Keysight Technologies. Every tracked FinTwit mention of $KEYS, newest first. 52 mentions since the first on Feb 21, 2026. See the price chart.
July 2026 · 2 mentions
Jul 13
Leandro — A couple of years ago I read an interview made by @JRogrow to Jerome Dodson (founder of Parnassus Investments).
The quote below stuck with me and molded by investment philosophy:…↗
Jul 3
InvestmentGuru — SEMICONDUCTOR EQUIPMENT:
Smart money is watching who BUILDS the machines that make those chips.
Here’s the full value chain:
making the wafer:
Lithography: $ASML (the undispute…↗
June 2026 · 4 mentions
Jun 19
Damnang2 — Compute is starting to trade like a commodity.
CME and ICE are moving to list GPU rental rate futures. Big tech is no longer just buying chips. It is contracting compute capacity…↗
Jun 19
Gaetano — There is so much in my research/content funnel
Going to be a busy few days
Here's some stuff I am working through and will be posting over the next week or so:
1 - China Oversu…↗
Jun 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…↗
Leandro — Just published an update on Keysight’s Q2.
The company reported great earnings, with revenue growing 31% YoY (24% organic) and orders growing 56% YoY (48% organic)
This has histo…↗
Leandro — Strong earnings from Keysight again
- 31% revenue growth in Q2
- 29% growth guided for Q3
This has historically been a MSD/HSD grower but with tonnes of optionality
+121% since…
April 2026 · 14 mentions
Apr 29
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 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 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…↗
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 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…↗
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…↗
TheValueist — GAI Test & Measure is the new WFE.
$KEYS $AEHR $RAL $VIAV $FORM https://t.co/fkh3AeKxIU↗
Feb 24
TheValueist — Sea of green today in GAI Test & Measure on the KEYS print.
$KEYS $AEHR $RAL $VIAV↗
Feb 24
TheValueist — $KEYS going apeshit on this print. https://t.co/ACwRRpxE6U↗
Feb 24
TheValueist — Here's my updated US GAI Test & Measurement Tracker sorted by YTD. Get after it.
$FORM $AEHR $TER $VIAV $KEYS https://t.co/ulnUm3PQbe↗
July 2025 · 1 mention
Jul 5
Colin King — $RAL spin-off trading at $45 on 113m s/o = $5bn market cap.
FCF guide looks like a potential landmine compared to carve-out f/s... $1bn cumulative through 2028 = $285-333m per yea…↗
— I've had a couple of solid conversations with the folks at $KEYS over the past few weeks. It seems like they are firing on all cylinders and have strong visibility into future pipe…
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 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…↗
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…↗
Gaetano — If you invest in Photonics, you need to understand the important of the testing layer
$AEHR $VIAV $FORM $KEYS $TER
This article is a great introduction↗
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 8
Gaetano — This could be a confusing layer of Photonics
$VIAV $AEHR $FORM $KEYS
So I took a moment to try to make it as simple as possible
Testing is going to become a big theme as we trans…↗
Apr 7
Damnang2 — CPO Testing에 대해 아티클을 작성하였습니다.
테스트 단계별로 어떻게 진행되는지, 어떤 점이 아직 시장에서의 해결 과제인지, 각 단계별로 어떤 회사들을 주목해야 하는지 상세하게 적어보았습니다.
감사합니다.
$AEHR $FORM $KEYS↗
Apr 7
Damnang2 — CPO is something many people talk about. But what really matters is CPO testing.
In this article, I explain in the clearest and simplest way why testing is the hardest part, and w…↗
Apr 7
Damnang2 — When well known figures say they like names such as $FORM, $KEYS, or $AEHR, the easiest thing to do may be to buy those stocks without giving them much thought.
But I believe conv…↗
Apr 5
Serenity — Digitimes: Taiwan tackles CPO testing bottlenecks to scale SiPh for AI data centers.
Huge. Emphasis. on: "CPO and Silicon Photonics bottleneck" + "Testing."
$FORM, $KEYS, $ASE, a…↗
Apr 3
Leandro — @PythiaR @zephyr_z9 Why isn't Keysight $KEYS a good way to play the telcos? (and pretty much any innovation in comms). Not cheap anymore though↗
— 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…
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: +…↗
Mar 17
InvestmentGuru — MARKET LEADERS EMERGING — FOLLOW THE MONEY, NOT THE NOISE
The market is clearly rotating into AI infrastructure, photonics, power, and defense — and these names are leading the mo…↗
Mar 17
Serenity — @PhotonCap Glad to hear! Yeah, there's so many different names since photonics TAM for AI is massive.
You can definitely make an ETF of stuff like $FORM, $KEYS, $VIAV, $AEHR, and…↗
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 6
TheValueist — Haha. I don't know about huge, but of your list I like $KEYS $TER $FORM $AEHR - the others might be interesting as well, but I haven't spent much time on them.↗
Mar 5
Leandro — I’ve identified two sets of common traits in my biggest winners:
1. Cyclical businesses riding long-term secular trends: there will most likely be a time when nobody wants to own…↗
TheValueist — GAI Test and Measure. Don't sleep on VIAV.
$VIAV $AEHR $TER $KEYS https://t.co/LTNpDcRmZw↗
Feb 24
TheValueist — Given $KEYS crushed it last night, here is a breakdown of the electronic test & measurement industry.
--------------
Public parent vs. brand note: several iconic test brands sit in…↗
Feb 23
TheValueist — $KEYS KEY READ-THROUGHS FROM KEYSIGHT TECHNOLOGIES FISCAL Q1 2026 EARNINGS CALL
The material indicates a meaningful acceleration in high-speed digital, optical, and protocol-layer…↗
Feb 23
TheValueist — $KEYS EXECUTIVE CALL SUMMARY: Keysight Technologies Inc (02/23/26)
Keysight delivered a material top-line and earnings inflection in fiscal Q1 2026, with both revenue and EPS exce…↗
Feb 23
Leandro — Very strong earnings from Keysight $KEYS
+73% since this was released a year ago
Comprehensive earnings digest coming out this week↗
Feb 23
TheValueist — $KEYS (Bloomberg) -- Keysight forecast adjusted earnings per share for the second quarter; the guidance beat the average analyst estimate.
SECOND QUARTER FORECAST
Sees adjusted EPS…↗
Feb 22
TheValueist — $KEYS Keysight Technologies: AI Growth Vectors, Strategic Integration Analysis, and Investment Thesis.↗
Feb 21
TheValueist — $KEYS earnings on Monday 2/23/26. https://t.co/Rv0pFWcjRt↗