Lightwave Logic. Every tracked FinTwit mention of $LWLG, newest first. 210 mentions since the first on Dec 28, 2025. See the price chart.
July 2026 · 1 mention
Jul 7
InvestmentGuru — Silicon-to-Substation: 5 Themes Built for the Long Run
Photonics / Optical Interconnects The bottleneck is shifting from compute to data movement. Co-packaged optics fixes that. $…↗
June 2026 · 10 mentions
Jun 27
InvestmentGuru — The FTC approval of $SPCX’s acquisition of Mesh Optical is more than just another M&A headline—it’s a strong signal that AI infrastructure is entering its next phase. As AI cluster…↗
Jun 22
CK Capital — In the last 4 months I gave you all these plays and you still aren't following???
$CRDO $95 to $270
$NBIS $80 to $290
$PENG $34 to $72
$AMPG $3 to $9
$KEEL $3 to $6.50
$DRAM $30 t…↗
Jun 20
Black Panther Capital — @dusty_bull It’s an interesting case. I’ve added $LWLG to my watchlist.↗
Jun 20
Black Panther Capital — Here’s a new long idea: $LWLG
I keep coming back to $LWLG that recently ran from $3 to $18 and then back to $9.
Every optical interconnect roadmap past 1.6T hits the same wall:…
May 2026 · 24 mentions
May 28
AlmaCap — $SOI (SOITEC) earnings yesterday and $IQE earnings this morning are a window into what we can expect across the photonics industry.
We're still very early to the photonics / CPO s…↗
May 27
CK Capital — Seems like i’m getting a ton of hate today because of $ADTN which is deserved but people are now saying and acting like Ive done nothing in the last 6 months.
Let’s not forget i h…↗
May 26
AlmaCap — 6 from 7, not bad: if you had evenly distributed across the basket after my tweet yesterday you would have made 8.96% - basically 1 years S&P 500 gains.
Alternatively, you could…↗
InvestmentGuru — $LWLG
→ LWLG has a Fortune Global 500 customer already in Stage 3 of its Design Win Cycle — building and testing silicon photonics PICs targeting deployment inside a hyperscale da…↗
Apr 29
Serenity — Just an FYI: I don't need to post something every day about the names I own.
However, I did miss this with Shunsin (6451):
Foxconn picked by $NVDA as exclusive rack-scale suppli…
March 2026 · 71 mentions
Mar 29
PhotonBull — @mateja_papic @PepInvestStocks Im mainly speaking about OPTX, should have clarified.
But $LWLG has incredible technology and who knows how big it can get in the future🤷♂️↗
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 26
InvestmentGuru — Bookmark this post. Photonics can do better in this market in long term.
My favourite
$AAOI $LWLG $POET $SIVEF $TSEM
$AXTI $COHR $LITE $MRVL↗
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 25
Gaetano — @PepInvestStocks $lwlg with a really solid move the past week↗
Feb 25
Gaetano — Well, maybe I was too conservative 😅
Yesterday we saw some big moves
$AXTI up 23%
$AEHR up 14.3%
$LWLG up 13.6%
$ALMU up 13.5%
$POET up 10.6%
$GLW up 4.3%
$AAOI up 4.2%
This…↗
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…
January 2026 · 5 mentions
Jan 17
Gaetano — Pretty much sums up my entire thesis I wrote on the 7th!
$POET $ALMU $LITE $COHR
Here are excerpts from the full piece -
The Infrastructure Crisis
Artificial Intelligence creates…↗
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…↗
Gaetano — This post is FULL of valuable insight
It's clear that there is so much interest in Photonics
If you share that interest I highly recommend saving this post I tagged and coming ba…↗
InvestmentGuru — $AAOI
Long-Term Potential vs. Avoidable: A Fundamentals Check
The bull case for AAOI isn’t speculative — it’s tied to a real capital cycle. Cable operators are mid-upgrade to DO…↗
Jun 9
CK Capital — With $AMPG now being a multibagger from when I called it out here are a few more from this year.
