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…↗
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↗
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 2026 · 117 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 · 114 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…↗
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
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…↗
KawzInvests 🦑 — $AAOI up 50% today.
Management guided $378M per month in transceiver revenue by Q2 2027. That is $4.5B annualized.
A $50B market cap does not sound crazy when you run those numbe…↗
Feb 26
KawzInvests 🦑 — We think we know what Jensen is announcing at GTC March 16.
A Co-Packaged Optics Switch ASIC. The next iteration of Spectrum-X and Quantum-X Photonics.
Conventional networking co…↗
Feb 25
TheValueist — Networking very strong start to the morning.
$LITE $COHR $CIEN $GLW https://t.co/kewycF7nwS↗
Feb 24
KawzInvests 🦑 — Everyone asking where to hide from the AI selloff.
The answer is right in front of you. Go down the stack into what AI runs on. Chips, memory, photonics, energy.
$NVDA
$MU
$SND…
January 2026 · 1 mention
Jan 25
Jason's Chips — After dozens of hours of research, I have concluded the $LITE vs $COHR debate is frankly stupid.
$LITE makes high-power narrow-linewidth DFB lasers for CPO and MEMS OCS
+ BiDi tran…↗
December 2025 · 1 mention
Dec 24
Tech Fund — Jefferies on coming price increases in optics, the Google OCS opportunity, and CPO adoption in '27 $LITE $COHR https://t.co/ZfRvGsmybd↗
November 2025 · 2 mentions
Nov 5
Ray Wang — @KairosPraxis LMAO. I have been bullish on $LITE and positive on $COHR in late Q3↗
Nov 5
Ray Wang — 1) Some key comments from $LITE call. This call was absolutely bunkers. I would also be curious to listen $COHR call tomorrow.
$LITE: "We still expect a significant increase in…↗
September 2025 · 1 mention
Sep 23
Ray Wang — @zephyr_z9 @menhguin $COHR growth is actually not that much compared to $LITE. So I think that's low key opp.↗
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
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 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 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
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…↗
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?…↗
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
InvestmentGuru — Trump Just Put $2 Billion Into Quantum Computing
The Full Quantum Ecosystem to Watch:
Pure-Play Quantum:
→ $IONQ | $QBTS | $RGTI | $INFQ | $QUBT | $XNDU
Quantum Security:
→ $ARQ…↗
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
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…↗
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
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…↗
May 12
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here’s a full recap:
1. The $SPX S&P 500 and $QQQ Nasdaq closed at fresh all-time highs today, even with oil spiking and U.S.-…↗
May 11
KawzInvests 🦑 — Where did all the optical panicans go?
$LITE +16%. $AAOI +24%. $COHR +13%.
There were so many of you last week during $LITE and $AAOI earnings. Now silence. https://t.co/YPtslmDb…↗
May 11
TheValueist — $COHR *COHERENT HITS SESSION-HIGH 12%; CEO TO GO TO CHINA WITH TRUMP
COHR hits an all-time high. I added 1/21/28 calls on the post-print sell-off, which I believe was an erroneous…↗
Serenity — I didn’t say it should be valued at $10B+ today.
I said I expected $SIVE to be around ~$3B if they were listed on US markets. And could be $10B+ next year
Since they likely are t…↗
May 11
InvestmentGuru — AI IS THE MEGA-DRIVER
→ 1 ChatGPT query ≈ 10× the electricity of a Google search
→ Hyperscalers have announced nuclear PPAs exceeding 10GW since 2023
→ The wave thesis plays out in…↗
May 10
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:
• $INTC ~2.8x
• $LRCX ~2.0x
• $KLAC…↗
May 10
InvestmentGuru — The market is up. Oil is at $100+. Inflation is sticky. And bonds are whispering something equities are ignoring.
Here’s what’s actually going on-
OIL SHOCK REALITY
➜ Geopolitic…↗
May 10
InvestmentGuru — EVERY BUCK STOPS AT ENERGY — The Bottleneck Nobody Talks About Enough. The real constraint on AI isn’t chips. It isn’t bandwidth. It isn’t capital.
It’s electrons.
Here’s the full…↗
May 10
Shay Boloor — $NVDA has committed more than $40B to equity investments this year alone:
• OpenAI $30B
• $GLW ~$3.2B
• $IREN ~$2.1B
• $MRVL ~$2B
• $LITE ~$2B
• $COHR ~$2B
• $CRWV ~$2B
• $NBIS ~$…↗
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 9
Shay Boloor — UPDATED FIB LEVELS FOR POPULAR STOCKS
AI Utility
• $IREN $50
• $NBIS $133
• $CIFR $17
• $CRWV $103
AI Power
• $EOSE $7
• $BE $194
• $NVTS $13
• $VRT $258
AI Hardware
• $NVDA $17…↗
May 8
Michael | Hypermarkets — The AI supercycle is no longer about $NVDA
AI is no longer ONLY GPU driven.
As AI agents begin reasoning, scheduling, retrieving memory, calling tools, and operating software aut…↗
May 8
Michael | Hypermarkets — The AI supercycle is year 3 of 15 only.
Pay attention, you're not late!
This is a buy-and-hold infrastructure cycle.
These are the catalyst for every layer:
PHASE 1 — COMPLETED…↗
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 8
Serenity — Every day it's like this on repeat with $SIVE, it's like dejavu lol.
Makes sense why Sivers is getting listed on Nasdaq soon instead of staying in local markets.
New local hit…↗
May 8
KawzInvests 🦑 — $AAOI Q1 is in. Here's my take after listening to the full call.
Q1 came in at the low end at $151.1M, 29.2% gross margin, -$0.07 EPS. Stock got hit on the print. None of that mat…↗
May 7
Michael | Hypermarkets — The AI supercycle is year 3 of 15. You're still super early!
Millionaires will be made by knowing whats coming and being patient. This is buy and hold market.
