Tower Semiconductor. Every tracked FinTwit mention of $TSEM, newest first. 195 mentions since the first on Feb 19, 2026. See the price chart.
June 2026 · 1 mention
Jun 2
Serenity — Tbh $XFAB lowkey reminds me of early $TSEM.
Just sub <$2B MC.
You basically never find a company with $NVDA and $NOK actively validating your pre-commercial silicon photonics fou…↗
May 2026 · 53 mentions
May 31
Damnang2 — Most quantum computing discussions still focus on qubit count and gate fidelity.
But as these systems scale, the bottleneck starts to move from the quantum device itself to the li…↗
May 31
InvestmentGuru — Computex 2026 kicks off June 2nd.
Theme: “AI Together.”
$NVDA $AMD $INTC all expected on stage. But the real alpha isn’t on the mainstage — it’s in the supply chain sitting behin…↗
May 28
AlmaCap — $TSEM, $SOI, $ALMU, $LPK all up massively since I posted this. Hope it helped.
Also, a brief primer on why glass (LPK): https://t.co/SAnp9Y3EQm↗
May 27
Serenity — $XFAB (photonics + power semis) is an interesting long idea at $1.28B MC, that I took positions in.
Given EU CHIPS act 2 is today as the catalyst for European photonics players.…
April 2026 · 81 mentions
Apr 30
BULL OF BRITAIN — "I expect a euphoric rally"
Up 120% since.
I was one of the first people to ever post about $ALMU. The recent rally basically blew up the entire bear case - They have no foundry…↗
Apr 30
Serenity — From the reference... it does look like Lightmatter uses $SIVE lasers?
Which is brand new information discovery and extremely positive for Sivers.
Lightmatter is a massive priva…↗
Apr 29
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…↗
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
TheValueist — I want path-independent leverage in a name like $TSEM . My view on the majority of my GAI picks and shovels trades are +2 year holds. Often, after a gap up, I will short calls agai…↗
Serenity — CPO Value Chain Summary from Mirae Asset:
Laser Source:
Coherent < $COHR >
Lumentum < $LITE >
Furukawa Electric (TYO: 5801)
Yuanjie Semiconductor (SHA: 688498)
Innolight Technolog…
February 2026 · 1 mention
Feb 19
Michael Sikand 🦑 — The next $1T AI bottleneck isn't power, compute, or memory.
It's connectivity.
And the only solution is light.
So I launched @joinautopilot's first ever photonics themed stock…↗
Serenity — Wow, 400,000 followers! Thank you everyone.
I find it fun to share ideas with everyone for free from $TSEM to $AAOI.
And especially if they end up directionally right + help othe…↗
May 25
Jason's Chips — InP names $LITE $COHR $AIXA $AXTI probably benefit a lot more from CPO than SiPho names $TSEM $SOI
It's all about content ratio in transceivers vs CPO. Big powerful lasers need a…↗
May 24
Serenity — Photonics is nuanced and using ChatGPT/Gemini makes you miss all of it:
1. $SIVE is actually a chokepoint and partially a bottleneck.
The reason it's a chokepoint is leading CP…↗
May 24
Jason's Chips — @jonesrrrrrr Look at $LITE, $AIXA, $SOI, $TSEM, etc. There are many great companies in the photonics space that are positioned nicely (and are not shitcos lmao). Try to understand…↗
May 23
Serenity — I don't post dollar amounts because they don't matter.
What matters is return %. Speaking of that...
YTD: 3840.39%.
I'm probably the only one in the world. Who called out mul…↗
May 23
Jason's Chips — @Interestingna11 I love IA, but that's not necessarily true. I think $TSEM valuation is too high vs peers↗
May 23
Jason's Chips — The most common question that I've gotten on this post is that all of $AXTI, $LITE, $AIXA, $COHR, $SOI, $TSEM have gone parabolic so why is this even an interesting space anymore?…↗
May 22
Jason's Chips — I have seen some optics bears say that because it is much easier to add laser capacity than perhaps in other industries like memory, optics will be overbuilt. This is nearly imposs…↗
May 22
Jason's Chips — For anyone interested in learning about the CPO supply chain!
