Who mentions $IPGP most on Surfaced?

@investmentguru_ (InvestmentGuru) mentions $IPGP most — 9 mentions in the past 12 months.

When was $IPGP first mentioned on Surfaced?

The earliest tracked mention of $IPGP in the Surfaced archive was on Jan 12, 2026.

How many voices track $IPGP?

6 FinTwit voices have mentioned $IPGP 14 times in the past 12 months.

What kind of voices mention $IPGP most?

$IPGP is mentioned most by Long Research voices on Surfaced.

$IPGP — FinTwit mentions on Surfaced

Recent mentions

14 mentions

@investmentguru_May 16, 2026 · 12:04 PM

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 interconnects need InP-based lasers. And InP supply is critically constrained. WHAT IS InP AND WHY DOES IT MATTER? Indium Phosphide is the substrate behind high-speed optical components — the lasers and photodetectors moving data at 800G and 1.6T speeds inside AI data centers. Silicon simply can’t do what InP does at these speeds. No InP = No optical interconnects = AI infrastructure hits a wall. THE FULL InP VALUE CHAIN 𝗦𝘂𝗯𝘀𝘁𝗿𝗮𝘁𝗲𝘀 & 𝗪𝗮𝗳𝗲𝗿𝘀 → $AXTI — one of the only publicly traded InP substrate suppliers in the West → $IQEPF — epitaxial wafer supplier feeding InP laser production 𝗖𝗼𝗺𝗽𝗼𝗻𝗲𝗻𝘁𝘀 & 𝗟𝗮𝘀𝗲𝗿𝘀 → $COHR — vertically integrated, owns InP laser fabs → $IPGP — fiber and InP laser exposure → $AAOI — transceiver/laser components → $LITE — InP laser supplier to hyperscalers 𝗦𝗶𝗹𝗶𝗰𝗼𝗻 𝗣𝗵𝗼𝘁𝗼𝗻𝗶𝗰𝘀 / 𝗙𝗼𝘂𝗻𝗱𝗿𝗶𝗲𝘀 → $TSEM — InP photonics foundry capabilities → $GFS — compound semiconductor exposure 𝗣𝘂𝗿𝗲-𝗣𝗹𝗮𝘆 𝗦𝗽𝗲𝗰𝘂𝗹𝗮𝘁𝗶𝘃𝗲 → $POET — optical interposer platform designed to integrate InP lasers at scale, potentially solving the bottleneck directly → $LWLG — electro-optic polymer platform, InP alternative play → $ALMU / $SIVEF — smaller speculative names in the photonics supply chain 𝗧𝗲𝘀𝘁𝗶𝗻𝗴 & 𝗩𝗮𝗹𝗶𝗱𝗮𝘁𝗶𝗼𝗻 → $AEHR — wafer-level burn-in testing for photonic chips → $KEYS — optical and high-speed signal testing WHY SUPPLY CAN’T JUST SCALE OVERNIGHT InP isn’t silicon. → Only a handful of facilities globally can produce InP substrates → Building new InP fabs takes years and billions → Geopolitical concentration risk is real — much of the supply chain runs through Asia → Hyperscaler demand for 800G/1.6T is accelerating faster than supply can respond This is a structural bottleneck — not a temporary one. THE INVESTMENT THESIS IN ONE LINE The AI buildout runs through InP. And InP supply is stuck. The picks-and-shovels play isn’t just $NVDA. It might be the substrate nobody’s heard of yet. Not financial advice.

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@thevalueistMay 10, 2026 · 11:12 PM