$NBIS
$KRKNF
$AAOI
$PENG
$BE
$LWLG
$CPSH
$ALMU
More to come.↗
Jun 6
InvestmentGuru — The most underowned layer of the AI stack — the plumbing
$SIVEF · $POET · $LWLG
Three small-cap photonics names. High risk. High conviction. Long time horizon required.
Here’s w…↗
InvestmentGuru — 10 stocks to hold in this market.
$NOK
Nokia just booked €1B+ in AI orders in a single quarter.
⟶ Optical networking demand exploding
⟶ Nvidia invested $1B into them
⟶ AI & Clo…↗
Jun 2
Gaetano — If you don't like a stock
Whether it's $SIVE $POET $ALMU $LWLG $AAOI etc.
Maybe just don't buy it
Rather than shorting it
NFA of course.↗
— $LPK and $SIVE, European high beta names, ran very hard today. I think this is a tell for what's coming if sentiment on an Iran peace deal holds (no more war pls).
Here are the hi…
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 23
Michael | Hypermarkets — Elon Musk read 5 books as a kid.
Then he spent 30 years building every single one of them for $TSLA $SPCX
Here's the CHEATCODE straight from Elon's books:
1. Foundation Series b…↗
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 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
Michael | Hypermarkets — 10%-20% SPY crash starts right now says Tom Lee.
Here's 10 stocks I'd add under $10:
1. $POET — Current: ~$19 | Buy Zone: $8–$9
Marvell deal noise fades; $50M Lumilens deal hold…↗
May 12
Serenity — The 2.5% dilution to get listed on NASDAQ is actually extremely bullish with $SIVE, and I see it heading to $3B+ once its trading on US markets.
I think it's undervalued at curre…↗
May 11
InvestmentGuru — $DGXX $SLNH $SATL $SIDU $LWLG $POET $BB $KEEL $KOPN $VLN $GCTS $SHMD $ASTI $BLNK $ABCL
$SIVEF
Some good-looking small cap and early-bet setups in this market right now. A mix…↗
May 10
Michael | Hypermarkets — 1 year ago, SNDK was under $30, its up 5200% at $1560.
SNDK lost $2 billion every quarter, but GOOG AMZN needs their chips.
Right now, there's 7 companies under $30 exactly like…↗
May 9
InvestmentGuru — The Complete Semiconductor Playbook — AI Supercycle 2026
🤖 EDGE AI
$QUIK · $CEVA · $SYNA · $QCOM · $INDI · $VLN · $SMTC
→ AI leaves the data center. Devices. Cars. Factories…↗
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
InvestmentGuru — 20 Stocks That Could Be the Next Market Leaders
$JOBY — eVTOL pioneer. FAA cert in final stages. eIPP program launching mid-2026. Air taxi market is real and near.
$QS — Solid-sta…↗
May 4
InvestmentGuru — Money still coming in this stocks
$LITE
$COHR
$AAOI
$AXTI
$ALMU
$SIVEF
$GFS
$LWLG
$VIAV
$AEHR↗
May 4
Tradable Astronaut — The index is already surfacing the next movers.
$LWLG clean uptrend off March lows. +18% recently. ATH at 20.30 in sight.
$NVTS wedge breakout. ATH at 22.16 not far.
$USAR de…↗
May 3
Tradable Astronaut — Most traders find out about a stock after it already moved.
The Aion Index is built to flip that.
1183 tickers. 31 sector profiles. Scored daily using a proprietary multi-factor…↗
May 2
InvestmentGuru — $LWLG has been one of the most explosive photonics plays of 2026 — the stock went from ~$6.59 in late March to hitting a 52-week high of $17.28 intraday, a move of over 1,300% in t…↗
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…↗
Serenity — Fun fact, $SIVE just crossed the $1B MC threshold.