(I also explain it in a fun and understandable way)
Covered: $AXTI, $LITE, $AIXA, $COHR, $SOI, $TSEM↗
May 22
InvestmentGuru — Trump Just Put $2 Billion Into Quantum Computing
The Full Quantum Ecosystem to Watch:
Pure-Play Quantum:
→ $IONQ | $QBTS | $RGTI | $INFQ | $QUBT | $XNDU
Quantum Security:
→ $ARQ…↗
May 21
Serenity — Not everyone on X can do a did you listen anon.
With triple digit returns on everything like $TSEM they went long on. https://t.co/7jGCpZWRcd↗
May 21
Serenity — Just in case you want to frontrun the next major catalyst:
$NVDA June 1 Computex/GTC Taipei keynote should be heavily bullish Taiwan optical ecosystem?
Just like when I went lon…↗
May 19
Jason's Chips — Leopold's 13F caused the dumbest sell-off in semiconductor history (I am aware I played a part in the FUD, mb). The lesson is simple. OPTIONS ON 13-Fs ARE MISLEADING!!
The value o…↗
May 18
Michael | Hypermarkets — 🔴 EXITED (rotation out right now):
$COHR optical networking, all-time high exit
$TSEM Tower Semi, photonics contracts secured $HUT Hut 8, took profit near highs
$LBRT Liberty E…↗
May 18
Daniel Koss — Leopold Aschenbrenner's 13F finally dropped and X is already full of the DUMBEST interpretations possible!
Please read this.
1. The 13F shows what the fund held as of quarter-end…↗
May 18
Shay Boloor — LEOPOLD’S SITUATIONAL AWARENESS 13F IS OUT
New positions included $NVDA, $AMD, $INTC, $TSM, $ASML, $MU, $SMH, $GLW, $HIVE, $TE and $SHAZ.
Added to AI power and compute names incl…↗
May 18
tae kim — Leo's Situational Awareness 13F is out. Ruh roh for $COHR $LITE and $TSEM https://t.co/SbN9BxnXAj↗
May 17
Serenity — because I have people backseat commenting my own names like $SOI on $TSEM earnings.
Then throwing in random crap like m7u with it that's not even related to their prepayment.
T…↗
May 17
Serenity — I'm 100% sure if I met all you "photonic memory" experts in real life.
498 out of 500 of you couldn't explain CXL memory pooling or KV cache infrastructure and what $PENG actually…↗
May 16
TheValueist — I eyeballed ~50 major HF 13f filing summaries and Whalerock, of them all, seems the most dialed into GAI infrastructure trade. I love that they added $VIAV $TSEM $LRCX in relative…↗
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
Serenity — Leopold Aschenbrenner is a legend, but I'm not quite sure he can beat 3152.77% YTD in the Serenity Awareness fund.
That being said, I've hit 23 different longs this year with 100…↗
May 14
Jason's Chips — $TSEM is up 24% today on $1.3b of committed SiPho purchase orders for 2027, far exceeding street estimates but within 10% of what I modeled.
Read my thesis from March if you want…↗
May 13
Serenity — What an insane day for photonics.
$SIVE up 31.3%
$TSEM up 23.1%
$AAOI 20.01%.
It feels like a lot… but this just means you’re early to the next supercycle and there’s a lot of ro…↗
May 13
Damnang2 — Sharing a picture from the paid section of my $TSEM article from two months ago.
Congratulations to all investors. https://t.co/RTPrICq8tt↗
May 13
BULL OF BRITAIN — Bull of Britain portfolio activity last few weeks
> Sized $DGXX after $CBRS $1B contract -> up 71% in 6 trading days
> $VNP.TO hitting ATH week after week. Best earnings to date.…↗
May 13
TheValueist — $TSEM 😁 Using case-insensitive whole-word matching and adding likely transcript errors that should be corrected:
STRICT OPTICAL / PHOTONIC WORD-FAMILY COUNT
Exact transcript wor…↗
May 13
Jason's Chips — $TSEM and $NBIS had massive beats today.