$IPGP IPG Photonics: The Strategic Pivot, Path to Recovery, and Investment Thesis. IPG Photonics is the dominant player in fiber lasers, but dominance in industrial cutting has become a more complicated position to hold. Chinese competitors have driven sustained price pressure in that segment, and the margin profile that once defined IPG's quality premium has eroded as a result. The strategic response — pivoting toward medical technology, battery welding, and defense — is the right directional move, but it's an early-stage reorientation against a backdrop of near-term financial pressure. Recent results show demand recovering and revenue growing, which confirms that the core business remains viable. The more important question is whether that top-line recovery translates into margin restoration, and the answer so far is incomplete. Free cash flow conversion has been inconsistent, and profitability hasn't yet reflected the volume improvement in a way that validates the thesis. Leadership has been overhauled. The new CEO is focused on operational discipline and broadening the product portfolio toward integrated laser systems — a higher-value configuration that moves IPG up the stack from component supplier to solutions provider. That's the right ambition, but integrated systems require different sales motions, longer customer relationships, and more complex delivery capabilities than standalone laser units. The organizational transition to support that shift is still underway. The valuation is carrying a recovery premium that the financials haven't yet earned. The stock is pricing in a successful execution of the strategic pivot, which means margin expansion and free cash flow improvement need to materialize on a visible timeline to justify current levels. A high-quality business with a credible long-term direction, but the entry point demands that the complex pieces — new leadership, new markets, new product configurations — come together with reasonable speed. The upside is real if the pivot lands. Medical, battery, and defense are structurally better markets than commodity industrial cutting, and IPG's technical foundation is strong enough to compete credibly in all three. The risk is execution timeline — the gap between strategic intent and financial proof points is still wide, and the stock doesn't offer much patience buffer at current multiples.

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@investmentguru_May 9, 2026 · 3:53 PM

The Complete Semiconductor Playbook — AI Supercycle 2026 🤖 EDGE AI $QUIK · $CEVA · $SYNA · $QCOM · $INDI · $VLN · $SMTC → AI leaves the data center. Devices. Cars. Factories. Multi-year secular trend just getting started. 🏗️ AI INFRA $SGH · $SKYT · $AVGO · $NVDA · $ARM · $CRDO · $MRVL → The “Nvidia-only” era is over. The full stack is getting priced in. ⚡ POWER $POWI · $TXN · $MPWR · $VICR · $GANX · $AEHR → AI data centers are power monsters. Unsexy. Essential. Increasingly scarce. 🔬 FUTURE-TECH $LWLG · $AXTI · $POET · $TSEM · $GFS · $IPGP → Silicon photonics foundry capacity = national strategic asset. 🛠️ EQUIPMENT $AMAT · $LRCX · $KLAC · $ASML · $ONTO · $ACMR → Without these, nothing above gets built. Map the full stack. That’s where the alpha is. Not financial advice. DYOR

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@michaelsikandApr 12, 2026 · 10:30 PM

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 is a genuinely interesting lottery ticket. Just look at the management team. The CEO was involved with two acquisitions to $LITE. He was an exec at Oclaro when $LITE acquired it for $1.8B becoming Chief Strategy Officer of Lumentum. Then he advised on $IPGP's coherent division and that got sold to $LITE too. The playbook for $LWLG could be similar? Small IP company integrates into major fabs, validates tech, gets absorbed by a larger platform. That's basically the Oclaro story all over again. On top of that, the CTO ran the technology roadmap for $NOK's $10B network infrastructure group. The VP of Engineering: $COHR, $LITE, and Sumitomo. These are senior execs who left the biggest photonics companies in the world to work on a moonshot. Still a speculative pre-revenue trade but if electro-optic polymers become the standard, $LWLG wins big. Not convinced we've topped until $ALMU moons 😆

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@investmentguru_Apr 9, 2026 · 12:28 AM

Photonics / Optical / Semiconductor — Full Stack View Foundries $TSEM $GFS → Scaling silicon photonics capacity to meet demand surge Optical Components & Lasers $COHR $LITE $IPGP $LASR → Core building blocks: lasers, modulators, photodiodes Transceivers & Optical Engines $AAOI $POET → Where electrical meets optical — key bottleneck + opportunity Chip Design & SiPh Integration $MRVL $MTSI → Designing the brains behind optical interconnects Manufacturing & Packaging $FN → Advanced assembly becomes critical as complexity rises Networking & Systems $CIEN $GLW → Moving massive data through fiber at scale Testing & Materials $AEHR $AXTI $LWLG → Enabling performance, reliability, and next-gen efficiency Key Drivers → AI data center buildout (800G → 1.6T → CPO) → Demand > supply through 2027 → Aggressive M&A across the ecosystem This isn’t just a sector — it’s an entire supply chain being repriced in real time. Photonics isn’t coming… it’s already here. Not financial advice. DYOR.