So a select few US institutions are able to buy it now (fund mandates)
However, the vast vast majority still can’t until they g…↗
Apr 28
Michael | Hypermarkets — In 2 years, LITE ripped from $50 to $900 up 1800%
But, LITE was losing $100,000,000+ per quarter (see financials)
Here's 3 stocks with the exact same set-up to make 1000%-2000%…↗
Apr 28
Michael | Hypermarkets — 20 stocks to LOAD when SPY crashes 10%-20% in May. These will be all on sale (wait for buy zones):
$ASTS — $75
Buy Zone: $50–60
Why: Prior breakout level + strong demand zone, ins…↗
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
InvestmentGuru — $POET and $LWLG — The Photonics Long Game
Two names. Same mega-theme. Very different risk profiles. Here’s why both deserve a spot on your watchlist 👇
The Tailwind (Same for Bot…↗
Serenity — @manny_c5 Pretty negative. It's big news, but a no-revenue R&D partnership like $LWLG and $TSEM.
They have a massive dilution vote from 45m -> 95m shares in 2-3 weeks as well, and…↗
Apr 24
InvestmentGuru — My 5 Favourite small cap Photonics Plays Right Now
$POET — First production order for POET Infinity optical engines worth $5M+, targeting 30,000+ shipments in 2026 for 400–800G AI…↗
Apr 23
Serenity — @SidkMena $LWLG has one developer agreement trial with $TSEM and is valued at $2.2B
$SIVE is shipping lasers that likely ends up in every hyperscaler optical program next year and…↗
Apr 22
InvestmentGuru — $POET
$LWLG
$ALMU
$OPTX
$SHMD
What a move in last one week, hopefully you winning↗
Apr 22
PhotonBull — $ALMU is now up ~50% from where I entered just a few weeks ago after the headline, and I have decided to trim this position.
My thesis was to see a run similar to $LWLG fueled by…↗
Apr 22
InvestmentGuru — $LWLG — Lightwave Logic is the most speculative — and potentially most transformative — photonics play on the market. They’ve developed proprietary electro-optic (EO) polymer mater…↗
Apr 22
InvestmentGuru — $LWLG : technology breakthrough bet
$POET : execution and product bet↗
Apr 21
Tradable Astronaut — There is always a bull market somewhere.
1,182 tickers scored across 31 sectors.
$AEHR 100, +113.8% since added. 13 day streak.
$MXL 100, +25.7%
$SOXL 100, +36.3%
$CRDO 100, +…↗
Apr 21
InvestmentGuru — When you see so many runners in the market, don’t try to chase everything — focus on a few high-conviction setups and size them properly. Spreading yourself too thin across too man…↗
Apr 21
TheValueist — I'm a firm believer in reflexivity. The SMID-cap GAI infrastructure trades that are at beginning of building their businesses potentially stand to benefit greatly. Still hard to pi…↗
Apr 21
InvestmentGuru — Lots of runners in this market right now. Stay disciplined. Size your positions properly.
$BYND
$SLNH
$BB
$DGXX
$PLUG
$SIVEF
$BULL
$POET
$LWLG
$RR
$BLNK
$PLUG
$BB
$NVTS↗
Gaetano — Got more coming today!
1 - $MRVL / $GOOG Understanding the news (already posted)
2 - $NOK Pre-earnings watchlist + highlighting company positioning (posting at 1:00pm PST)
3 - E…↗
Apr 20
Damnang2 — $POET and $LWLG
At first, I was very negative on $POET. When I first started posting on X, I even wrote that I had a bearish view on the company.
After that, I spent a lot of tim…↗
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
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 — $LWLG — Lightwave Logic: The Polymer Modulator Bet That Could Slash Power Consumption 10x
Lightwave Logic is pursuing a fundamentally different approach — proprietary electro-optic…↗
Gaetano — One of my biggest mistakes in Photonics...
$POET $ALMU $COHR $MRVL $LITE
Was having meaningful exposure to pre-commerical companies rather than being predominantly weighted on the…↗
Apr 16
Serenity — @FrankMakrides Changed my mind after reading your comments, have a more negative opinion on $LWLG now.↗
Serenity — @StrateGeee Foxconn’s live.. $NVDA optical supply chain for packaging, test, and assembly..