Nebius raised their contracted power guidance by a whole gigawatt to 4 GW and increased their CapEx from $18 billion to $22.5 billion, due…↗
May 13
TheValueist — $TSEM KEY READ-THROUGHS FROM TOWER SEMICONDUCTOR Q1 2026 EARNINGS CALL
Tower Semiconductor’s Q1 2026 call was a high-signal event for AI optical infrastructure, specialty foundry…↗
May 13
TheValueist — $TSEM EXECUTIVE CALL SUMMARY: Tower Semiconductor Ltd. (05/13/26)
EXECUTIVE CALL SUMMARY
Tower Semiconductor delivered a positive, investment-relevant call, but the quarter itsel…↗
TheValueist — $TSEM (Bloomberg) -- Tower Semiconductor reported revenue for the first quarter that met the average analyst estimate.
FIRST QUARTER RESULTS
•Revenue $413.6 million, estimate $411…↗
May 13
Serenity — They're literally aren't and have 0 affiliation.
I'm not sure why I keep getting these backseat comments throwing out random tickers with wrong ideas.
They don't scale with dow…↗
May 13
Jason's Chips — GG WP. I was wrong for selling them early.
Seems like we're in a regime where even capacity-constrained (monopoly) players like $TSEM can still beat and raise as the ecosystem alw…↗
May 13
Serenity — Just in case you were wondering $TSEM reported extra prepayment ($290M) to secure capacity.
Downstream foundry capacity squeeze directly translates to an immense demand for raw su…↗
May 13
Serenity — And exactly 2 months later.
$TSEM is trading at $250+ post earnings.
The vast majority of my picks keep making ATHs every day after there’s more time for the thesis to play out.…↗
May 12
InvestmentGuru — The “Inflation Era” of AI Compute is Breaking Out Across the Board
Every layer of the AI infrastructure stack is seeing demand explosion — and the winners aren’t just $NVDA.
Here’s…↗
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 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 6
BULL OF BRITAIN — THE SUPERCYCLE IS HERE. QUICK RUNDOWN BELOW ON WHAT IS HAPPENING IN THE LAST MONTH
> Hyperscaler capex just got revised UP. $805B this year (+79% from 2024). $1.1T next year.
> A…↗
May 6
InvestmentGuru — Capital rotation is getting louder in semis and AI infrastructure. Money is flowing into names like
$MU, $SNDK, $AMD, $ARM, $CRDO, $MRVL, $INTC, $AAOI, $ALAB, and $TSEM.
The mar…↗
May 5
Serenity — $LITE CEO basically confirmed GS TAM expansion + CPO Supercycle.
From ~close to nothing -> $91B. From H2 2026 to 2028:
“ I think what we’ve said is that we will have a massive su…↗
May 5
TheValueist — This $GFS call was superb. They seem to be perfectly positioned for optical networking buildout and great to see margin expansion. I came away even more long-term bullish. Potentia…↗
May 5
Serenity — True… I did call:
$AXTI $12 -> $105
$SOI $43-> $145
$TSEM $110 -> $218
$AAOI $30 -> $180
$IQE $13 -> $46
$LITE $363 -> $1000
$AEHR $30 -> $85 (if you count siph segment)
As ind…↗
May 4
BULL OF BRITAIN — Example of an extremely solid portfolio till 2030.
$DRAM - 25% > Memory cycle.
$NBIS - 25% > AI-native cloud infrastructure.
$LITE / $MRVL / $TSEM - 25% > Lasers, optical DSPs,…↗
May 3
Serenity — Just in case you’re wondering why I’m so bullish on CPO.
Like $SIVE (Lasers), Shunsin (Packaging), MSSCorps (Yields), Win Semi / $TSEM (Foundry).
