Fabrinet. Every tracked FinTwit mention of $FN, newest first. 130 mentions since the first on Oct 22, 2025. See the price chart.
July 2026 · 3 mentions
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 6
Serenity — I personally think $SIVE can be the next $LITE.
In the past few months alone, we've seen:
1. Partnerships with O-Net pushing ELS into mass production
2. $JBL 1.6T LRO mass produ…↗
Gaetano — We are seeing a fragmentation in the connectivity sector
Stronger - $SMTC $GLW $ALAB $CRDO $MTSI $MXL $MRVL
Weaker - $LITE $AAOI $FN $NOK $CIEN $IQE $AXTI $SIVE
Obviously this…↗
Jun 18
Midas — @asymmetrix_xyz $THLEF
$DCO
$AMD
$CRWD
$NOVT
$TEL
$ST
$CIEN
$FN
Posting my analysis on each of these companies here.
Don't miss out and follow me.↗
Jun 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 13
KawzInvests 🦑 — I went through every earnings call across the entire 800G and 1.6T supply chain and mapped out the actual supply vs. demand.
The $LITE CEO said it best: "We are significantly und…
May 2026 · 25 mentions
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 24
Jason Luongo — 7. $FN - Fabrinet
The contract manufacturer that physically builds the optical transceivers and photonic modules for the industry. About 74% of revenue comes from optical communic…↗
May 20
Serenity — $SIVE is nominating two new board members today.
It's very highly telling since the newcomers have acquisition backgrounds from:
-> Head of M&A at Ericsson / Advisor at Verdane,…↗
Serenity — 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 (…↗
Apr 26
Shay Boloor — 2026 IS THE YEAR OF PHOTONICS
• $GLW glass fiber & cable infrastructure for optical networks
• $MRVL optical DSPs & custom interconnect silicon for AI clusters
• $CRDO retimers, D…↗
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 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
InvestmentGuru — The Photonics and Optical sector— Full Breakdown -
Light. Speed. Fiber. Lasers.
Infrastructure layer-
$CIEN — High-speed optical networking equipment
$GLW — The fiber optic ca…↗
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
Serenity — $AAOI feels like must-have photonics exposure to me.
Their earnings report is genuinely black magic.
$LITE ($50B MC): FY 2026 est. ~$2.91B
$AAOI ($5.6B MC) H2 2027: $4.35B ARR.…↗
Feb 27
Serenity — Yeah $AAOI is the only true domestic player assembling in Sugar Texas for 800G and 1.6T transceivers. $COHR does their stuff in Malaysia/Vietnam, and $LITE uses $FN and others.
T…↗
TheValueist — My updated Custom Index Dashboard attached. Optical networking is ripping today.
$GLW $LITE $COHR $FN https://t.co/saOgRiK2Gb↗
Jan 24
Gaetano — 🚨Copper crunch Is the viral narrative right now!
I'm really interested in the pivot from copper to optics
$POET $ALMU $LITE $COHR $AAOI
The market is obsessed with copper right…↗
Jan 14
TheValueist — $FN: Fabrinet upgraded to Overweight from Equal Weight at Barclays
Barclays upgraded Fabrinet to Overweight from Equal Weight with a price target of $537, up from $499. The firm se…↗
Ray Wang — Rumor: "Supply chain sources report that as $FN expands its market share, the Taiwanese suppliers’ share of accelerator module shipments for $AMZN next-generation ASIC server, Trai…↗
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 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 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…↗
— $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…
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 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 14
TheValueist — It looks like this post-print gap down by $FN was a market mistake and opportunity to add. It hit an all-time high today. https://t.co/f27KWArasX↗
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
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 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
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 9
InvestmentGuru — The Complete Semiconductor Playbook — AI Supercycle 2026
The AI trade is no longer one ticker. It’s a full stack. Here’s every layer:
💾 MEMORY
$MU · $WDC · $STX · $SNDK · $AM…↗
May 8
Gaetano — We're seeing a trend with earnings
Companies that are already viewed from the market as having significant optics exposure are dropping 10-15%
Like $LITE $COHR $AAOI $FN $GLW…↗
May 6
InvestmentGuru — 5 AI Infrastructure names I’m still buying on pullback
$MU
Hit a new 52-week high of $640 on strong hyperscaler demand signals and bullish analyst revisions.  HBM market growing…↗
May 5
Gaetano — We've heard a lot about DCI this earnings cycle
From $GLW to $NOK to $FN
DCI is Data Center Interconnect. The optical/fiber layer connecting data centers, AI clusters, and campus…↗
May 5
Gaetano — $FN Fabrinet reported earnings today.
Stock reaction is negative so far.
