,000 in 7 AI super companies so far. Here's exactly why they partnered with these companies: $MRVL Marvell → AI scaling is now bottlenecked by netwo…↗

May 13

TheValueist — $COHR keeps on going… up another ~8% pre, above $400. https://t.co/xnQgANC5XN↗

May 13

Michael | Hypermarkets — Trump just landed in China with the most powerful CEO's for President Xi: Get ready for SPY target $800+ (revised from $780). 🍎 Tim Cook — $AAPL Apple manufactures ~90% of iPho…↗

May 13

Frenchie — Mes 5 plus grosses convictions actuellement sur le stock : $STMPA - MCAP ~$51.5B / ~€43.8B Semi européen sous-valorisé. Exposition auto, industriel, Datacenter, power semis. Le m…↗

May 13

Serenity — People wonder why I'm focusing on non-US markets recently. Why? CPO is my #1 thematic long. Markets don't know yet, the sudden paradigm shift in photonics... I was one of the…↗

May 12

Frenchie — Si vous aviez acheté le panier photonics depuis mon ancien post : $LITE → +14% $COHR → +14,7% $AAOI → +38,1% $AXTI → +69,6% $IQE → -13,0% $POET : → +101,4% $SOI / Soitec : →…↗

May 12

Serenity — Hey great question! So $SIVE headcount doesn't matter as much when you're doing IP/design. Lot of media misunderstand nuances, when they compare it with $COHR that have tens of t…↗

May 12

InvestmentGuru — The “Inflation Era” of AI Compute is Breaking Out Across the Board Every layer of the AI infrastructure stack is seeing demand explosion — and the winners aren’t just $NVDA. Here’s…↗

May 12

Serenity — Random CPO related names I like: - $SIVE - Foci (3363) - $TSEM - Browave (3163) - PCL (4977) - $AXTI - Msscorps (6830) - $IQE - Shunsin (6451) - Furukawa Electric (5801) - $MTSI -…↗

May 12

InvestmentGuru — ANTHROPIC REVENUE TRAJECTORY IS BREAKING MATH → Jan 2025: $1B ARR → Dec 2025: $9B ARR → Apr 2026: $30B ARR That’s a 30x in 15 months. One analyst is now projecting $100B by end of…↗