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.↗
May 2026 · 22 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 · 6 mentions
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 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
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…↗
— $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 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
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
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↗
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
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…↗
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
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…↗
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
AlmaCap — $LWLG moved more than 100% following their $TSEM partnership↗
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
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
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
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
InvestmentGuru — Day trade/ swing idea
$PFSA
$AIXI
$BTBD
$SPCE
$DEFT
$LWLG↗
Apr 6
InvestmentGuru — Interesting play in this market
$SATL
$SIDU
$SPCE
$LWLG
$POET↗
— $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
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
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…↗