Is valued less than a development trial between no revenue $LWLG and $TSEM↗
Apr 16
Serenity — Sorry but I’m convinced $LWLG is the current $RGTI of photonics.
I have zero clue… How they’re valued at $1.8B.
Foxconn’s optical arm Shunsin, for $NVDA CPO packaging, assembly,…↗
Apr 16
Serenity — @TD_btc24 Pretty confident in Shunsin (6451) doubling. Hard to see Foxconn’s optical packaging arm valued less than $LWLG lol↗
Apr 16
InvestmentGuru — Photonics and Space bouncing today
$AAOI
$COHR
$LITE
$LWLG
$POET
$AXTI
$AEHR
$SATL
$RKLB
$ASTS
$SIDU
$SPIR↗
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
Serenity — Out of curiosity. Why do Europeans hate their own markets?
If you look at all my core longs:
$IQE up 837% YTD
$SIVE up 385% YTD
$ALRIB up 258% YTD
$SOI up 208% YTD
$RPI up 107% Y…↗
Apr 15
Gaetano — More coming today!
1 - $ALRIB $AIXA $VECO News + Signals for Optics stack (posted)
2 - Watchlist update with 5 new additions 👀 (3:00pm PST)
3 - New Spanish supply chain transfo…↗
Apr 15
InvestmentGuru — The AI supply chain is still the hottest sector in the market
From optics to semis to testing — capital is flowing across the entire stack-
$AAOI $AXTI $OPTX $SNDK
$LWLG $AE…↗
Apr 14
AlmaCap — @KeungTyler It will probably continue to run, look at how $LWLG moved following $TSEM partnership.
Its still very early stage though and quite high risk - if they deliver and exe…↗
Apr 14
InvestmentGuru — 5 Photonics Small Caps on the Move
$POET – Building the AI data highway
POET’s optical interposer is designed to move massive data faster and more efficiently inside AI systems.…↗
Apr 14
Serenity — $ALRIB is starting to grow on me.
First they have $MSFT Quantum as their core hyperscaler customer.
Then they have Quantum Dot like QD Laser… and photonics foundries like $IQE a…↗
Apr 13
Tradable Astronaut — The Aion leaderboard already flagged where money was rotating.
Semis. 74 tickers scored.
$AEHR 100
$LWLG 99
$INTC 97
$MRVL 95
Price follows strength.
The index ranks it…↗
Apr 13
CK Capital — I told you guys to buy
$NBIS at $70 up 120%
$KRKNF at $2 up 300%
$LWLG at $5 up 130%
$OPTX at $4 up 200%
$BE at 110 up 60%
$AMPX at $9 up 100%
$CRDO at $90 up 50%
These were all…↗
Apr 13
CK Capital — @investAndForget $NBIS is the big one man, $ASTS too. also great runs from smaller positions of mine like $LWLG and $ALMU↗
Gaetano — I've got alot cooking today
1 - $ALMU brain dump + significance of news (3:00pm PST release)
2 - Undiscovered supply chain play on the Bloomberg data center delay (already poste…↗
Apr 13
Serenity — I actually thought $SIVE should be trading at $2B+ MC today (from ~$520m) if they were listed as a US company.
Not later this year.
Since I’m not sure how:
- $LWLG trades at 3.…↗
Apr 13
TheValueist — $LWLG Lightwave Logic (LWLG) Q4 FY2025 Post-Earnings Debrief
https://t.co/uXap6L3OmE
Thesis: Lightwave Logic did not deliver a conventional numbers quarter. FY2025 revenue remain…↗
Apr 13
Serenity — @JustaMetaDude Yeah looks like re-listing in US is on near term roadmap for $SIVE.