The market may be focused on:
> Negative FCF
> Datacom revenue down QoQ
> Supply constraints broadening…↗
May 4
TheValueist — $FN KEY READ-THROUGHS FROM FABRINET Q3 FY2026 EARNINGS CALL
Fabrinet’s Q3 FY26 call provides a high-quality cross-sector signal that AI infrastructure demand remains broad, accele…↗
May 4
TheValueist — $FN (Bloomberg) -- Fabrinet reported adjusted earnings per share for the third quarter that beat the average analyst estimate.
THIRD QUARTER RESULTS
Adjusted EPS $3.72 vs. $2.52 y/…↗
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 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 2
Gaetano — We've got an even BIGGER week coming up
$LITE $COHR $AAOI $FN
$FN on Monday
$LITE on Tuesday
$COHR on Wednesday
$AAOI on Thursday
Over the next 24 hours I'm going to repost a f…↗
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
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…↗
— $GOOGL TPU shift is now pulling demand across the full AI compute stack from silicon & packaging to optics, power & memory:
• CPU Architecture: $ARM
• Optical Circuit Switch: $COH…
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…↗
Serenity — Did $GFS give the first direct confirmation about $SIVE...
As the laser supplier for their CPO / photonics ecosystem?
This is explicit laser architectural inclusion vs. previous…↗
Apr 19
Gaetano — Photonics is a stack!
$AXTI $AIXA $TSEM $AEHR $LITE $GLW
Here is a clean map of the sector.
Please bookmark & share!
A laser, a photonic chip, a finished module, and a deployed…↗
Apr 19
InvestmentGuru — $FN — Fabrinet: The Silent Manufacturer Behind Every Photonics Brand. Fabrinet occupies a strategically important segment of the photonics supply chain with a top Zacks rank, set t…↗
Serenity — Shunsin (6451). Foxconn’s optical packaging/assembly arm.
Previously 15-16% gross margins as OSAT but CPO/1.6T could be 30-35%, which brings blended up.
Since they’re doing hard…↗
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 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 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
Alex A.C. — Optics/Photonics battle: $FN vs $TSEM
Both have similar Market Cap. ($20B)
Tower Semiconductor Margins are rather higher (in its peak years, from 20% to 30%) than the ones of Fa…↗
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 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?…↗
KaizenInvestor — $FN up 10% today. Back up to the previous all time high. Looks like your safe bet into photonics.
They recently expanded its silicon photonics manufacturing partnership with iPro…↗
Trade Whisperer — You just dropped your entire IRA and 401k into $LITE $COHR $AAOI $AXTI $GLW $TSEM $FN
This is what your broker's "research" promised 🤣 https://t.co/aO4ViOTNEL↗
Apr 5
InvestmentGuru — Photonics
Lumentum, $LITE, is up +1,137% over the last 12 months, the 2nd-best performing stock in the S&P 500.
Over the same period, Applied Optoelectronics, $AAOI, is up +…↗
Apr 4
KaizenInvestor — Weekend is a great time to do some research.
Companies I’m going to look into this weekend:
$AEHR
$FN
$CIEN
$JBL
$VLN
$MTSI
$IRDM
$SPIR
Here is my method 👇↗
Apr 4
InvestmentGuru — $NOK — Nokia’s Photonic AI Infrastructure Play Nobody’s Talking About
The Infinera Acquisition Changed Everything-
Most people still think of Nokia as just a 5G RAN vendor. That…↗
Apr 3
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 2
KaizenInvestor — @BlackPantherCap Looking a lot into the photonics supply chain. Some interesting companies like $FN are coming up. Looking to right another article on the photonics supply chain as…↗
Apr 2
KaizenInvestor — @gregory_FTA I know $AEHR, it’s an interesting stock. Just think that $FN is almost not covered on X, so wanted to highlight them a bit. But I like $AEHR a lot.↗
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…↗
— PHOTONICS SECTOR SHOWING STRENGTH in this market
While the broader market bleeds ( $SPX -1.67%, $NDX -1.85%), the optical/photonics names are quietly holding green -
Here’s who’…
KawzInvests 🦑 — @valuechainkoala $FN is a good long aswell↗
Mar 26
PhotonBull — The traditional data center is dead; the era of the AI Factory has arrived.
AI factories are a new class of extreme-scale, GPU-driven facilities designed specifically for generati…↗
Mar 26
InvestmentGuru — Photonics: The Missing Layer Powering the AI Boom
Photonics — using light instead of electricity — is emerging as the solution.