Pay attention, we j…↗
May 7
TheValueist — $COHR KEY READ-THROUGHS FROM COHERENT CORP Q3 FY26 EARNINGS CALL
Coherent’s Q3 FY26 call was a high-signal event for AI optical infrastructure, datacenter interconnect, compound s…↗
May 7
InvestmentGuru — Black swan innovations that could destroy today’s AI bottleneck trade (HBM, GPUs, power infrastructure):
Everyone is crowded into the same AI scarcity trade:
GPU scarcity → $NVDA…↗
May 7
Serenity — I'm still laughing how much Swedish hate their own frontier companies so much.
That they write hit pieces every day on $SIVE.
This one was entertaining: Local journalists show…↗
May 7
Serenity — $COHR earnings note:
Coherent's CEO basically reaffirmed GS research note about CPO being a massive revenue driver:
Transcript: “One of the most important long-term growth opport…↗
May 6
Shay Boloor — $COHR Q3 EARNINGS
• Revenue $1.81B vs Est. $1.78B
• EPS $1.41 vs. Est. $1.39
• Operating Income $366M vs Est. $373M
• Gross Margin 39.5% vs. Est. 39.7%
Q4 Guidance
• Revenue $1.9…↗
May 6
TheValueist — $COHR (Dow Jones) -- May 6 (Financial News Systems) - Coherent reports 3Q revenue of $1.81 billion, above FactSet consensus of $1.78 billion.
-- 3Q adj EPS of $1.41 compared with F…↗
May 6
KawzInvests 🦑 — $AAOI reports earnings tomorrow and this is what I'm expecting.
2025 revenue was $456M. Management guided $1B+ for 2026 with $120M+ in non-GAAP operating profit. The business is s…↗
May 6
Shay Boloor — $NVDA is up over 5% today as the market finally rewards Jensen’s AI infrastructure dealmaking.
These deals are basically a roadmap for where shortages are getting worse and which…↗
May 6
Serenity — Yes, $LITE admitting they're forced to buy CW lasers from their competitors is a massive win for $AAOI.
Since they have their own CW Laser fab (and target 350% increase in capacit…↗
May 5
Serenity — @itsakek This is new information discovery that $LITE is forced to buy CW lasers from external competitors.
Likely because they have EML contracted from 2027-2028 and can't produ…↗
May 5
AlmaCap — Thought I'd step back from bull posting on memory stocks, and have a look at the AI infrastructure stack at a birds-eye view - obviously loads of these aren't comparable.
What do…↗
May 5
CK Capital — We have witnessed some of the most insane gains ever in the last year from these 2 sectors.
Photonics:
$AAOI up 1200%
$LITE up 1500%
$COHR up 380%
$AXTI up 7500%
Memory:
$MU up 7…↗
May 5
Serenity — True… I did call:
$AXTI $12 -> $105
$SOI $43-> $145
$TSEM $110 -> $218
$AAOI $30 -> $180
$IQE $13 -> $46
$LITE $363 -> $1000
$AEHR $30 -> $85 (if you count siph segment)
As ind…↗
May 4
InvestmentGuru — Earnings watchlist for the week:
𝗠𝗼𝗻𝗱𝗮𝘆
After Hours:
$PLTR $FN $BWXT $AEIS $FLY $ADEA $ON
𝗧𝘂𝗲𝘀𝗱𝗮𝘆
Pre-Market:
$SHOP $PYPL $ENLT $ETN
After Hours:
$AMD…↗
May 4
InvestmentGuru — Money still coming in this stocks
$LITE
$COHR
$AAOI
$AXTI
$ALMU
$SIVEF
$GFS
$LWLG
$VIAV
$AEHR↗
Serenity — If you're curious about Goldman's Report:
They expect "significant EPS upside" among:
1. Optical modules and engines
2. CW lasers and EMLs
3. PCB/CCL manufacturers
Here's the ma…↗
May 3
BULL OF BRITAIN — There will be a very good gauge on how to frontrun
$AAOI earnings this week from multiple ER's. Heres what I'm looking out for to try and predict the future.
> $VIAV [reported -…↗
May 3
Frenchie — Voici un panier d'une vingtaine d'actions que je regarde systématiquement en ce moment :
1. $AAOI - Optical infrastructure play. Si la demande en bande passante pour les data cent…↗
May 3
Serenity — It's pretty insane to see $SIVE become a Tier 1 laser supplier for CPO.
This is my prediction/guess with est. mapping:
$NVDA ate up all the capacity with $COHR, $LITE after the…↗
May 3
Serenity — Last year I called out $LITE, $COHR, $AAOI, $AXTI, and Innolight before the supercycle...
This year:
Found $SOI, which was the SiPH substrate = $AXTI.
Then $SIVE, which was th…↗
May 2
CK Capital — Just 1 year ago:
$ASTS was $18
$NBIS was $20
$BE was $18
$KRKNF was $2.50
$EOS.AX was $1.20
$AAOI was $10
$COHR was $55
$NOK was $4
What stock is next?↗
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
Frenchie — Ça continue à pousser sur la photonique
J’avais donné pour guidance de ne pas vendre encore de photonique et plutôt renforcer pour bénéficier à long terme du cycle de l’optique…↗
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
Serenity — As for 3x brrrs these levels:
1. $SIVE
2. MSSCORP (6830)
3. Auros (322310)
Are my best guesses. Here's my thought process:
1. $SIVE: I genuinely do see them being $10B+ next y…↗
— Monitoring the situation for you (testing/yields edition):
$VIAV and $FORM earnings: Extremely Bullish
So what does this mean?
Names like $ONTO / $CAMT go brr. Throw in $TOWA (…
CK Capital — If you are building a long term portfolio today here is exactly how I would allocate it across the most important themes of the next decade.
This is not trading. This is building.…↗
Apr 29
KawzInvests 🦑 — The State of Texas just gave $AAOI a $20.9M grant to expand its Sugar Land facility.
This stacks on top of the 900,000 square foot Houston footprint they announced two weeks ago.…↗
Apr 29
KawzInvests 🦑 — Insane hyperscaler capex. Insane token/inference demand. And the AI buildout has barely even begun.