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@investmentguru_Mar 24, 2026 · 6:06 PM

Hopefully you not missing $LITE $COHR $AAOI $AXTI $IPGP $LASR $VIAV $LWLG $POET $AEVA $EMKR $LASE $SIVEF $TSEM

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@investmentguru_Mar 24, 2026 · 10:29 AM

Photonics is quietly becoming one of the most interesting sectors right now. Money is starting to flow in, but unlike other crowded trades, many names are still undervalued relative to their long-term potential. This is the kind of space where early positioning matters. The real opportunity isn’t in chasing spikes — it’s in identifying strong companies, building a watchlist, and waiting for the right entries. AI, data centers, and next-gen communication all rely heavily on photonics — the demand tailwind is real and growing. Smart money builds positions early… not after the hype. $LITE $COHR $AAOI $AXTI $IPGP $LASR $VIAV $LWLG $POET $AEVA $EMKR $LASE $SIVEF $TSEM

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@frenchie_Mar 22, 2026 · 7:46 AM

Elon musk annonce Terrafab Musk, c’est surtout un mec qui sait hyper ses projets. Il vend très bien le why now des data centers spatiaux : énergie solaire illimitée, refroidissement plus simple, pas besoin de batterie, ni de régulation locale, découplage partiel des contraintes réseau au sol, etc… Mais ce qui m’intéresse vraiment, c’est la question : si demain on commence à mettre des centaines de milliards de datacenter aller vivre en orbite, qui va être payé pour les défendre et garantir la souveraineté de ce magot ? L’upside n’est pas que sur le lanceur type SpaceX, mais sur tout l’écosystème défense orbitale : •les intégrateurs / primes comme Northrop Grumman ( $NOC) et L3Harris ( $LHX) qui font du « space systems » capteurs, etc… •Les boîtes laser / énergie dirigée comme nLIGHT ( $LASR) et IPG Photonics ( $IPGP) qui fournissent les briques optiques pour armes à énergie dirigée et liaisons optiques. •En pur Space stock qui peuvent pivoter vers la défense spatiale, $PL, $RKLB, $ASTS, $LUNR (plus risqué) Comme ceux qui ont vendu des armes à feu aux Espagnols pour conquérir le nouveau monde, l’espace sera le nouvel Eldorado de l’armement.

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@jasonl_capitalMar 16, 2026 · 1:56 AM

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 Modules / Transceivers $AAOI $FN $LITE $COHR $CIEN Optical DSP / Networking ASICs $MRVL $CRDO $AVGO Switching / Ethernet Networking $ANET $CSCO $HPE $DELL Fiber Infrastructure / Connectors $GLW $APH $TEL Semiconductor Foundry (Photonics chips) $TSM $GFS $UMC $TSEM Semiconductor Equipment $ASML $AMAT $LRCX $KLAC Materials / Wafer Substrates $AXTI $ENTG $LIN $APD The AI optics market is growing 60% this year. InP substrate supply is 70% short of demand. Copper can't keep up. This is AI's next bottleneck.

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@investmentguru_Mar 14, 2026 · 4:26 PM

Weekend Watchlist: $LITE $COHR $IPGP $CIEN $POET $LWLG $LASR $QUBT $OPTX $QCLX $AEHR $ATEC $KEYS

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@investmentguru_Mar 14, 2026 · 4:25 PM

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 of LIGHT. Why 2026 Is THE Year for Photonics $NVDA , $META & $MSFT are ripping out copper, installing 1.6T optical engines, cutting rack energy by 40%. •Silicon photonics: $2.3B → $17.8B by 2035 (25% CAGR) •Defense & aerospace photonics are exploding, growing faster than any other segment. Top Plays Laser Chips (EMLs) $LITE – 814% gain in 1 year; S&P 500 March 2026 addition $COHR – industrial & defense lasers, telecom optics $POET – Photonics foundry & integrated photonic ICs Full-Stack Optical / Transceivers $COHR – $5.8B revenue, Nvidia collaborator $LWLG – Lasers, modulators & optical components for telecom/datacenters $QUBT – Quantum photonics startup going public soon Fiber Lasers / Industrial Photonics $IPGP – EV battery welding, industrial, medical; medical revenue set to double $LASR – High-power fiber lasers, industrial & defense niche $QCLX – Quantum cascade lasers, specialized industrial & defense applications Contract Manufacturing / Assembly $FN – Optical contract manufacturer; benefits from volume ramp $OPTX – Optical packaging, assembly, and photonic integration Systems / Networking $CIEN – Coherent photonics & pluggable modules $INFN – Edge & long-haul disruptor Test Equipment / Enabling Tech $AEHR – Wafer-level burn-in & test; 76% YTD $ATEC / $KEYS – Optical test solutions Emerging / Disruptor Plays •Lightmatter – Photonic AI acceleration •Ayar Labs – Optical engines on substrate; co-packaged optics disruptor Photonics isn’t niche anymore. It’s core AI infrastructure. From lasers → systems → testing, every layer is a potential hyper-growth story.