“The CPO market is projected to…↗
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…↗
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…↗
— @jcarltonneil As SiPh wafer volumes scale 3-5x at $TSEM and others, $AEHR's TAM expands directly with that throughput. Teradyne benefits too but it's diluted across their whole sem…
BULL OF BRITAIN — My opinion on the best companies for every role in Photonics - from someone with 1000+ hours on the sector.
Layer 1 (Equipment): $AIXA
Layer 2 (Substrates / Raw Materials): $SOI…↗
Apr 28
Serenity — This has gotta be the dumbest selloff reason… someone could have provided?
I am 99% sure names like $AAOI or $TSEM couldn’t care less about one internal leak of OpenAI’s high flyi…↗
Apr 28
InvestmentGuru — $AMD $ARM $MRVL $CRDO $AMKR $RMBS $TSEM all seeing pullbacks after strong recent runs. Nothing unusual — healthy consolidation after momentum can create the next setup.
Keep them…↗
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 25
AlmaCap — @Robarbarian38 $IQE, $LPK and $ALMU are more speculative - $SOI and $TSEM are probably safer bets. Though expect volatility and size accordingly.
CPU is going to be very hot and m…↗
Apr 25
Serenity — Uh chat... is my timing insane or what?
Names like $TSEM are flat all year, I go long, then it doubles. The moment I go long on $AEHR, it almost triples.
People are starting to t…↗
Apr 25
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
Serenity — Just putting out there...
Would have been +15.02% in 2W equal-weighted return.
On 30 different stocks... mostly medium-large cap.
1. $INTC +29.62%
2. $MRVL +40.95%
3. $TSM +4.7…↗
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 21
BULL OF BRITAIN — $ALMU - some more good news. NASA have worked with Aeluma for a few years now.
If quantum dotting technology goes from speculative to real, they will be the only wafer to withsta…↗
Apr 20
TheValueist — Foundry YTD and 1y. GFS the laggard - a valid reason or an opportunity to catch up? My bet is on the latter.
$TSEM $INTC $GFS $TSM https://t.co/fFFwWLUG0d↗
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…↗
Serenity — @NftSpaceman $TSEM is a bit more priced in right now after doubling in a month. I'd personally hold it, but if you're entering new positions:
I covered a lot of optical names rece…↗
Apr 17
Serenity — Genuinely thanks for nice comments.
I share my ideas for free in the end though since I want to help out the retail community.
$TSEM hit triple digit return... so that's 16 diffe…↗
Apr 17
Serenity — Wow, my 16th 100%+ return this year alone: $TSEM ($113 -> $226).
Timeline: 40 days.
Told you all it was possible for retail to frontrun institutions. https://t.co/ttbgTK1C5N↗
Apr 17
TheValueist — Excellent episode. Don't feel bad if you didn't know about Dust Photonics pre-deal. They said $TSEM was probably the fab for Dust, so if $CRDO blows out the product, it is incremen…↗
Apr 17
TheValueist — $TSEM on the way. +3.5% today. Faster move than I expected, as has been par for the course. https://t.co/H6u7Jb7ldI↗
Apr 16
Serenity — Glad to hear it!
I've went long and wrote thesis posts on about out 15 different stocks that hit 100-1000%+ YTD?
1. $AXTI
2. $AAOI
3. $SIVEF
4. $LITE
5. $IQE
6. $AEHR
7. $CRCL
8…↗
Apr 16
KawzInvests 🦑 — @PhotonCap I sadly was out too early at $10 after the 2x on the $TSEM order. Didn't see it running this far this fast...↗
Apr 16
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 15
AlmaCap — Be me:
100s of hours researching photonics supply chain, RF engineering, rockets, space systems, datacenters etc only to be outperformed by a shoe intelligence company $BIRD
$AS…↗
Apr 14
Michael Sikand 🦑 — When you buy Soitec stock...
You're buying the only pan the "kitchens" $TSM $TSEM $GFS can cook with 🍳
And boy is it about to be dinner time.↗
Apr 14
KawzInvests 🦑 — The rotation into CPO names is inevitable. From what I am reading, it may be coming faster than most expect.
