Keysight Technologies. Every tracked FinTwit mention of $KEYS, newest first. 22 mentions since the first on Jul 5, 2025. See the price chart.
June 2026 · 2 mentions
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
TheValueist — 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…↗
April 2026 · 11 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 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 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.↗
TheValueist — GAI Test & Measure is the new WFE.
$KEYS $AEHR $RAL $VIAV $FORM https://t.co/fkh3AeKxIU↗
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…↗
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…↗
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 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…↗
— GAI Test and Measure. Don't sleep on VIAV.
$VIAV $AEHR $TER $KEYS https://t.co/LTNpDcRmZw