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@investmentguru_Mar 2, 2026 · 11:28 AM

Photonics stocks Substrate & Equipment • $AXTI – substrate materials exposure • $IPGP – fiber lasers & light sources • $IQE – advanced epitaxial wafers (InP, GaAs) Optical Components & Systems • $LITE – lasers & photonics components • $COHR – diversified optical tech • $GLW – fiber & telecom glass • $POET – photonic integrated circuits • $CIEN – optical networking leader Transceiver & Interconnect • $AAOI – optical transceivers • $AEHR – photonics/semi testing tools • Photonics is deep-tech infrastructure, not a short-term trend. • As AI compute scales, optical bandwidth must scale with it. • The highest value often sits upstream — substrates, epitaxy, fabrication yield. • Scarcity = leverage. Photonics today is where semiconductors were decades ago — a foundational layer quietly powering everything. If AI, cloud, and connectivity continue expanding, photonics must expand with them.

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@investmentguru_Mar 1, 2026 · 10:36 PM

Why Photonics Is a High-Conviction Sector Investment Photonics isn’t just “optics.” It’s the infrastructure layer enabling AI, hyperscale data centers, telecom upgrades, and next-gen sensing. The full photonics supply chain: From mining & refining → substrates → epitaxial growth → wafer fab → assembly → transceivers → data-center rack. The biggest value capture happens where scarcity exists — upstream bottlenecks Why Photonics Matters Photonics — broadly the generation, manipulation, and detection of light — is becoming core infrastructure for: 🔹 Cloud & AI data centers (optical interconnects replacing copper) 🔹 Telecom & 5G/6G networks 🔹 LiDAR for autonomous systems 🔹 Advanced sensing (industrial, healthcare, defense) 🔹 Laser-based manufacturing & materials processing Demand for bandwidth and data has triggered a structural shift toward optical technologies everywhere. The Bottleneck Layers (Highest Value) 1.Substrates (InP / specialty wafers) 2.Epitaxial growth – atomic-level precision 3.Dedicated photonics wafer fabrication 4.Yield optimization & testing These scarce steps require capital, expertise, and long build times — often translating to pricing power and defensibility. Potential Investment Plays by Segment 🔷 Substrate & Equipments $AXTI – equipment for substrate processing $IPGP – fiber lasers & light sources $IQE- Specialist in advanced epitaxial wafers (InP, GaAs). 🔶 Optical Components & Systems $LITE – lasers & photonics components $COHR – broad optical tech portfolio $GLW – fiber, glass, telecom optics $POET - Developing photonic integrated circuits and optical engines. $CIEN - Optical networking leader. 🔸 Transceiver & Interconnect Plays $AAOI – optical transceivers $AEHR – photonics/semi testing tools ⚠️ Speculative / Emerging •Smaller silicon photonics innovators •Pure photonics integration startup plays (private or later stage) Investment Insight - The photonics sector is deep tech infrastructure, not a short-term fad. - As data throughput requirements explode, the photonics stack becomes more mission-critical. - Upstream capabilities — especially substrates, epitaxy, and fabrication yield — tend to be the highest value drivers. Photonics is to the modern digital economy what semiconductors were in the last 40 years — a foundational tech layer. If data centers, AI, and connectivity are going to scale, photonics has to scale with them. Not a financial advice

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@crux_capital_Jan 12, 2026 · 8:50 PM

Exciting Updated! I’m keeping AI datacenter photonics as my core focus and I’ll continue covering my top positions there. But I’m expanding into another lane where my photonics work translates directly. Defense & aerospace is one of the largest end markets for high-performance photonics, especially in EO/IR sensing and laser-based systems. EO/IR sensors, laser systems, and optical communications are becoming foundational capabilities, and it’s a real supply chain + qualification game. Names I’m starting discussions with: System-level: $RTX $LHX $NOC $GD $LMT Sensors: $TDY $DRS Lasers/components: $LASR $IPGP $LITE $COHR $MKSI $OSIS If you care about defense tech, sensing, or the photonics supply chain, follow along.

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