Photonics Ecosystem
1️⃣ Silicon Photonics & Opti…↗
Mar 25
Serenity — @QuantumDom It’s like $NVDA, there’s a whole ecosystem but sometimes the largest beneficiary is the direct GPU or Laser supplier like $SIVE or $LITE.
Instead of the $POET, $FN typ…↗
Mar 24
TheValueist — $FN EXECUTIVE OVERVIEW
The 2 OFC 2026 Fabrinet sessions materially strengthen the view that the company’s current acceleration is being driven by multiple live programs rather tha…↗
Mar 23
TheValueist — Pleasantly surprised at how $FN is trading. https://t.co/EEjwQEQBfX↗
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 20
Serenity — The Serenity Silicon Photonics / CPO ETF.
YTD Returns of Each Index Stock:
$IQE: +282.5%
$AXTI: +246.6%
Landmark: 167.54%
$AAOI: +157.37%
$SIVE: +113.08%
$SOI: +103.54%
$LITE: +…↗
Serenity — @Kaizen_Investor For design/assembly
Eoptolink (China): ~$50B MC: ~$5.3B revenue
Innolight (China): ~$84B MC ~$11B revenue
$FN for low margin assembly ~$20B MC, ~$4B projected r…↗
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…↗
Serenity — Just in: $SIVE announces major partnership with O-Net and Enablence for CPO.
Sivers will be the laser array supplier for CPO.
This is thesis validation in effect as $SIVE become…↗
Mar 17
Serenity — $SIVE is now up +73.78% today ($231M MC).
As markets price in information synthesis of the next potential $LITE of photonics.
If I had to explain the difference:
One laser so…↗
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
Serenity — I’m long $SIVE at $140M.
I believe this is the next $LITE that markets and institutions missed.
$SIVE makes InP CW DFB lasers.
Closest comparison is $LITE in the current EML l…↗
Mar 16
Jason Luongo — Photonics is the hottest theme in the market right now.
Here’s every company you need to add to your watchlist:
Photonics / Lasers
$LITE $COHR $MTSI $AAOI $IPGP $POET
Optical Mo…↗
Mar 15
The AI Investor — A free breakdown explanation of the AI data center networking stack: Scale Up, Scale Out, and Scale Across.
What’s your best pick for an AI networking stock right now, given that…↗
Mar 15
Gaetano — What Photonics companies should I buy?!
$LITE $COHR $AAOI $POET $LWLG
I get asked this question often.
I can't tell anyone what to buy.
So instead, let me lay out all the compa…↗
Mar 14
InvestmentGuru — AI Is Fast… But Your Copper Wires Are Slower
Think AI is all about GPUs? Think again. The real bottleneck is moving data fast enough. Enter Photonics — sending data at the speed o…↗
Mar 13
Jason Luongo — NVIDIA just invested $4B into photonics. Marvell spent $5.5B on Celestial AI. GlobalFoundries acquired AMF.
Photonics is the hottest theme in the market and most investors still d…↗
Mar 12
Shay Boloor — Co-Packaged Optics could have its $NVDA GTC moment next week as AI data centers run into a bandwidth wall that traditional pluggables are struggling to solve.
CPO helps address th…↗
Mar 7
Serenity — @artazc44161 Only ones probably not priced in are the more niche ones like epitaxy process on top of the InP substrates or maybe new laser/transceiver players that hit their inflec…↗
Mar 7
Serenity — @springbok_fin Yeah if you go more upstream for optical transceivers for example, $AXTI is the end of the end materials bottleneck for photonics.
They usually they supply to epiwa…↗
Mar 7
InvestmentGuru — 2026: The Year of Lightspeed Optics — Here’s Every Stock You Need to Know
The optical networking revolution is accelerating, and the investment landscape just got a whole lot more…↗
Mar 5
Serenity — $AAOI has exceptionally strong buying pressure.
All major photonics names are down today:
$LITE down -4.74%
$COHR down -8%
$AXTI down -2.5%
$IQE down -20%.
$FN down -3.98.
But…↗
Mar 4
Serenity — $AAOI is extraordinarily exciting.
There is a chance this re-rates to $35B+ or higher next year from $7B if they can execute.
I'll give a TLDR of the landscape and a simple exp…↗
Mar 4
Serenity — High conviction long: $AAOI.
I genuinely think this could easily be a 3x by next year.
Nvidia funded $COHR, who does Malaysia manufacturing for 800G/1.6T.
$LITE uses FN i…↗
Mar 4
Serenity — $GOOGL rejecting CPO is a massive structural win for the entire pluggable optics ecosystem.
Most people missed this in the Needham analyst note on the $LITE $850 PT upgrade toda…↗
— After earnings, $AAOI could easily be a $25B-$30B company next year from $5B if they hit their projections.