Soitec $SLOIF up 10% today. It is the only company on earth supplying…↗
Apr 14
BULL OF BRITAIN — What I'm looking for in the upcoming earnings season of AI/Photonics/Space/Cloud servicing
$ASML - Apr 15: Do orders confirm the AI capex cycle is accelerating or decelerating
$T…↗
Apr 14
AlmaCap — @PhotonBull Probably $SOI and $TSEM, both feel safe to me.
Not going to get the +60% moves you get on $SIVE and $ALMU though↗
Apr 14
AlmaCap — AI chip packaging is confusing, here's another diagram to help
Two types of die live inside the same next-generation package:
- Logic die (GPU/ASIC): the compute engine, performs…↗
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
Damnang2 — This is the Tower Semiconductor article I wrote three weeks ago. It has moved up quite a bit since then.
I put a lot of work into this piece, including an interview with a current…↗
Apr 13
AlmaCap — $LPKF up c.30% today, I think I know why.
$ALMU just announced a foundry partnership with $TSEM. While ALMU itself is III-V on silicon (not glass), it signals the broader AI chip…↗
Apr 13
Serenity — They’re still there.
It’s just hard to say anything….
When all my recent thesis posts from $HPS.A, $IQE, $AXTI, $SIVE, $AAOI, $LITE, $NBIS, Win, Shunsin, $AEHR, $TSEM, $SOI, and…↗
Apr 13
BULL OF BRITAIN — @DVLT146025 No idea. What would you guess? Because most Photonic names are being priced years down the line.
Example being $AXTI, $AAOI etc.
So as long as the news of the future…↗
Apr 13
AlmaCap — @DVLT146025 @BULLOFBRITAIN You know better than $TSEM and Sumitomo? You do realise that CPO is the future of the microchip industry?↗
Apr 13
BULL OF BRITAIN — @DVLT146025 Do you not think their guidance of 4-6mil for 2026 being done in one contract, along with $TSEM / Sumitomo / NASA / DoD will help the dilution for mass-scale?↗
Apr 13
AlmaCap — @PhotonBull It will rerate now following the $TSEM partnership, this is an $AXTI killer if they deliver↗
Apr 13
AlmaCap — Photonics is a bit confusing, hopefully this simplified summary helps.
I have positions in $TSEM, $SOI, $ALMU, $LPKF https://t.co/SDKNfKOhS5↗
Apr 13
KawzInvests 🦑 — $ALMU just landed $4M+ in U.S. government contracts for quantum dot lasers and AlGaAs nonlinear photonics. Stock is up 30% premarket.
Tower Semiconductor is the most important Wes…↗
Apr 13
BULL OF BRITAIN — I wrote dd about $ALMU 4 months ago - for anyone who wants a quick rundown on the company after its recent news with $TSEM↗
Apr 13
BULL OF BRITAIN — @TheoryOfTrading A 50mil ATM - with backing from US Gov / NASA / $TSEM and Sumitomo is good odds imo↗
Apr 13
AlmaCap — $LWLG moved more than 100% following their $TSEM partnership↗
Apr 13
AlmaCap — Partnered with $TSEM, the market-leading silicon photonics foundry, and Sumitomo Chemical for wafer production and fabrication.
Tower's own VP called lasers on silicon wafers a "l…↗
Apr 13
AlmaCap — $ALMU just secured $4M+ in contracts for quantum materials and lasers from NASA, US Navy and DARPA.
Their platform grows compound semiconductors on standard silicon wafers — the sa…↗
Apr 12
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 11
Serenity — $NVDA is driving CPO, extremely, extremely hard.
As seen with investments in $MRVL, $LITE, and $COHR.
But, what's interesting is: CPO timelines are also happening way earlier th…↗
Apr 10
Serenity — @pepemoonboy Where'd your $AAOI calls and $TSEM go 😢. Those would have printed super hard↗
Apr 10
Serenity — I feel like I've called out the most triple digit stock returns YTD...