That should unlock a lot of capital, not sure how $LWLG trades at 4x the valuation↗
Apr 13
CK Capital — $ALMU just secured $4M+ in US government contracts for quantum dot lasers and quantum nonlinear materials with $TSEM Tower Semiconductor as a manufacturing partner.
$ALMU is up al…↗
Apr 13
PhotonBull — Okay took a small $ALMU position here around $13
Reasoning:
-Very cheap and did not run yet, even down 50% from the highs, I am expecting photonics investors to be searching for…↗
Apr 13
AlmaCap — $LWLG moved more than 100% following their $TSEM partnership↗
Apr 13
PhotonBull — This $ALMU news seems interesting
Feels similar to how the $LWLG run started off a $TSEM partnership
Still highly risky and very speculative, but worth monitoring over the long…↗
Apr 13
InvestmentGuru — $SPIR $SIDU $SATL $LUNR $POET $LWLG $OPTX $ALMU
Small caps + hot sectors = momentum setup
Space and photonics names catching flows as narratives heat up.
Low float, high interes…↗
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
PhotonBull — Wow, this has been an incredible move on $LWLG so far!
Over 100% since my post
Did not expect it to move this much this fast, but it just shows what happens when photonics stocks…↗
Apr 12
CK Capital — $LWLG is up almost 200% this year and I think most people still have no idea what this company is.
Let me explain why it could be the next $LITE.
Lightwave Logic has developed a…↗
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
KaizenInvestor — Some key catalysts I'm looking forward to in 2026-2027.
Q2 2026
- $POET: high-volume light source scaling.
POET unveiled its next-generation Starlight and Blazar hybrid external…↗
Apr 12
InvestmentGuru — 10 Stocks That Have Nearly DOUBLED in 2026 YTD. While the market bleeds, these names are printing
$SNDK
Pure-play NAND flash powerhouse spun off from Western Digital. Revenue up…↗
Apr 12
Damnang2 — I just finished an article on the structural technical risks of $LWLG.
In this piece, I break down what I see as the fundamental limitations of polymer modulators, why this techno…↗
Apr 12
Damnang2 — $LWLG 에 대한 구조적 기술 리스크 분석 아티클을 정리했습니다.
제가 바라보는 polymer modulator의 근본적인 한계가 무엇인지, 왜 이 기술이 기대만큼 쉽게 상용화되기 어려울 수 있는지, 그리고 왜 $LWLG 를 조금 더 냉정하게 봐야 하는지를 기술 관점에서 풀어보았습니다.
마지막에는 밸류에이션에 대한…↗
Apr 11
Jason Luongo — Researching 4 new stocks this weekend.
$OUST $20.80
LiDAR + computer vision. Acquired StereoLabs in February - now selling a full Physical AI sensing platform, not just sensors.…↗
Apr 11
CK Capital — $LWLG might be the next photonics stock to go on a crazy run. https://t.co/0bQNMzDq5U↗
Apr 11
PhotonBull — Almost forgot about this but me and @KawzInvests were actually looking at this one a while ago at the end of February.
We had looked at $ALMU before as a solution to the $AXTI bot…↗
Apr 11
InvestmentGuru — 10 small-cap momentum stocks across 2 high-beta sectors to watch and potentially hold 👇
$SPIR — satellite data + defense momentum
$SIDU — high-volatility space microcap
$SATL — s…↗
Apr 11
Serenity — am i that powerful?
pretty sure it's just information synthesis + discovery. If I posted about a napkin company trading at 8 p/e, nobody would care.