Market was shaky today on an OpenAI revenue miss headline and oil ripping on Ir…↗
Apr 28
Serenity — @KaneCapz I mean $SIVE is a stock I don't plan on selling.
Photonics TAM is absolutely massive for AI, robotics, consumer hardware (eg. $AAPL), Space...
And Sivers happens to be…↗
Apr 28
Michael Sikand 🦑 — $QCOM is asymmetrical because it's being priced to fail.
The demand for CPUs is exploding and $ARM $INTC $AMD are the biggest winners.
But remember in February comparing $AAOI --…↗
Apr 28
InvestmentGuru — Semis and photonics are seeing a healthy pullback — that’s often just a technical reset after strong momentum. If you missed the last run and had the patience not to chase, this i…↗
Apr 28
Serenity — I'm happy Japanese communities started positions in $SIVE after doing research!
A stronger international shareholder base is always positive.
As for some thoughts, my read on the…↗
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
Serenity — @tme5s $LITE and $COHR are probably majority/fully allocated to $NVDA after their deals. Since Nvidia did the same thing with EML last year.
It's harder to do that with Win since…↗
Apr 27
Serenity — Highly likely now $MRVL just buys the lasers directly from $COHR, $SIVE, or $LITE.
It just causes delays to Marvell Celestial roadmap.
But I've always had expectations on the pac…↗
Apr 27
BULL OF BRITAIN — $SIVE Deep Dive
Sivers Semiconductors. Swedish. ~$1B market cap. Indium phosphide laser supplier sitting inside the supply chain of every major AI optics architecture being built…↗
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
Serenity — TLDR of recent news + bottlenecks that go brr:
1. CPU bottleneck - $INTC CEO said AI inference pushed CPU Ratio From 1:8 to 1:1.
CPUs go brr ( $AMD, Intel, $ARM) -> $AMAT / $TSM…↗
Apr 26
Mike Investing — THE FULL PHOTONICS BOTTLENECK
It’s clear that the next phase of AI scaling is no longer compute, but rather optical connectivity.
1. $AAOI builds high-speed transceivers with ver…↗
Apr 25
Serenity — It's highly nuanced, and I'll explain why it's not late, but late to some:
Photonics is the newest supercycle (maybe H1 into H2 2025 was the start).
Then there's many different…↗
Apr 24
Michael Sikand 🦑 — I usually make money in America and spend it in Europe.
This week was different.
Since we called the Euro AI rotation last week.
$SOI +15% $AIXA +9% $LPKF +19%
Vs. $LITE -0.73…↗
Apr 24
Serenity — I'm amused by Swedish culture at this point.
That their retail/journalists are crying every day when someone posts a supply chain mapping of $SIVE lasers to:
-> $MRVL CPO
-> $AMD…↗
Apr 24
Serenity — Just putting out there...
Would have been +15.02% in 2W equal-weighted return.
On 30 different stocks... mostly medium-large cap.
1. $INTC +29.62%
2. $MRVL +40.95%
3. $TSM +4.7…↗
Apr 22
KawzInvests 🦑 — Really interesting read from @Semicon_player.
I could actually see this playing out the same way NVIDIA invested into $LITE, $COHR, and $NOK strategic equity stakes instead of fu…↗
Apr 22
InvestmentGuru — The optical communications sector continues to show strong structural momentum this year, with clear rotation into OCS, CPO, silicon photonics, and fiber-related names as AI infras…↗
Apr 22
KawzInvests 🦑 — $CRDO up 74% in the past month.
Credo's entire business was built on copper cables. Copper works today, but every hyperscaler is moving to optical for 1.6T and beyond. That was th…↗
Apr 21
KawzInvests 🦑 — One question decides who wins the next decade of AI infrastructure. Who captures the 1.6T testing TAM?
I asked a Cisco guy at GTC how $AAOI $LITE $COHR hold their margins when eve…↗
Apr 19
Serenity — Frontrunning 1.6T/CPO within the broader photonics supercycle is the most compelling investment to me.
I have high conviction in that statement.
Which is why I'm long the entire…↗
Apr 19
InvestmentGuru — $COHR — Nvidia’s Chosen Partner. The Laser Foundry of AI.
Coherent and Nvidia are pioneering next-generation silicon photonics to enable AI infrastructure at unprecedented scale, s…↗
Apr 19
Mike Investing — The upcoming $2T SpaceX IPO is about to cause a generational rally amongst the full space economy…
Your chance to enter these space sector names below before they squeeze will end…↗
Jason Luongo — Electronics & Semiconductors
• $QRVO ($82.11) — SATCOM beamformer ICs for phased-array terminals and satellite payloads. Pending Skyworks merger creates a $22B RF platform.
• $AD…↗
Apr 18
Frenchie — @HolySmokas I would add slowly an exposure to photonic
$AXTI
$AAOI
$COHR
$LITE↗
Apr 17
KawzInvests 🦑 — $AAOI just announced its Houston footprint is expanding to 900,000 sq ft with InP laser fab capacity growing ~350% by end of 2027.
InP lasers are the physical bottleneck of the en…↗
Apr 17
AlmaCap — $LPK, why am I excited?
You don't need to go to China to get glass mate...
> Glass core substrates are the future of semiconductor packaging. Intel, Samsung, Absolics, TSMC. They…↗
Apr 16
Black Panther Capital — The space economy is getting its own Wall Street sector map now.
