MACOM Technology Solutions Holdings. Every tracked FinTwit mention of $MTSI, newest first. 148 mentions since the first on Jan 4, 2026. See the price chart.
July 2026 · 3 mentions
Jul 13
Serenity — @IrisWan39849142 $AAOI mainly gets revenue from pluggable, they’re developing/sampling related lasers but have no CPO design wins.
Others like $MTSI look like they fell off the ma…↗
Jul 9
PhotonBull — Data centers are hitting the physical limits of copper. Goldman sees AI optical component spend growing from $15B in 2026 to $154B by 2028, and NVIDIA just committed $2B each to Co…↗
Jul 9
Michael | Hypermarkets — $SPCX crashed right after its IPO to $147.
It's going under $100 first before ripping $1,000+
These 19 SPACE stocks will explode too:
1. $RKLB ~$87
Small-launch and satellite m…↗
June 2026 · 20 mentions
Jun 27
Serenity — $SPCX / Elon Musk acquires Mesh, an optical networking startup.
Which is working on 1.6T OSFP (pluggable).
It’s seems they own the optical engine/packaging side of things, but li…↗
Jun 23
Gaetano — I had Chat make a quick comp table
$SMTC $MTSi $ALAB $MXL $CRDO
It's a day old now so things changed
But check it out https://t.co/qJcTZkKbuw↗
Jun 21
Gaetano — In my latest article I unpack the following:
$SMTC $MTSI $ALAB $MXL $CRDO
It is not a deep dive.
It starts with a quick pulse check on each company:
> What they sell
> What thei…↗
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…
May 2026 · 29 mentions
May 29
Alex A.C. — @ParadisLabs "Where they sit alongside $LITE, $COHR, $MTSI as critical laser suppliers for hyperscaler "
And $AAOI 😡
😅😉↗
May 28
Serenity — $SIVE is the most compelling CPO/photonics exposure to me.
Addressing the disinformation: I haven’t sold and don’t plan to sell a single share.
I do think this ends up the next…↗
May 28
Serenity — Just in case people are wondering about my track record with European equities:
$RPI: $280 -> $800 (agentic AI hardware demand thesis).
$LPK: ~$6, thesis at $13 -> $24.2 (glass c…↗
May 27
Serenity — They’re stupid?
$JBL announced demand > supply for their 1.6T LRO and this signals mass production on $SIVE lasers.
Ayar raised $500m for volume ramp and dropped $LITE and $MTS…
April 2026 · 34 mentions
Apr 30
Serenity — @KingDavidvs Are you kidding? $IQE having $MTSI to pay off debts with 45M Euros is fundamentally different.
From some no name shtco like $SLNH diluting $1B off a $197m MC, with a…↗
Apr 30
Serenity — @ravietweet Morgan Stanley now ended up holding 6.5% of $SOI, which was my other silicon photonics long.
I’m do show retail the structural chokepoints in AI before institutions fi…↗
Apr 30
Serenity — Fun fact: don’t think any large US institution had positions in $SIVE / $SIVEF since it was a majority owned local Swedish retail stock.
There’s also fund mandates preventing US f…↗
Serenity — The market are missing the implications from $NVDA investing:
$2B into $COHR for optical.
$2B into $LITE for optical.
and $2B into $MRVL for optical today.
Nvidia did this exact…↗
Mar 31
Serenity — @swisssong Anytime. I think people should treat the analysis as extremely high level, not a deep dive into the industry.
I'm not quite sure how Mirae missed so many names from $MT…↗
Mar 31
Serenity — CPO Value Chain Summary from Mirae Asset:
Laser Source:
Coherent < $COHR >
Lumentum < $LITE >
Furukawa Electric (TYO: 5801)
Yuanjie Semiconductor (SHA: 688498)
Innolight Technolog…↗
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
Serenity — Was the first to talk about $AXTI in relation to photonics BOM/supply chains:
$IQE is very interesting too as one of the only Western suppliers.
Basically if you look at photoni…↗
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…↗
Gaetano — 🚨Copper crunch Is the viral narrative right now!
I'm really interested in the pivot from copper to optics
$POET $ALMU $LITE $COHR $AAOI
The market is obsessed with copper right…↗
Jan 22
Serenity — Memory Supercycle Supply Chain TLDR:
US Sleeper HBM4/Memory alpha picks that benefit from $MU and SK/Samsung:
$VECO ($2B) -Laser annealing
$PLAB ($2.1B) - Lithography photomask
$…↗
Jan 12
Gaetano — 🚨Later today I will disclose one of my top 4 positions!