Out of anyone in history? Hence why I have 150k+ followers now!
In just a short timeframe:
$AXTI -> 5x+
$…↗
Apr 10
Serenity — @kishwarAI Lower the marketcap, higher the growth usually if they have similar customer profiles.
$AAOI probably highest ROI vs $LITE / $COHR on transceiver side.
Then Win prob…↗
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 10
Serenity — @alexanderlee1 Good times… still can’t believe it’s less than a month? $TSEM was only $13B MC when I went long. Now it’s ~$23B so close to doubling.
There’s always more fish in th…↗
Apr 10
Serenity — No, I’m still at a conservative 759% YTD after today’s overall rally.
Lost too much from hedging.
Would probably be up more if indexes and
many individual names like $RDDT were…↗
Serenity — Here's a bunch of random 30 US-available random stocks I like today and why:
1. $INTC - America's hope for foundry, national security
2. $MRVL - scales rev from future maia asic…↗
Apr 9
BULL OF BRITAIN — Decent month considering the Trumpcoaster.
No margin or options. Just naked share holding.
Mainly down to huge sizing on
$EQR.AX - 320% YTD
$VNP.TO - 90% YTD
$TSEM - 70% YTD
M…↗
Apr 9
Serenity — @NabQ321 Good question! $AAOI, $AEHR are two extremely high beta, fast growth stocks.
Maybe some larger companies like $COHR, $TSEM, $SMTC, $MRVL, $INTC or $FN on the next drop?…↗
Michael Sikand 🦑 — AI's $1T photonics bottleneck isn't lasers.
It's testing them.
When I attended $NVDA GTC, a comment from the CTO of $CRWV at a niche side event stuck with me.
“If there’s a day…↗
Apr 8
Michael Sikand 🦑 — My $3M photonics fund just got a major update.
And it already printed with $AEHR up 19%.
Shortly before the ceasefire was announced, investors were notified that I exited all $SG…↗
Apr 8
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
Serenity — @TD_btc24 Most recent 5 thesis posts I've shared:
1. $HPS.A ($1.77B) - Transformer/Switchgear DC bottleneck
2. $ARM ($152B)- AI CPU ramp
3. Win Semi ($5.7B) - Foundry for CW laser…↗
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
Serenity — @degenlurker_ $AXTI is a bottleneck.
$TSEM not yet so far, but I'd expect it to be maxed out on capacity next year or two.
$SIVE upcoming with CW lasers.
$COHR does way too much,…↗
Apr 6
BULL OF BRITAIN — Made a few predictions and price targets 2 weeks ago for 2026.
Current standings
$AAOI $110
$AXTI Down 44% from ATH (most hilarious prediction)
$LITE $772
$NBIS - $112
$ASTS - $9…↗
Apr 6
BULL OF BRITAIN — My personal top convictions in Photonics
$AEHR -> Every silicon photonics chip needs to be tested before it ships. AEHR is the only company doing it at wafer level. Just landed a…↗
Apr 6
Serenity — @jamesxtrades Idk according to Bloomberg, FT, Reuters, and others I’m a “meme trader”.
Not sure why institutions would want to copy trade meme stocks like $LITE, $TSEM and others…↗
Apr 6
Serenity — I still find it funny $TSEM was flat the entire year to date.
I go long and now it’s close to doubling in 3 weeks.
This is a $22B+ stock BTW (close to $NBIS size).
Maybe instit…↗
Apr 6
Serenity — Please stop trying to model 2025-2026 revenue for future CPO/SiPH ramp…
When I looked at $TSEM back at ~$115 last month (round to $200 now).
The forward p/e compressed to rates…↗
Apr 4
KawzInvests 🦑 — This supply chain has 6 stages from raw substrate to live hyperscaler network.
Every company in stages 3, 4, and 5 competes for a socket. $COHR or $LITE wins the laser. $AVGO or $…↗
Apr 3
KawzInvests 🦑 — $AEHR has received 4 separate orders in under two months across different platforms.