Morgan Stanley just published a 60-stock list organized around the space economy; propulsion, alloys, communicatio…↗
Apr 16
InvestmentGuru — Photonics and Space bouncing today
$AAOI
$COHR
$LITE
$LWLG
$POET
$AXTI
$AEHR
$SATL
$RKLB
$ASTS
$SIDU
$SPIR↗
Apr 16
Frenchie — Comment faire x10 en bourse :
Achetez des actions de photonique
ATH cette semaine sur :
> $SOI
> $COHR
> $IQE
> $AAOI
> $AXTI https://t.co/VZTagzayUK↗
Apr 16
TheValueist — $COHR clipping another all-time high. I have said this multiple times - I don't believe the market is giving them credit for the upgraded six-inch facility in Sherman, Texas. Now y…↗
Apr 16
InvestmentGuru — Rotation in Play — Space & Photonics Cooling Off
After strong runs, Space and Photonics are seeing some healthy profit taking as capital rotates into more undervalued sectors heat…↗
Apr 15
InvestmentGuru — Photonics names took a breather today, consolidating while the broader market ripped — with key players like $AAOI, $COHR, $LITE, $AXTI, $AEHR, and $OPTX in the red; looks more lik…↗
Apr 15
TheValueist — Interesting divergence between $LITE $COHR over the past 10 trading days. Again, it feels like a catch-up trade for the "cheaper" comp. I am long both via 1/21/28 calls. I have sha…↗
Serenity — Enplas (6961) at ~$985M seems kinda interesting.
They hold two chokepoints:
1. Dominant supplier for MLAs (micro lens arrays). Eg. SiPH switches, 1.6T, 3.2T for photonics.
2.…↗
Apr 14
KawzInvests 🦑 — The rotation into CPO names is inevitable. From what I am reading, it may be coming faster than most expect.
Soitec $SLOIF up 10% today. It is the only company on earth supplying…↗
Apr 14
BULL OF BRITAIN — What I'm looking for in the upcoming earnings season of AI/Photonics/Space/Cloud servicing
$ASML - Apr 15: Do orders confirm the AI capex cycle is accelerating or decelerating
$T…↗
Apr 14
Black Panther Capital — A material most investors have never heard of is quietly becoming the single most IMPORTANT chokepoint in the entire AI infrastructure stack.
It’s called indium phosphide. And rig…↗
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
Serenity — A Guide by Serenity:
How to Cripple the Western Hyperscaler buildout with just $170m.
Just take over Nippon Chemical (4092) with $169m!
For InP substrates, you need: Indium and…↗
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 🦑 — Credo $CRDO is acquiring DustPhotonics for $750 million cash plus equity. This is the biggest move they've made.
My concern with CRDO was always copper. Their business was built o…↗
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
Michael Sikand 🦑 — ALL OF THE LIGHTS.
$LWLG is up 70% since I pointed out its $TSEM partnership.
In a hot sector, I typically view big moves in pre-rev names as a *potential* top signal.
BUT $LWLG…↗
Apr 12
Black Panther Capital — Wall Street talks about the hyperscalers: $AMZN, $GOOG, $META, $MSFT. That is where the headlines are.
But the money flows through the supply chain. Capex is tracking above $1 tri…↗
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
Black Panther Capital — $AAOI, $COHR, $LITE have already run 150-250% and trade at extreme multiples.
The UPSTREAM play is where the undiscovered leverage sits.
Here is what most people are missing in t…↗
Apr 12
Frenchie — Je vous présente @ParadisLabs la star montante du trading
Manager de hedge fund depuis 10 ans, spécialiste des thématiques de niches comme l'IA.
Paradis a un track record de furi…↗
Apr 11
Serenity — $NVDA is driving CPO, extremely, extremely hard.
As seen with investments in $MRVL, $LITE, and $COHR.
But, what's interesting is: CPO timelines are also happening way earlier th…↗
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
Serenity — So private placement is ~9.4% dilution via 40M new shares via Win Semi (3105).
Any other stock I'd be cautious... but last time Win did this, $AVGO took a stake in Win Semi.
And…↗
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 — Solid momentum in $COHR . All time high today. Chart looks great. Playing catch-up with $LITE . The market is still not giving them credit for the upgraded 6in wafer facility comin…↗
Apr 10
Serenity — @TVAFR786 $30 -> $150, 5x return. “Bagholding”.
Try shorting it then if you believe it’s overvalued.
Imo it’s the next $LITE and has the largest 1.6T capacity in America soon…↗
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
KawzInvests 🦑 — @CitronResearch is short $AAOI on three claims. Here is what the capacity ramp plan actually shows why he is wrong.
Claim one: Oracle is the anchor and Oracle is financially stres…↗
Apr 10
InvestmentGuru — Follow the money — smart flow is rotating into next-gen tech infrastructure
$AAOI
→ Massive momentum on AI/data center demand + 800G transceivers
→ Recently saw explosive upside…↗
Apr 10
Frenchie — 🚨 La photonique en Bull-run complet
La demande explose tellement sur l'ensemble du secteur, les fabricants sont complètement saturés sur 2026, 2027 et probablement même 2028.
C…↗
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 10
Serenity — @kishwarAI Lower the marketcap, higher the growth usually if they have similar customer profiles.
$AAOI probably highest ROI vs $LITE / $COHR on transceiver side.
Then Win prob…↗
Apr 10
Serenity — @yy1625066197303 $SIVE / Win benefits from CW lasers from the next architectural supercycle in 2027. I'm just frontrunning that now H1 like $LITE last year.
You already kinda know…↗
Apr 10
Serenity — We're now in the photonics supercycle.
The trio from $COHR, $LITE, $AAOI in America are expected to perform well from a surge in demand.
New Report:
" Lumentum is experiencin…↗
Apr 10
InvestmentGuru — Photonics — still one of the strongest sectors to keep on watch 👀
$AAOI $COHR $LITE $POET
$MRVL $LWLG $TSEM $SIVEF $NOK $OPTX $AEHR $LASR $OPTX↗
Apr 9
TheValueist — GAI Optical networking is still going nuts to start the day.
$LITE $COHR $CIEN $AAOI https://t.co/ilJLQmA0Nj↗
Apr 9
Serenity — Here's a bunch of random 30 US-available random stocks I like today and why:
1. $INTC - America's hope for foundry, national security
2. $MRVL - scales rev from future maia asic…↗
Apr 9
Serenity — @NabQ321 Good question! $AAOI, $AEHR are two extremely high beta, fast growth stocks.