It is from 'Bucket 1' companies
$LITE $COHR $CIEN $ANET $AVGO $AAOI $FN $MTSI
It recently hit my price target for an addi…↗
Gaetano — We are seeing a fragmentation in the connectivity sector
Stronger - $SMTC $GLW $ALAB $CRDO $MTSI $MXL $MRVL
Weaker - $LITE $AAOI $FN $NOK $CIEN $IQE $AXTI $SIVE
Obviously this…↗
Jun 16
Serenity — @AsianbeBlazin Other way around, $NVDA bottlenecked the entire industry for EML capacity.
And did the same with CW capacity ONCE AGAIN with $LITE, $COHR, and $MRVL (if they have L…↗
Jun 16
KawzInvests 🦑 — The AI infrastructure buildout has three distinct networking layers. Each one is at a different point in its adoption curve and each one has different winners.
1. Scale-up connect…↗
Jun 15
Serenity — @halldj00 Ayar started off multi-sourcing with $MTSI and $LITE.
Then removed them from their website and likely made $SIVE primary source (likely for first gen).
It's every hyp…↗
Jun 15
BULL OF BRITAIN — The $IQE news is honestly great - a seriously good bid, even at these levels.
Stock ran to £0.60p without $TSEM or $MTSI backing, a worse balance sheet and worse market.
This se…↗
Jun 15
Serenity — Wow, $IQE and $TSEM sign a multi year InP epiwafer deal.
Remember I told you all IQE was important to Western optical supply chains back at $12?
$MTSI had to go out of their way…↗
Jun 14
The Future Investors — The Future Investors presents the 30 quality stocks with the highest expected free cash flow growth over the next 3 years (CAGR) 📈💰
1. $MU | Micron - 265.9%
2. $HXSCL | SK hynix…↗
Jun 12
Michael | Hypermarkets — $SPCX shares are priced at $135 for its $2 trillion IPO.
Its return is 100x-200x by 2035.
These 20 companies will benefit the most:
1. $BKSY ~$34
AI-ready Earth observation sate…↗
Jun 12
Serenity — VPEC new price hikes on Epiwafers today.
Positive bottleneck read through on companies like $IQE and Landmark (3081) in terms of pricing power/demand for epiwafers.
This follows…↗
Jun 9
KawzInvests 🦑 — Expect some short term selling in photonics names on the CPO/800V delay headline. The market will paint the whole sector with one brush.
Photonics is not just CPO. CPO is one sl…↗
Jun 9
BULL OF BRITAIN — The semiconductor thesis may be broken, proceed with caution.
Based on a Semianalysis report.
> CPO and 800V will be delayed till 2028/29 a huge pushback in the system.
> 400…↗
Jun 7
Serenity — @KHu08400080 Not all dilution is bad and depends on what structure.
If you're doing a $600m ATM to build out laser fab capacity with $AAOI for $471m / month H1 2027 (at lower MC…↗
Jun 4
Serenity — @MikeBaumgart1 It’s a bit hard for major companies to go about acquiring CHIPS act funded companies like $SIVE on a whim. Or $IQE with gov ties.
Lot of the venture arms just miss…↗
Jun 4
Serenity — $SIVE looks like both a chokepoint and a bottleneck for CPO next year.
Keep seeing information published from nontechnical people who miss any nuances.
Here’s the reason why:…↗
Jun 2
BULL OF BRITAIN — Why I flipped from bearish to bullish on $SIVE and added on to the $GFS news.
First, I was never short this. I fundamentally was bullish on the company when I bought in, but tur…↗
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…↗
Serenity — $SIVE is the most compelling CPO exposure stock to me.
Despite the volatility.
You probably won’t find something like this again until the next architectural shift in photonics…↗
May 25
BULL OF BRITAIN — @holden_commodor No it doesnt. That is specifically what the $MTSI partnership fixed↗
May 25
BULL OF BRITAIN — @snmart I think as it stands. 30p is the floor. Their biggest downstream customers ex: $LITE have all had historic earnings.