When $SIVE is the light sourc…↗
Apr 11
Gaetano — $LWLG is up more than 3x in 2 months
After $POET report gets dropped this weekend, this will be my next deep dive!↗
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
InvestmentGuru — $POET
$LWLG
$SATL
$SIDU
$VLN
All moving today↗
InvestmentGuru — $SATL in space and $LWLG in photonics are better setup IMO↗
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
InvestmentGuru — $POET and $LWLG best risk reward in photonics
$SATL and $SIDU best risk reward in Space
$VLN and $INDI best risk reward in semiconductor↗
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
InvestmentGuru — $SIDU, $SATL, $SPCE, $LWLG, $POET are all showing strong setups—great names for traders right now, offering clean volatility and opportunity if levels hold and momentum continues.↗
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
InvestmentGuru — Photonics are good
$AAOI
$LWLG
$LITE
$COHR
$AXTI↗
Apr 6
Trade Whisperer — $LWLG Pop +12.01%
Last 3 Months:
Blue-Win, Blue-Win, Blue-Win, Blue-Win
Pink-Trim, Pink-Trim, Pink-Trim, Pink-Trim
Get 280+ charts daily. Try it free:
https://t.co/ZQDP5HCFyq htt…↗
Apr 6
InvestmentGuru — Day trade/ swing idea
$PFSA
$AIXI
$BTBD
$SPCE
$DEFT
$LWLG↗
Apr 6
InvestmentGuru — Interesting play in this market
$SATL
$SIDU
$SPCE
$LWLG
$POET↗
InvestmentGuru — The Next Big Winners: Long-Term Investment Ideas:
1. $ASTS — AST SpaceMobile
Space-based cellular broadband direct to smartphones. Several mobile network providers have given the…↗
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
InvestmentGuru — My Top 5 Stocks Under $10 If I Had to Start Over Today
$ONDS
$SATL
$POET
$LWLG
$QS↗
— 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…
Tradable Astronaut — Bull/bear, doesn't matter right now, think bigger picture.
Price action, flow, structure, and data are all pointing the same direction. A break over 9 day MA can lead us to $670.…↗
Mar 25
InvestmentGuru — Photonics: Leaders + Asymmetric Upside Plays
$COHR – AI Infrastructure Through Light
Core player in lasers + optical components powering hyperscale AI data centers.
$LITE – The…↗
Mar 24
InvestmentGuru — Hopefully you not missing
$LITE $COHR $AAOI $AXTI $IPGP $LASR $VIAV $LWLG $POET $AEVA
$EMKR $LASE $SIVEF $TSEM↗
Mar 24
InvestmentGuru — 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 relativ…↗
Mar 20
InvestmentGuru — My Top 5 Photonics Plays
$COHR
The full-stack photonics leader — lasers, materials, transceivers, and components across AI, telecom, and defense. A true “picks & shovels” giant w…↗
Mar 20
InvestmentGuru — Where to concentrate in this market
NeoCloud
$IREN $CIFR $NBIS
Photonics
$COHR $LITE $POET $LWLG
Chips
$NVDA $MU $TSEM
Drone + Defence
$ONDS $KTOS $RCAT
Robotics +Automation…↗
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: +…↗
Tradable Astronaut — The @AionAnalytics leaderboard is showing you where the strength is.
$LWLG 🔥7 +40.2%
$FSLY 🔥14 +24.9%
$CRCL 🔥12 +21.9%
$DOCN 🔥7 +24.3%
$AXTI 🔥2 +19.1%
These are some n…↗
Mar 20
InvestmentGuru — Photonics is lighting up the market!
This emerging sector is showing real strength today:
$LITE +10%
$AAOI +10%
$COHR +7%
$SIVEF +21%
$LWLG +5%
$LASR +3%
$TSE…↗
Mar 19
InvestmentGuru — $POET and $LWLG both green now following sector strength↗
Mar 18
Serenity — I feel like markets should value:
$AAOI $93 -> $162 (~$13B MC) after their new capacity projections today.
and
$SIVE should be valued at 7.7 -> 38.5 ($1.1B MC) at least?
If o…↗
Mar 18
Serenity — The more I look into Sivers
< $SIVE / $SIVEF >
the more I wonder:
How is the laser company for the hyperscaler photonic supply chains…
Valued at ~$200M USD MC?
All the compan…↗
BULL OF BRITAIN — "The Silicon Photonics techonology/capacity we need, is significantly higher than what we have today" - Jensen Huang CEO of NVDA about Photonics.