Maybe some larger companies like $COHR, $TSEM, $SMTC, $MRVL, $INTC or $FN on the next drop?…↗
KawzInvests 🦑 — This is a multi-year cycle and every layer runs.
Transceiver testing is happening now. CPO testing is the next leg. InP laser burn-in after that.
The market keeps repricing the s…↗
Apr 8
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
Serenity — I feel like $COHR and $MRVL are the two "They Do Everything" longs.
That nobody actually knows what they do if you ask them in public.
$NVDA? GPUs.
$INTC? Foundry.
Marvell? No…↗
Serenity — @SidkMena Maybe $JBL is interesting here too. Ended up buying Jabil and more $COHR today↗
Apr 8
Serenity — Did you listen anon???
My high conviction long $AAOI is up extreme amounts.
Post from 2025 around hyperscalers:
“We’ll likely see investments pour to players like $COHR, Innol…↗
Apr 8
TheValueist — This proved to be generally accurate and also highly profitable.
$LITE $COHR $CIEN $AAOI↗
Apr 8
KawzInvests 🦑 — $AAOI is up 37.66% in 5 days.
The OFC numbers we posted are why.
~$64 million per month in current revenue. ~$303 million per month by Q4 2026. ~$701 million per month by Q4 2027…↗
Apr 8
KawzInvests 🦑 — $AEHR is up +66% since my last post in 5 days.
The three catalysts that matter most haven't happened yet.
Posted the full thesis here before it moved. 4 separate orders across 4…↗
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
Serenity — @AsianbeBlazin yeah i decided have a higher concentration on $AEHR after the new silicon photonics t1 customer like $LITE, $AVGO, or $COHR.
a ton of of retail investors misunderst…↗
Apr 8
InvestmentGuru — Photonics and Space are two of the strongest sectors to keep on watch right now:
Photonics —
$AAOI $COHR $LITE $POET
$MRVL $LWLG $TSEM $SIVEF $NOK $OPTX
Space —
$RKLB $ASTS $SATL…↗
Apr 8
Serenity — When you go through the list of the leading CW laser companies from $COHR to $AAOI.
It’s very impressive $SIVE stands out at $300m still… compared to the every other player in the…↗
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
Serenity — @TD_btc24 Most recent 5 thesis posts I've shared:
1. $HPS.A ($1.77B) - Transformer/Switchgear DC bottleneck
2. $ARM ($152B)- AI CPU ramp
3. Win Semi ($5.7B) - Foundry for CW laser…↗
Apr 8
InvestmentGuru — Photonics — still one of the strongest sectors to keep on watch 👀
$AAOI $COHR $LITE $POET
$MRVL $LWLG $TSEM $SIVEF $NOK $OPTX
Strong demand + AI/data center tailwinds = cont…↗
Apr 7
Serenity — @straightcash385 If $AEHR lands a major optical company like $LITE or $COHR.
It’s not going to show up in current financial numbers because these are small qualification orders b…↗
Apr 7
InvestmentGuru — Photonics are good
$AAOI
$LWLG
$LITE
$COHR
$AXTI↗
Apr 7
Michael Sikand 🦑 — $AAOI - a round of applause is due.
In the span of just 1 month, this stock has been through more plot twists than a Nolan film 🤣
- Bullish ER led to 100% re-rating
- Crashed o…↗
Apr 7
Serenity — For the next photonics CW laser chokepoint.
Personal high-beta exposure tierlist:
1. $SIVE: $302m
2. $AAOI: $8.35B
3. Yuanjie (688498): $13.55B
4. $MTSI: $17.4B
5. $LITE: $56.1B…↗
Apr 7
Serenity — @degenlurker_ $AXTI is a bottleneck.
$TSEM not yet so far, but I'd expect it to be maxed out on capacity next year or two.
$SIVE upcoming with CW lasers.
$COHR does way too much,…↗
Apr 6
TheValueist — $AEHR $VIAV $LITE $COHR This Research Note has been enhanced with additional color and context. I highly recommend you read it. Investors broadly are waking up to the fact that som…↗
KaizenInvestor — War-driven energy inflation is inevitable, but companies solving the AI bottleneck are uniquely positioned to protect their margins.
Their critical role gives them the pricing po…↗
Apr 5
Serenity — @AtlasShrug1 It's not greed, it's fundamentals. $AEHR went up in price is because they landed the leader in optical transcivers.
This could be $AVGO, $LITE, $COHR, $MRVL, $CSCO or…↗
Apr 4
TheValueist — $AEHR $VIAV $LITE $COHR Optical Networking Test and Measurement: Two Control Points in the Reliability Stack
https://t.co/jF5vgz9tx5
Bottom Line: The optical networking test oppo…↗
Apr 4
Black Panther Capital — @CKCapitalxx Love the write up mate. Wild to see $AAOI being 6-7 smaller than $LITE and $COHR makes you think how early it is for $AAOI.↗
Apr 4
KawzInvests 🦑 — This supply chain has 6 stages from raw substrate to live hyperscaler network.
Every company in stages 3, 4, and 5 competes for a socket. $COHR or $LITE wins the laser. $AVGO or $…↗
Apr 3
KawzInvests 🦑 — $AEHR has received 4 separate orders in under two months across different platforms.
Each one covers a different burn-in use case. AI processor production. Silicon photonics quali…↗
Apr 3
Serenity — I just realized… hit 5,118.02% returns last week.
5000%+ not too bad in <2 years?
Hard to keep up with $5 footlong sandwich inflation even after front running:
-> $MSTR for halv…↗
Apr 3
KaizenInvestor — @aleabitoreddit Yes, read about that. $LITE and $COHR using companies like $FN. $AAOI has everything in-house. Do you consider this a competitive advantage?↗
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…↗
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
KaizenInvestor — With the whole focus on photonics companies like $LITE, $COHR, and $AAOI, it surprises me that a company like $FN is completely ignored by X investors.