We also already know balance sheet is better via $MTS…↗
May 25
BULL OF BRITAIN — $IQE earnings in 3 days. No one realises this company is quietly frontrunning the hidden layer of the 6G capex build-out
" $NVDA and Global Telecom Leaders Commit to Build 6G on O…↗
May 24
Jason Luongo — 3. $MTSI - MACOM Technology Solutions
Supplies the analog photonic semiconductors - laser drivers, TIAs, modulators - that sit at the physical interface between electrical signals…↗
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 20
Michael | Hypermarkets — The largest IPO in history is $SPCX on June 12th valued at $1.75 trillion.
Elon Musk says by 2030 regular people will be ultra-wealthy.
Here's 20 companies directly linked to SP…↗
May 20
Gaetano — Today is a great reason why I want exposure to copper
Names like:
$CRDO
$SMTC
$MTSI
$VLX / $VLX.L↗
May 19
Wayne Liang — So during my deep dive into Space, cross checking names that Renaissance holds, I came across only two names under $1B MC.
> $SATL (~$1.4B MC now) - I called an entry for you at ~…↗
May 17
Serenity — When I see comments like this (and there are a lot) from retail investors:
I immediately think they lack the technical depth.
I'll walk through each one from $SIVE to $LPK:
1.…↗
May 13
Gaetano — Some of the best re-rate candidates in optics
Came from companies with legacy businesses
Or heavy copper exposure
And are transitioning to heavier optical product mix
Companies…↗
May 12
Serenity — Random CPO related names I like:
- $SIVE
- Foci (3363)
- $TSEM
- Browave (3163)
- PCL (4977)
- $AXTI
- Msscorps (6830)
- $IQE
- Shunsin (6451)
- Furukawa Electric (5801)
- $MTSI
-…↗
May 11
Serenity — Not too shabby?
$IQE is now up 4x since in the past 3 months.
$MTSI paying off their debts does derisk the company long term.
I’m curious if anyone listened anon? https://t.co…↗
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 8
Gaetano — $MTSI Earnings reaction was very encouraging for $SMTC
If $SMTC doesn't price in their earnings before their time, could be a nice reaction
ER beginning of June↗
May 8
Gaetano — We're seeing a trend with earnings
Companies that are already viewed from the market as having significant optics exposure are dropping 10-15%
Like $LITE $COHR $AAOI $FN $GLW…↗
TheValueist — $MTSI KEY READ-THROUGHS FROM MACOM TECHNOLOGY SOLUTIONS Q2 2026 EARNINGS CALL
MACOM’s Q2 FY2026 call provided a broad, high-signal read-through across AI data center optical conne…↗
May 7
TheValueist — $MTSI (Bloomberg) -- Macom forecast adjusted earnings per share for the third quarter; the guidance beat the average analyst estimate.
THIRD QUARTER FORECAST
Sees adjusted EPS $1.3…↗
May 5
Serenity — Woah... Massive CW laser bottleneck.
It's interesting $LITE is bottlenecked by CW lasers so they buy them on the open market:
"Now we’ve seen a little bit of tension in our own…↗
May 5
TheValueist — $MTSI all-time high today. Nice looking breakout chart. Earnings on 5/7/26 pre. https://t.co/hY6F3BfGaE↗
May 5
KaizenInvestor — I initiated a position in $WOLF yesterday. I bought the stock at $36.
I discovered Wolfspeed as they are an indirect supplier of Filtronic. The space communication tech is rapidl…↗
May 3
Serenity — It's pretty insane to see $SIVE become a Tier 1 laser supplier for CPO.
This is my prediction/guess with est. mapping:
$NVDA ate up all the capacity with $COHR, $LITE after the…↗
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…↗
— @kwongny Probably related to the rest of the share offering sold to convertible note arbitrage firms.
Originally thought it was just $MTSI but there was another tranche sold to ex…
Serenity — @Mellokhai Nuanced, long term bullish especially with $MTSI as an investor and clearing debt. Macom is not a day trader so that 45M is locked up.
Short term bearish if the other…↗
Apr 28
Serenity — @kapitonov_ivan So $SIVE doesn't handle capacity scaling, Win Semi does volume ramp.
Win is massive. $AVGO, $LITE, $QCOM, Mediatek, $MTSI, $NXPI, all use them.
They're in $AAPL,…↗
Apr 28
Serenity — I'm happy Japanese communities started positions in $SIVE after doing research!
A stronger international shareholder base is always positive.
As for some thoughts, my read on the…↗
Apr 27
Serenity — @JeremyMaine4 $MTSI plans to buy $IQE out of debt and be a strategic investor? How could this be bearish.↗
Apr 27
Serenity — @LNMDad This is incredibly positive having $MTSI take $IQE out of debt and be a strategic investor.↗
Apr 27
Serenity — Just now, $MTSI looking to invest $45 Million into $IQE and sit on the board.