He is literally telling you what…↗
InvestmentGuru — Photonics need a consolidation phase before next upside cycle. This phase might be buying opportunity whoever missed earlier 🤞
$AAOI
$LITE
$COHR
$POET
$LWLG↗
Mar 17
Gaetano — Ok I've got another one for you guys...
$MTSI $CRDO $LWLG $SIVE $SMTC
It's a company I never talk about, but am invested in.
Again, it's not necessarily in the tickers above.
It…↗
Mar 17
Gaetano — This has become one of my favorite photonics plays
$CIEN $AAOI $LITE $COHR $LWLG
Ciena’s core business is in high-speed optical networking.
One of the most important AI opportuni…↗
InvestmentGuru — Photonics - interesting week as $NVDA AI megaconference GTC week
$POET
$AAOI
$LASR
$AXTI
$LWLG
$LITE↗
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 15
Gaetano — One company has been on my radar...
$CRDO $MTSI $SMTC $LWLG $SIVE
But I haven't bought just yet
The story and trajectory are very compelling
The valuation is what is holding me…↗
Mar 15
Gaetano — I can't overstate the important to stress test
$LITE $COHR $AAOI $LWLG $POET
It's easy to be a bull with blinders on
It takes work to be a bull with earned conviction
It has happ…↗
Mar 15
Gaetano — What is the best Photonics ETF?
$LITE $COHR $AXTI $AAOI $LWLG $TSEM
This is another question I get alot.
I'm not an ETF guy, I'm a stock picker.
So I do not find any ETFs with o…↗
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 — Quantum Computing could become a $1T industry over the next two decades.
Quantum computers operate very differently from classical computers.
Instead of using bits (0 or 1), they…↗
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 14
Jason Luongo — Markets are closed this weekend and I'm not complaining.
When I'm not spending time with friends and family, I'll carve out some time to dig into a few new names.
On my research…↗
Mar 13
Serenity — @themissinglinks I personally shorted $LWLG because this ticker keeps getting spammed under all my posts.↗
Mar 13
Gaetano — I've got a great Education Saturday post coming...
$LITE $AAOI $AXTI $LWLG $POET
For anyone interested in understanding photonics
And all the relevant companies
You will gain l…↗
Mar 13
KaizenInvestor — Weekend is a great time to do some research.
Companies I’m going to look into this weekend:
$RDDT
$LWLG
$LPTH
$INFQ
$OKLO
$VRT
Here is my method 👇↗
Mar 13
InvestmentGuru — $AAOI $LITE $COHR $AXTI $GLW
$POET $MRVL $LWLG
OFC 2026 (Optical Fiber Communications Conference) starts next week — one of the most important events for the photonics and AI inf…↗
Mar 13
Gaetano — This article is BLOWING UP $TSEM $LWLG
Congrats @PhotonCap
Let's keep this going!↗
Mar 13
Serenity — @demarscrypto $LWLG too speculative for me given MC, even with $TSEM integration.
Found better risk reward to be with names like Soitec, which share similar MCs range ($700m-$2B…↗
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 12
CK Capital — BANGGGG
$LWLG https://t.co/gV7v8UEi5P↗
Mar 12
Michael Sikand 🦑 — $LWLG +48% today.
The markets are excited that a pre-rev startup just partnered with $TSEM and got integrated into their SDK (basically their off shelf catalog to customers).
TL…↗
InvestmentGuru — $LWLG : technology breakthrough bet
$POET : execution and product bet↗
Mar 12
InvestmentGuru — My Personal “AI Photonics Power List”
If I rank risk vs potential upside:
$POET – strong AI networking thesis
$LWLG – huge upside if tech adopted
$AAOI – direct data-center expos…↗
Mar 12
Gaetano — $LWLG had some big news today with $TSEM
Let’s break down what $LWLG does, what this news means, and what we need to watch for
LWLG is working on electro-optic polymer materials…↗
Mar 12
InvestmentGuru — AI photonics layer
$LWLG $POET $AAOI $LITE https://t.co/nLSvJ1Awvn↗
Mar 12
InvestmentGuru — $LWLG
Lightwave Logic just announced a development agreement with Tower Semiconductor to integrate its high-speed, low-power polymer modulators into Tower’s PH18 silicon photonic…↗
Serenity — @davocorbulo Already looked into $LWLG.