Fabrinet is essentially the…↗
Apr 2
Serenity — Lightcounting: "This is not a typo"
Optical interconnects has a reasonable chance to reach $100B+ by 2030 from ~$19B (2025).
If you're looking for my favorite names:
Compounders…↗
Apr 2
Serenity — @PhotonCap Yes there’s others out there like Sumitomo, Furukawa, $MTSI, $LITE, $COHR, and these types of players…
But very rare to you see a pure play cw laser for the next photon…↗
Apr 1
Black Panther Capital — Jensen Huang just told you where the bottleneck is.
Not in one investment. In a pattern.
In March alone, $NVDA committed $2 billion each to $LITE and $COHR, both photonics compan…↗
Apr 1
Black Panther Capital — THE AI SUPPLY CHAIN — COMPLETE MAP
I've spent a few hours mapping the entire AI supply chain. Hyperscalers are spending $750 billion. These are the 42 companies building, powering…↗
Apr 1
Michael Sikand 🦑 — When I asked Jensen why he invested $4B in $LITE and $COHR...
His answer revealed the exact playbook behind yesterday's $2B $MRVL investment.
When upstream photonics capacity "is…↗
— $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…
Serenity — CPO Value Chain Summary from Mirae Asset:
Laser Source:
Coherent < $COHR >
Lumentum < $LITE >
Furukawa Electric (TYO: 5801)
Yuanjie Semiconductor (SHA: 688498)
Innolight Technolog…↗
Mar 31
KawzInvests 🦑 — Nvidia put $2B into $COHR at $256.80 and $2B into $LITE at $695.31 on March 2nd.
Both are trading well below those prices. Combined paper loss is over $700M.
They also came with…↗
Mar 30
KaizenInvestor — $SIVE looks like the only investable option out of the pack in my opinion. Yes, gross profit margins are still shrinking but at least the revenues are growing.
Main reason I find…↗
Mar 30
Jason Luongo — These stocks may be worth buying on future dips:
AI Compute: $NVDA $AMD $AVGO
AI Memory: $MU
AI Infrastructure: $IREN $NBIS $VRT
Networking: $MRVL $ANET $ALAB
Photonics: $AAOI $LI…↗
Mar 30
Serenity — There’s clearly some market outperformers despite index’s and mega caps from $META / $MSFT crashing.
This probably signals institutions rotation or an extremely strong up and comi…↗
Mar 30
Serenity — I think I nailed the institutional bottleneck rotation.
-> Caught the tail end of memory name rise with $SNDK, Samsung, SK Hynix, $MU
-> Frontran institutions with photonics with…↗
KaizenInvestor — @boring_invest Great analysis, the financials of $AAOI, $LITE and $COHR have always looked better than those of $SOI, $IQE at the moment.
$SIVE is the only one where I would say…↗
Mar 29
KaizenInvestor — @rafalwywrocki97 $AAOI, $LITE and $COHR do have rising revenues and gross profit margins. The problem is that you are now chasing stocks with less good fundamentals, hoping on the…↗
Mar 29
Serenity — Can't $SIVE just pull a $LITE and TAM expansion down the ELS stack?
I'm getting early stage $LITE flashbacks (Oclaro, NeoPhotonics, Cloud Light)...
Here's my thesis/idea:
on h…↗
Mar 28
Serenity — @ajouannic You can replace $MU / $SNDK with Sk Hynix. Or replace $COHR with $LITE.
I'm just saying my personal preferences in what I expect to outperform.↗
Mar 27
KawzInvests 🦑 — AI optical networks have a zero-tolerance policy for failure if a single 800G or 1.6T link underperforms, an entire multi-million-dollar array of GPUs sits idle waiting for data.…↗
Mar 27
Serenity — You cant spell Winner without Win.
Because of that: I’m bullish on $SIVE supply chain.
$SIVE -> WIN (TPE:3105) -> Ayar SuperNova -> $JBL -> Hyperscalers, as one flow.
If you c…↗
Mar 27
Serenity — I am long Win Semi (3105.TWO) at $4.1B MC.
I believe markets are sleeping on of the most important foundries in the world (aside from $TSM).
IMO their strategic positioning excee…↗
Mar 27
Serenity — @KaneCapz Revenue hasn’t even hit $AAOI earnings yet?
If they’re implicitly saying they can do $1.8B q4 2026… and it’s a $7B MC today.
They have the potential to be a $COHR or I…↗
Mar 27
KawzInvests 🦑 — Building the next-generation optical chips for AI (800G and 1.6T) is incredibly difficult.
At these extreme speeds, signals easily distort, and just one bad chip can crash a massi…↗
Mar 26
Michael Sikand 🦑 — This $2B photonics monopoly down 75% from ATHs is key to AI's next paradigm shift.
Soitec at €54.00 $SOI.PA / $SLOIF is the clearest photonics multi-bagger I see right now.
After…↗
Mar 26
Serenity — @BabyYod59296514 Yeah, if names like $LITE or $AAOI run up a lot, corrections timed with macro selloffs hit a tad harder.
Surprised lower beta names like $COHR got hit -8% or so…↗
Mar 26
Serenity — Photonics are not having a fun time.
Laser Companies from:
$LITE, $SIVE, $COHR, $MTSI, $AAOI all down.
Substrate, Foundries, and Epiwafer from:
$IQE, $AXTI, $SOI, $TSEM all down.…↗
Mar 26
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
Serenity — Lot of uninvited speculation about $P4O.
It's a pure-play glass substrate supplier, likely to $LITE OCS supply chains.
And they supply to Samsung with potential mapping to $COHR.…↗
Mar 26
Serenity — So if you care about the second optical transicever bottleneck outside of EML/CW Lasers:
- $SANM (US)
- $TTMI (US)
- WUS Printed Circuit (TPE: 2316)
- Unimicron (TPE: 3037)
- Zhe…↗
Mar 26
Serenity — @Alex__0x0 Yeah, everything from $AAOI, $LITE, $MTSI, $TSEM, $COHR, $AXTI, $SIVE, $IQE, Landmark, and others have been strongly outperforming!.