What did I say anon??? Landmark was overcapacity...
+ IQE was a structural chokepoint in photonics…↗
Apr 27
Serenity — @O_bhaina $MRVL benefits long term by vertically integrating the packaging process.
They will likely just make a deal and buy lasers directly from $SIVE, $MTSI, and maybe $LITE is…↗
Apr 27
Serenity — @adrian_jega $LITE likely has majority capacity allocated to $NVDA, not $MRVL.
Ayar removed $LITE from their website and before they primarily multi-sourced between $SIVE, $MTSI,…↗
Apr 27
Serenity — @FlachtFunds It's not good news. But it's not that bad either.
$LITE likely has capacity allocated toward $NVDA, which is why $AMD CPO (likely) went with $SIVE + $GFS is my guess.…↗
Apr 27
Serenity — Still think $SIVE is vastly undiscovered.
Feels like markets are only slowly starting to realize the likely laser supplier for $AMD?
The only two public laser companies were $SIV…↗
Apr 23
Serenity — @InspiredHustle8 Win Semi handles expansion… that’s why I was bullish on $SIVE so they don’t need to burn through capex handling this.
There’s only a few publicly traded companies…↗
Apr 23
Serenity — All the hyperscalers $SIVE likely ends up in 2027-2028 is staggering at a $900m MC.
Markets don't understand what's coming.
From speculative mapping:
> $SIVE -> $POET -> $MRV…↗
Apr 21
Serenity — Woah... Sivers looks like the primary laser supplier to $AMD's CPO program if AMD goes the Ayar route at $GFS.
The interesting thing is: $LITE and $MTSI were silently removed from…↗
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…↗
Serenity — @JCassidyHogan Of course? When do you ever see the $MRVL and $JBL laser supplier at $700m MC?
All the other laser companies like $MTSI and $LITE are in the tens of billions right…↗
Apr 15
Serenity — I really meant it when I thought $SIVE could be valued at $2B today.
When do you ever find a critical laser supplier to $MRVL, $JBL, and Hyperscaler supply chains...
At $620m MC…↗
Apr 15
Serenity — @CryptoGuru365 I think $SIVE has the potential to be a $10B+ laser company like $MTSI or $LITE↗
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 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 10
Gaetano — Nice to see $MTSI move to new highs today.
Not often talked about in the optics sector, which is unfortunate because MACOM has some good exposure to the buildout.
It makes the a…↗
Apr 10
Jason Luongo — Nvidia invested $6B into photonics in March alone.
The AI bottleneck isn't chips. It's moving data
between them.
10 photonics stocks I'm watching:
$AAOI - Applied Optoelectronic…↗
Serenity — For the next photonics CW laser chokepoint.
Personal high-beta exposure tierlist:
1. $SIVE: $302m
2. $AAOI: $8.35B
3. Yuanjie (688498): $13.55B
4. $MTSI: $17.4B
5. $LITE: $56.1B…↗
Apr 4
KaizenInvestor — Weekend is a great time to do some research.
Companies I’m going to look into this weekend:
$AEHR
$FN
$CIEN
$JBL
$VLN
$MTSI
$IRDM
$SPIR
Here is my method 👇↗
Apr 2
Serenity — @FranGGlez 100% lasers. I personally wouldn't go downstream into assembly and others.
But with the laser chokepoint it's really hard to pick a winner between stuff like Luxnet, F…↗
Apr 2
Serenity — Lightcounting: "This is not a typo"
Optical interconnects has a reasonable chance to reach $100B+ by 2030 from ~$19B (2025).
If you're looking for my favorite names:
Compounders…↗
Apr 2
Serenity — @PhotonCap Yes there’s others out there like Sumitomo, Furukawa, $MTSI, $LITE, $COHR, and these types of players…
But very rare to you see a pure play cw laser for the next photon…↗
Apr 1
Black Panther Capital — THE AI SUPPLY CHAIN — COMPLETE MAP
I've spent a few hours mapping the entire AI supply chain. Hyperscalers are spending $750 billion. These are the 42 companies building, powering…↗
— If you care about CPO
$LITE $COHR $AAOI $SIVE $MTSI
Then you'll be interested in what I have to share
I am currently writing up a series of reports on how all the main CPO laser…
Serenity — @Erotser3 Sure, it's more like direct exposure vs. marketcap.