Each one covers a different burn-in use case. AI processor production. Silicon photonics quali…↗
Apr 3
Serenity — @kevstern1 Because I was doing just as well even before I joined X?
Keep seeing people try and diminish recent longs like $AXTI, $LITE, or $TSEM due to algorithms and platforms.…↗
Apr 3
Serenity — I just realized… hit 5,118.02% returns last week.
5000%+ not too bad in <2 years?
Hard to keep up with $5 footlong sandwich inflation even after front running:
-> $MSTR for halv…↗
Apr 2
TheValueist — All-time/52w highs from $CIEN $LITE $TSEM . When it rains, it pours. https://t.co/H2uaT47cZs↗
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
TheValueist — $TSEM $GFS EXECUTIVE OVERVIEW
As of April 2, 2026, the public record shows a coordinated 3-part enforcement campaign by GlobalFoundries against Tower Semiconductor arising from fi…↗
Apr 2
TheValueist — Sometimes it works out. I don't see how $TSEM is not a ~$250 stock by Jan-2028. https://t.co/9dnYUxvOcD↗
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…↗
Apr 1
Serenity — @SingularityRes 정말 재미있게 읽었습니다. 공유해 주셔서 감사합니다!
최근 이슈들에 대한 내용은 대부분 정확하네요! 저는 요즘 $SOI나 $TSEM 등을 포함한 CPO(공동 패키지 광학)/실리콘 포토닉스 분야에 확실하게 집중하고 있습니다.
몇 가지 사소한 정정을 하자면, 5억~10억 달러($500m - $…↗
Jason's Chips — With $TSEM you pay $18b for $300m of sipho revenue. With $SOI you pay $2b for $100m of sipho revenue. Hmmm↗
Mar 30
Serenity — There’s clearly some market outperformers despite index’s and mega caps from $META / $MSFT crashing.
This probably signals institutions rotation or an extremely strong up and comi…↗
Mar 30
Serenity — @mi20483980476 So they all sit in three separate categories (with some overlap) and I like all three.
$AEHR does testing.
$TSEM is more like a foundry
then $AAOI is more like las…↗
Mar 30
Serenity — I think I nailed the institutional bottleneck rotation.
-> Caught the tail end of memory name rise with $SNDK, Samsung, SK Hynix, $MU
-> Frontran institutions with photonics with…↗
Mar 28
Serenity — Faster compounds:
$AAOI - 10x revenue ramp from optical transcivers h2 2027
$NBIS - 10x revenue ramp Q4 2026
$ARM - 5x revenue growth from their new AI CPU
$MRVL - 2-3x revenue gr…↗
Mar 28
Serenity — @Ud197601 @AdityaInvests90 $SOI trades close to 1.3x book value. So it’s already at depressed valuations.
I think it’s a slow re-rating up but it holds a material monopoly on the…↗
Mar 27
Jason's Chips — I originally posted my $TSEM thesis on Substack on the 13th.
I don't think one could possibly ask for better timing.
If you want to learn about the company, my article is the bes…↗
Mar 27
Serenity — @norriswalker Claude is right, Win does slap.
I think Win can pull a $TSEM and get re-rated rlly hard over next two years↗
Mar 27
Serenity — @Ren_aramb There’s probably no rush. I expect Win Semi to be a slower compound growth company like $TSEM that benefits from both TAM expansion and revenue acceleration from optical…↗
Mar 27
Serenity — @KaneCapz CPO scale up is 2027-2029.. for $TSEM, $SOI, $SIVE.
Pluggable ramp is moreso until 2028.
There’s clear timeframes for each trade and a thesis.
I waited for $HOOD the…↗
Mar 27
Serenity — This crash today is a good reason why it's good to stay invested.
-> $AAOI is still up 233%?
-> $IQE is still up ~100%?
-> $SIVE is still up 100%+?
-> $LITE is still up ~88%?
-> $…↗
Mar 26
Michael Sikand 🦑 — This $2B photonics monopoly down 75% from ATHs is key to AI's next paradigm shift.