Sometimes you forget the index is…↗
Mar 25
Serenity — @degentradingLSD I wouldn't say it's speculative. Hyperscalers have orders completely booked until 2028 from $LITE to $COHR.
Even $TSEM has 70% of their capacity booked and it's l…↗
Mar 25
KawzInvests 🦑 — Everyone talks about AI networking, but most investors completely misunderstand the two distinct battlegrounds: Scale-Out vs. Scale-Up.
Scale-Out: Connecting racks to other racks…↗
Mar 25
Serenity — @genZinvest0r I got like 3 $P4O comments every other post of mine, so finally ended up taking a look at the DD.
Strategically it's pretty valuable as a glass supplier to Bosch, S…↗
Mar 25
KawzInvests 🦑 — Why are traditional pluggable optics doomed in the AI era?
Pushing data through copper traces to a pluggable module causes 22dB of signal loss and requires power-hungry DSPs that…↗
Mar 25
Serenity — $SIVE is literally one of the only pure play public exposure to the (CW/EML) optical laser bottlenecks in the world.
$LITE - $55B+
$COHR - $53B+
$MTSI - $17.8B+
$AAOI - $8.8B
$…↗
Mar 25
Serenity — Every industry leader...
Especially $AVGO (Physical Layer Products division) in this statement today.
Cites Lasers as a bottleneck for semiconductors.
If you aren't long...
->…↗
Mar 24
Michael Sikand 🦑 — I called $AAOI at $50.
But I bought the bulk of my position in the $90s.
It's because the explosive re-rating around this stock created an EVEN more asymmetric set up...
One th…↗
Mar 24
KawzInvests 🦑 — INSANE $AAOI is up 17.7%
Same stock people were dumping three weeks ago over ATM dilution and insider sells. Here is what they got wrong.
The fear was understandable. AAOI has bu…↗
Mar 24
Serenity — If you're new to $AAOI:
It looks scary entering positions near ATH at $109 after a 175% YTD increase.
However, this looks like the photonics equivalent of $SNDK.
And it so hap…↗
Mar 24
Serenity — So my 10x moonshot $AXTI ended up landing on the moon.
If you felt like you missed the rocket:
-> $SIVE is my personal favorite next 10x AXT moonshot at today's prices.
-> $…↗
Mar 24
TheValueist — $COHR EXECUTIVE OVERVIEW
The March 17, 2026 OFC briefing was best understood as a strategic re-rating attempt. Management’s objective was to move Coherent from the market’s narrow…↗
Mar 24
Serenity — There's the Space Satellite MegaCycle:
-> Triggered by $PL.
With $BKSY / $SATL / $SPIR and others following.
Then there's the Photonics SuperCycle:
-> Triggered by $LITE and $…↗
Mar 23
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
TheValueist — $TSEM $COHR $LITE $NVDA The market is treating the announcement primarily as a Tower event, which is directionally sensible. The release is a meaningful technical proof point for T…↗
Mar 23
TheValueist — $COHR $TSEM $LITE $NVDA Tower Semiconductor (TSEM) shares rose 6.1% in Monday trading after the company said it unveiled a 400 Gbps/lane data transmission through a silicon modulat…↗
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
Serenity — < $SIVE | $SIVEF > at a ~$250M valuation looks like one of the most severe structural mispricing in the optical semi market.
$LITE and $COHR, have $45B+ valuations today:
Largely…↗
Mar 19
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 18
Jason Luongo — If you follow the smart money, you'll know exactly what sectors to invest in:
AI Compute: $NVDA
AI Memory: $MU
Data Centers: $IREN
Cloud Infrastructure: $NBIS
Networking: $MRVL
Op…↗
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
KawzInvests 🦑 — Applied Optoelectronics $AAOI released their capacity ramp plan. We are in Q2 2026, which means this timeline has already started.
Current monthly revenue: $64 million. By Q4 2026…↗
Mar 18
TheValueist — Good list. I agree with essentially all of it, except I would move $COHR $NVDA up into the very positive bucket.↗
Mar 17
KawzInvests 🦑 — @michaelsikand and I published the photonics infrastructure thesis on our substack before Jensen put 4 billion into $LITE and $COHR.
The accounts you follow are still pitching $AD…↗
Mar 17
Michael Sikand 🦑 — I just asked Jensen Huang a question.
Why did he invest $4B $LITE and $COHR?
"the amount of silicon photonics technology capacity that we need is substantially higher than the wo…↗
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
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…↗
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
Michael Sikand 🦑 — JENSEN on optical scale up and scale out
"We do NOT have enough capacity"
He specifically took the time to call out the photonics bottleneck.
$LITE $COHR $AAOI https://t.co/yI…↗
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
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
Michael Sikand 🦑 — Free money falls from the sky...
If you simply listen to the CEO of the world's greatest company.
Here are 3 things EVERY retail investor needs to watch for during Jensen's keyno…↗
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 15
KawzInvests 🦑 — @DP3188144159988 BofA projects the optical TAM to grow from $14 billion in 2025 to $73 billion by 2030 at a 39% CAGR the returns you see in $LITE, $COHR, and $AAOI are the market b…↗
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
Michael Sikand 🦑 — Memory, chips, and power aren't AI's biggest bottlenecks.
It's copper. So Nvidia invested $4B in this instead.
In this video, I break down photonics.
The problem, the solution,…↗
Mar 14
KaizenInvestor — Big companies are announcing huge layoffs.
$AMZN to cut 30,000 jobs, $META potentially 15,000 jobs.
$ORCL, $XYZ, $CRM, $ASML,… all announced cuts as well.
It’s not that those…↗
Mar 14
Michael Sikand 🦑 — Photonics stocks are the talk of FinX.
But Jensen Huang talked about photonics A YEAR AGO.
If you did a 2 min ChatGPT search into the best stocks after hearing that.
$LITE +878…↗
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
Michael Sikand 🦑 — $AAOI dumped 16% today...