The light source environment looks like this:
Leading players: Lumentum ($55B), Broadcom ($1T), Coherent ($55B), Su…↗
Mar 27
Serenity — @yuntungshieh Back when $AMD was $3 a share:
The industry consensus was $INTC was keeping them around just for "monopoly" purposes and they wouldn't be disrupted. $AMD went up 66…↗
Mar 27
Serenity — You cant spell Winner without Win.
Because of that: I’m bullish on $SIVE supply chain.
$SIVE -> WIN (TPE:3105) -> Ayar SuperNova -> $JBL -> Hyperscalers, as one flow.
If you c…↗
Mar 27
Serenity — I am long Win Semi (3105.TWO) at $4.1B MC.
I believe markets are sleeping on of the most important foundries in the world (aside from $TSM).
IMO their strategic positioning excee…↗
Mar 26
Serenity — Photonics are not having a fun time.
Laser Companies from:
$LITE, $SIVE, $COHR, $MTSI, $AAOI all down.
Substrate, Foundries, and Epiwafer from:
$IQE, $AXTI, $SOI, $TSEM all down.…↗
Mar 26
Serenity — So if you care about the second optical transicever bottleneck outside of EML/CW Lasers:
- $SANM (US)
- $TTMI (US)
- WUS Printed Circuit (TPE: 2316)
- Unimicron (TPE: 3037)
- Zhe…↗
Mar 26
Serenity — @Alex__0x0 Yeah, everything from $AAOI, $LITE, $MTSI, $TSEM, $COHR, $AXTI, $SIVE, $IQE, Landmark, and others have been strongly outperforming!.
Sometimes you forget the index is…↗
Mar 26
Serenity — $SIVE at ~$400m MC is a name I genuinely believe...
Institutions missed as the upstream laser chokepoint for hyperscalers.
When you look at $TSEM following my thesis, the stock w…↗
Mar 26
Serenity — @Berlinergy Exactly. Lot of things come just a lack of understanding.
If people developed their own conviction around names like $SIVE, $MTSI, $LITE if they saw how severe the EML…↗
Mar 25
Serenity — @rodrimartinezgg Trading at ~$440M right now but my expectation is $2-3B today.
Then could be $MTSI $17-20B MC in a year and half once Jabil and others scale up.↗
Mar 25
Serenity — @TGodTrader Oh 100% companies would want to acquire Sivers. They're one of the few companies in the world like $MTSI that can do this.
But acquisitions might be blocked since $SI…↗
Mar 25
Serenity — $SIVE is literally one of the only pure play public exposure to the (CW/EML) optical laser bottlenecks in the world.
$LITE - $55B+
$COHR - $53B+
$MTSI - $17.8B+
$AAOI - $8.8B
$…↗
Mar 25
Serenity — @yathatone2 They're all kinda high conviction... aside from $MTSI and Win Semi.
You can probably just put all those in an equal weighted ETF and strongly outperform the market.…↗
Mar 25
Serenity — Every industry leader...
Especially $AVGO (Physical Layer Products division) in this statement today.
Cites Lasers as a bottleneck for semiconductors.
If you aren't long...
->…↗
Mar 24
Serenity — There's the Space Satellite MegaCycle:
-> Triggered by $PL.
With $BKSY / $SATL / $SPIR and others following.
Then there's the Photonics SuperCycle:
-> Triggered by $LITE and $…↗
Mar 23
Alex A.C. — @aleabitoreddit "It’s a critical CW laser company"
- It's a very small InP Laser company (among other products) WITHOUT mass production
"Closest comparison is $MTSI [and $LITE]"
-…↗
Mar 23
Serenity — I keep getting asked:
What's the PT of $SIVE? It's a $320m MC company, how far can it run?
It’s a critical CW laser company, the next chokepoint in photonics.
Closest compariso…↗
Mar 23
Serenity — @KiroIkigai Cw lasers with $SIVE to $MTSI↗
Mar 23
Serenity — $SIVE is starting to play out like my $AXTI thesis round 10?
Up triple digits now.
Really not sure how markets missed this one tbh?