And they're one of the only "Made in America" (Sugarland, Texas) comp…
Gaetano — 🚨How I construct my Photonics portfolio
$AAOI $LITE $COHR $CIEN $GLW etc.
For me, diversity is the game.
Different parts of the stack have different timelines and catalysts and…↗
Feb 26
Gaetano — 🚨 Photonics investors, $NVDA just reported earnings.
The call had clear signal for the photonics trade.
Let's dig in.
$LITE $COHR $CIEN $GLW $FN $CRDO $MRVL $POET
1/ "Netwo…↗
Feb 25
Serenity — Was the first to talk about $AXTI in relation to photonics BOM/supply chains:
$IQE is very interesting too as one of the only Western suppliers.
Basically if you look at photoni…↗
Feb 24
Gaetano — 🚨Photonics Investors, here is my active watchlist!
Prices where I would consider initiating or adding
Keep in mind that none of this is financial advice or a recommendation and…↗
Feb 23
TheValueist — $FN all-time high today. Trading well after the post-print gap down. https://t.co/kQFe9Jh9MT↗
Feb 22
TheValueist — $LITE $COHR $FN $AXTI KEY READ-THROUGHS FROM THE PHOTONICS SUPPLY CHAIN: START TO FINISH
The source material describes an end-to-end, yield-sensitive manufacturing chain in which…↗
TheValueist — $FN has been trading well. https://t.co/HJ90lZ90IX↗
Feb 17
Gaetano — 10-20 Billion $TSEM $FN $MTSI
Tower Semiconductor - $TSEM $14B
$TSEM Runs semiconductor factories that manufacture chips for other companies (foundry), especially in specialty p…↗
Feb 9
Alex A.C. — Fabrinet $FN
Opinions? An early "Tier-2" bet on Optics ? 🧐
A Fw P/E 32 if growth continues like the past year.
- Pros: the Optics/Photonics story is only starting; its future…↗
Feb 9
Gaetano — 🚨 Where Is The Photonics Trade Headed Next?
$AAOI $POET $GLW $MRVL $CIEN
$LITE & $COHR earnings came out last week.
So let’s talk about what they actually told us and how that s…↗
Feb 9
Gaetano — Photonics investors, I've got a post for you!
At 8:00AM EST I will be posting an update on the sector
Will cover a wide array of names from $AXTI $CIEN $POET $FN $AAOI and more…↗
Feb 3
TheValueist — $MU $FN CALL READ-THROUGH TO MICRON
The dominant incremental signal for Micron from the Rambus earnings call was that 2026 server-memory demand was described as solid, but system…↗
Feb 3
TheValueist — $CIEN $FN READ-THROUGHS AND IMPLICATIONS FOR Ciena FROM Fabrinet Q2 FY2026 (02/02/26) CALL
DIRECT COMPANY-SPECIFIC SIGNAL: CIENA SYSTEM RAMP IS REAL AND BEGINNING TO FLOW THROUGH…↗
Feb 3
TheValueist — $FN EXECUTIVE CALL SUMMARY: Fabrinet (02/02/26)
Q2 FY2026 represented a step-change quarter in scale and growth rate, with record revenue of $1.13 billion and record non-GAAP EPS…↗
Feb 2
TheValueist — $FN (Bloomberg) -- (Adds shares move.)
Fabrinet shares are down 8.93% in extended trading despite announcing reported adjusted earnings per share for the second quarter that beat t…↗
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
-…↗
TheValueist — $FN up ~6% today. Chart looks decent from here; needs to chop through its ATH. https://t.co/oSbTVigM5t↗
Jan 12
Gaetano — 🚨Later today I will disclose one of my top 4 positions!
It is from 'Bucket 1' companies
$LITE $COHR $CIEN $ANET $AVGO $AAOI $FN $MTSI
It recently hit my price target for an addi…↗
Jan 12
Gaetano — When I build my photonics portfolio, I like a mix of stages and a mix of where each company sits in the buildout
I think of it as 4 buckets
Bucket 1 - Executing now. Scaled earni…↗
Jan 8
Gaetano — Here is my active and updated photonics watchlist:
$AAOI ~$30
$ALMU ~ $17
$ANET ~ $110
$AVO ~ $320
$AXTI ~ $14
$CIEN ~ $170
$COHR ~ $170
$CRDO ~ $120
$FN ~ $370
$GLW ~ $78
$LITE…↗
Jan 4
Gaetano — 🚨What Photonics Companies Should I buy?!
$POET $LITE $COHR $AXTI $MRVL ...
You'll want to save this post.
It's no secret that the Photonics trade is here for 2026
Many tickers…↗