TE Connectivity. Every tracked FinTwit mention of $TEL, newest first. 6 mentions since the first on Jan 11, 2026. See the price chart.
April 2026 · 1 mention
Apr 24
Shay Boloor — $GOOGL TPU shift is now pulling demand across the full AI compute stack from silicon & packaging to optics, power & memory:
• CPU Architecture: $ARM
• Optical Circuit Switch: $COH…↗
March 2026 · 3 mentions
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: +…↗
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…↗
January 2026 · 2 mentions
Jan 23
Serenity — @Ren_aramb Good question, so for high purity copper (OFHC Copper / CuCrZr), $FCX and $SCCO.
$MTRN for CuW (Copper-Tungsten).
$APH and $TEL for copper infra between engine -> l…↗
Jan 11
Shay Boloor — $MU just announced the largest semiconductor manufacturing facility in U.S. history with a $100B advanced memory megafab in New York.
Memory is only one layer, so here’s what AI o…↗