-> Laser supplier to Jabil… for 1.6T pluggab…↗
Mar 22
The Future Investors — AI’s next bottleneck: data movement 🚀
Photonics is the solution 💡
Photonics has multiple layers. These stocks stand to benefit 👇
🔴 𝗟𝗮𝘆𝗲𝗿 𝟭: 𝗦𝘂𝗯𝘀𝘁𝗿𝗮𝘁𝗲𝘀 & 𝗠�…↗
Mar 22
Serenity — < $SIVE | $SIVEF > at a ~$250M valuation looks like one of the most severe structural mispricing in the optical semi market.
$LITE and $COHR, have $45B+ valuations today:
Largely…↗
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: +…↗
Serenity — @_stockResearch All good questions! My thoughts:
- With $NVDA GTC, CPO is hitting their inflection point today. So I think the timing is right. Before, it was too early.
- Largely…↗
Mar 18
Serenity — $SIVE is the upstream laser supplier for CPO and Silicon Photonics.
They're the likely $COHR / $LITE type future light source for:
- $AMZN Trainium Clusters
- $MSFT Maia Clusters…↗
Mar 17
Gaetano — How to best use my content...
$SMTC $MTSI $COHR $LITE $AAOI
When I post a thesis, report, update etc. it should not be a signal to buy.
I am not timing my posts with ideal entry…↗
Mar 17
Gaetano — The market is obsessed with copper vs optics
$LITE $CRDO $MTSI $COHR
You see copper rip and optics drop when people feel like copper will stay in the rack for longer.
You see opt…↗
Gaetano — I have never really talked about this stock...
$SMTC $MTSI $LITE $COHR $AAOI
But I am invested in it.
If you invest in photonics, you'll want to check it out
$SMTC just reporte…↗
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 16
Gaetano — Understanding EML & CW lasers📓
$LITE $COHR $AAOI $SIVE $MTSI
If you want to understand where the optical supercycle is going, you need to understand this.
This is going to be v…↗
Mar 16
Gaetano — For those that have been asking...
It's $MTSI
Posted the full report + thesis + levels I find interesting
https://t.co/6gXIIwNPaO↗
Mar 16
Gaetano — @narola_vedant Hey Vedant, no I've been covering $poet for a while. It was $MTSI . Posted it on Substack. It's free to read if you want to !↗
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 16
Jason Luongo — 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 Mo…↗
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 — 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 13
Jason Luongo — NVIDIA just invested $4B into photonics. Marvell spent $5.5B on Celestial AI. GlobalFoundries acquired AMF.
Photonics is the hottest theme in the market and most investors still d…↗
Mar 12
Shay Boloor — Co-Packaged Optics could have its $NVDA GTC moment next week as AI data centers run into a bandwidth wall that traditional pluggables are struggling to solve.
CPO helps address th…↗
Mar 7
InvestmentGuru — 2026: The Year of Lightspeed Optics — Here’s Every Stock You Need to Know
The optical networking revolution is accelerating, and the investment landscape just got a whole lot more…↗
— 10-20 Billion $TSEM $FN $MTSI
Tower Semiconductor - $TSEM $14B
$TSEM Runs semiconductor factories that manufacture chips for other companies (foundry), especially in specialty p…
Leveraged Cat — $MTSI long thesis, relied on an LLM here as well but captures my views. I wouldn’t say it’s clearly cheap but the diversified business model may deserve a premium beyond what they…↗
Feb 9
Leveraged Cat — Starting late last week I’m long $ALGM $MTSI
Can provide more info if people are interested↗
Feb 9
Gaetano — 🚨 Where Is The Photonics Trade Headed Next?
$AAOI $POET $GLW $MRVL $CIEN
$LITE & $COHR earnings came out last week.
So let’s talk about what they actually told us and how that s…↗
Feb 6
Leveraged Cat — I like $LASR but if you dig into it this discombobulator weapon is much more likely sourcing $MTSI components than related to $LASR in any way
Obviously HEL is still $LASR but the…↗
Feb 6
Leveraged Cat — The more I look into $MTSI $ALGM the more I like them↗
Feb 6
Leveraged Cat — Revisiting the analog semis idea - their relative strength, including the smid caps in the space, has been notable in this general risk-off environment.
The relative strength got…↗
— 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…
Serenity — Valens looks like extreme mispricing at $2.5.
The -$82M inventory burn was a massive data error, likely from ticker collision between $VLN and $VLN Toronto.
Retail has found out…↗
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…↗
Jan 4
Gaetano — 🚨What Photonics Companies Should I buy?!
$POET $LITE $COHR $AXTI $MRVL ...
You'll want to save this post.
It's no secret that the Photonics trade is here for 2026
Many tickers…↗