Here's why I doubled down and loaded more.
$500M in new paper was a bit of a slap, up from the $250M ATM we expected...
The good news is that the first…↗
Mar 12
KawzInvests 🦑 — I've been watching $LWLG for weeks.
Sold off after the last ER because management didn't sound like they were commercializing fast enough.
But I never stopped watching.
The mana…↗
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…↗
Mar 9
Michael Sikand 🦑 — The short sellers are wrong about $AAOI.
I spent this past weekend reading through the @CulperResearch Feb 2025 short report.
The stock has rallied 631% since.
While there were…↗
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…↗
Mar 7
Michael Sikand 🦑 — This is crazy.
$SATS just became the FIRST pure play space stock added to the S&P 500.
$ASTS $RKLB $PL holders pay close attention.
Yesterday the committee looked past a $14B GA…↗
Mar 6
Michael Sikand 🦑 — @SamNaq91 I've been writing about how $AAOI has the asymmetry not $LITE and $COHR↗
Mar 6
Michael Sikand 🦑 — $LITE and $COHR just joined the S&P 500.
Right after NVIDIA invested $2B in each.
Ask anyone on the street what photonics is and almost no one could say.
But now every $1 yo…↗
Mar 6
TheValueist — 4 for 4 baby!!! First time ever!
$VRT $COHR $SATS $LITE↗
Mar 6
KaizenInvestor — Weekend is a great time to do some research.
Companies I’m going to look into this weekend:
$MRVL
$OUST
$COHR
$AEHR
$BWXT
$NEE
Here is my method 👇↗
Mar 6
Michael Sikand 🦑 — We're not bullish enough on $AAOI.
If you're wondering why this stock is mooning during an escalating war...
It's because the demand picture for lasers is really just that nutty…↗
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 6
KaizenInvestor — @CarsonTalkMoney $MRVL, $LITE , and $COHR as well. Some heavy competition.↗
Mar 5
Michael Sikand 🦑 — $AAOI is the most asymmetrical stock in the world.
Before it's 100% post ER rally, I had 2% of my portfolio in $AAOI.
Now $AAOI is around 25% of it so here's why I'm concentratin…↗
Mar 4
KaizenInvestor — I have written a full article on the AI chip supply chain.
The supply chain is structured into 4 different phases with 13 layers:
1. Raw Materials: $SHECY, $SUOPY, GlobalWafers,…↗
Mar 3
Mike Investing — $NVDA isn’t just building chips, but rather buying the entire AI stack…
Below are some of Nividia’s most notable investments:
~ $5B in $INTC (Intel)
~ $2B in $CRWV (CoreWeave)
~…↗
Mar 3
Michael Sikand 🦑 — 30% in 1 week with 5 stocks.
On 2/19, I launched a public stock portfolio on @joinautopilot called "Photonics Is Next".
The idea? Own the 5 best stocks for AI's next $1T bottlene…↗
Mar 3
TheValueist — $NVDA $AMD $LITE $COHR (Wall Street Journal) -- Ayar Labs, a decade-old chip startup backed by Nvidia and Advanced Micro Devices, has raised $500 million from investors including N…↗
Mar 3
Damnang2 — $AVGO 는 인듐 포스파이드(InP) 팹과 레이저 생산을 자체적으로(in-house) 보유하고 있다.
$NVDA 는 레이저 공급망을 확보하기 위해 $LITE, $COHR 에 투자하고 있지만, $AVGO 는 이미 내부에서 자체 조달이 가능하다.
광(옵틱스) 투자자들은 웨이퍼부터 CPO까지 이어지는, 가장 수직 계열화된(v…↗
Mar 2
TheValueist — The core networking names impacted by today's $NVDA announcement all closed near their day's highs. Very encouraging.
$LITE $COHR $AAOI $AXTI https://t.co/gnwhMB15Fd↗
Mar 2
TheValueist — $NVDA $LITE $COHR $AAOI $AXTI EVENT OVERVIEW
NVIDIA disclosed on March 2, 2026 a $4B aggregate capital commitment to 2 photonics suppliers, with $2B directed to Lumentum Holdings…↗
Mar 2
TheValueist — Whatever you believe, it doesn't matter. $NVDA is telling you the world is moving to optics. Listen.
$LITE $COHR $AAOI $AXTI↗
Mar 2
TheValueist — $LITE $COHR $AAOI $AXTI sorted by pre. https://t.co/TrlfzG6T1o↗
Mar 2
The Future Investors — $NVDA $LITE $COHR Nvidia will invest $4 billion in U.S. photonics firms, $2B each in Lumentum and Coherent, to boost R&D and domestic manufacturing.
The move strengthens Nvidia’s…↗
Mar 2
TheValueist — $NVDA $LITE $COHR 😂😉 - (Bloomberg) -- Nvidia Corp. agreed to invest $4 billion in two companies that develop data center optics that are essential for artificial intelligence sys…↗
KawzInvests 🦑 — @pumacapital_ No Korea ( $EWY), no photonics ( $LITE $COHR) 6.5/10↗
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 4
Ray Wang — $COHR on CPO & Scale-Up. Optics acceleration.
- The recent large CPO purchase order is initially for Scale-Out architecture but is expected to lead to Scale-Up deployments
- CPO…↗
Feb 2
KawzInvests 🦑 — CPO is the thesis behind the photonics sector catching a bid. Co-packaged optics is the next evolution of AI infrastructure and the supply chain runs through
- $AAOI
- $LITE
-…↗
Feb 2
KawzInvests 🦑 — My watchlist. Photonics caught a bid across the board today.
$AXTI +16% $OPTX +14% $LITE +11% $AAOI +10% $COHR +7% $PLAB +4%
This sector is just getting started.↗
Feb 2
KawzInvests 🦑 — @crux_capital_ This is literally my watchlist. Photonics sector is waking up across the board. $AAOI $PLAB $LITE $COHR $OPTX $POET all moving together. Earnings season is going to…↗