For me personally, there’s no disclosed financial terms and it’s an integration partnership.
So too speculative off zero revenue, compan…↗
Mar 11
Tradable Astronaut — $LWLG + 55% TODAY
INSANE WORK BY @DeepInference finding it on the scanner!!
Comment WAITLIST to be added to a waitlist for a 1 month free trial https://t.co/u7Iulx5fTc↗
Mar 11
KawzInvests 🦑 — $LWLG just announced a partnership with $TSEM.
Up 15% on the day. 30% AH.
The photonics supply chain is coming together faster than anyone expected. 👀 https://t.co/M9seAvlpjS↗
Mar 11
CK Capital — BANG
I am very long now on $LWLG with a small position↗
Mar 11
CK Capital — I got in at around $5.40
This news is insane for a stock this cheap.
Tomorrow we will ride
$LWLG↗
Mar 11
Michael Sikand 🦑 — $LWLG - This $700M micro cap just went from pipe dream to Nvidia supply chain.
Looks like the highest r/r trade ahead of Nvidia GTC.
Lightwave Logic just signed a development agr…↗
Mar 11
CK Capital — $LWLG just signed a deal with Tower Semiconductor and the market has no idea what just happened.
Tower is not a small partner. They are one of the largest silicon photonics foundr…↗
Mar 11
PhotonBull — $LWLG just announced a development agreement with $TSEM and markets are sleeping on it.
Tower Semiconductor, the same foundry partnered with $NVDA, is integrating Lightwave Logic'…↗
Mar 11
KawzInvests 🦑 — $LWLG just signed a deal with Tower Semiconductor ($TSEM).
Up 15% on the day. 20% after hours.
Here's why most people are still underestimating this:
LWLG isn't just a hardware…↗
Gaetano — My strategy for investing in early-stage companies...
I get lots of questions about companies like
$POET $LWLG $ALMU etc.
These companies appeal to many investors becuase they ar…↗
Mar 4
InvestmentGuru — Hopefully 🤞 pre market this stocks are looking good
$AXTI
$POET
$LWLG
$AAOI
$LASR↗
Mar 4
Tradable Astronaut — 🚨Leaderboard for the day🚨
Top 5 Strongest: $AAOI $ACLX $LWLG $YOU $AEHR
Top 5 Weakest: $EOSE $MKND $RUN $GRAL $SHLS
Newly added to Strongest: $APA $PBF $RCAT $REI $RELY $USO…↗
InvestmentGuru — $POET
$LWLG
$OPTX
Still cheap photonic in market, IMO↗
Mar 2
Gaetano — When it comes to finding the 'next' photonics trade
Like $POET $ALMU $LWLG for example
My strategy has evolved a lot over time
This post below reflects my own personal strategy…↗
Gaetano — 🚨'The Photonics Trade Is Over'
$AAOI $LITE $COHR $GLW $CIEN
'All these companies are up way too much'
'We need to find the NEXT big play'
Etc.
I hear you.
I have heard these…↗
Gaetano — <1 Billion $ALMU $LWLG $POET
$ALMU - Aeluma Technologies $260m
Aeluma is shattering the cost barriers of AI and defense by fusing high-speed light technology with standard silic…↗
— 🚨Later today I will update my watchlist
$POET $LWLG $AXTI $ALMU $LITE $COHR
After a day of hard selling across some of these names
And a day of big gains for others
I want to q…
Gaetano — The AI Buildout and the InP supply constraint $AXTI
$POET $ALMU $LWLG $COHR $AVGO $LITE
AXT is seeing a tsunami of demand for their InP wafers with a record $49M backlog as they d…↗