Soitec at €54.00 $SOI.PA / $SLOIF is the clearest photonics multi-bagger I see right now.
After…↗
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
KawzInvests 🦑 — We are currently in the middle of an unprecedented, multi-year compounding supercycle
Here is how the distinct optical cycles actually overlap:
400G: The foundational baselin…↗
Mar 26
The Future Investors — $GFS $TSEM GlobalFoundries has sued Tower Semiconductor, saying it used 11 of its patents for smartphone and electronic device chips without permission ⚠️ 💻
The company has filed…↗
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 — I’m curious…
With $AXTI, $IQE, or $SIVE.
And the many other photonics winners I’ve longed like $LITE that returned 100-1000% over the past few months.
When is it time for the s…↗
Mar 25
Jason's Chips — 🔔 The Daily Semi-Cap — March 25, 2026
📊 SMH: $399.02 (+1.12%)
📈 Earnings: No semiconductor earnings today.
🔥 Major Developments:
• Google TurboQuant — Google dropped a memor…↗
Mar 25
Serenity — @degentradingLSD I wouldn't say it's speculative. Hyperscalers have orders completely booked until 2028 from $LITE to $COHR.
Even $TSEM has 70% of their capacity booked and it's l…↗
Mar 25
Serenity — I'm telling you guys... Even if I buy small cap $170 Billion dollar companies like $ARM.
They just go up 20% like $TSEM or $SIVE the next day as well? https://t.co/ULZkv65d27↗
Mar 25
Serenity — Bro how is a $20B+ company like $TSEM up 63%…
2 weeks after I go long?
The company was stagnant for like 3 months until my post. https://t.co/fTYqm8ew03↗
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...
->…↗
Serenity — So my 10x moonshot $AXTI ended up landing on the moon.
If you felt like you missed the rocket:
-> $SIVE is my personal favorite next 10x AXT moonshot at today's prices.
-> $…↗
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
KawzInvests 🦑 — The Nvidia GTC report just dropped on Asymmetrical Bets.
36 hours on-site. Private press briefing with Jensen. One-on-one with Nvidia's SVP of Networking. A closed-door session wi…↗
Mar 23
TheValueist — $TSEM $COHR $LITE $NVDA The market is treating the announcement primarily as a Tower event, which is directionally sensible. The release is a meaningful technical proof point for T…↗
Mar 23
TheValueist — $COHR $TSEM $LITE $NVDA Tower Semiconductor (TSEM) shares rose 6.1% in Monday trading after the company said it unveiled a 400 Gbps/lane data transmission through a silicon modulat…↗
Mar 23
Serenity — Indexes shot green over the news of a TACO.
Individual names from $TSEM to $AAOI are up 6-7%+ premarket.
Trump:
"I AM PLEASE TO REPORT THAT THE UNITED STATES OF AMERICA, AND T…↗
Mar 23
Serenity — $SIVE is up 6.7% today.
You know you're doing something right:
When the entire market from KOSPI to Nikkei is red.
While individual longs from $TSEM to $AXTI are green.
It's…↗
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 — @Gubloinvestor Yeah... MC is $128M, they have no debt, and cash is $92.6M.
I just think markets don't like companies from Israel unless that name is $TSEM.↗
Mar 22
Jason's Chips — I published this article on Substack A DAY BEFORE the $TSEM run up.
Original note:
Tower Semi thesis! If you lack plans this weekend, I have good news for you. Spend it with me a…↗
Mar 20
Damnang2 — A detailed article on $TSEM has been published on my Substack. If you subscribe now, you may receive early subscriber benefits, so I would greatly appreciate your support.
https://…↗
Mar 20
Damnang2 — I had a short call today with someone currently at $TSEM and asked quite a few questions about different topics. As always, I will share the raw conversation on X subscriptions thi…↗
Mar 19
Damnang2 — I had a short call today with someone currently at $TSEM and asked quite a few questions about different topics. As always, I will share the raw conversation on X subscriptions thi…↗
Mar 19
Damnang2 — Tower Semiconductor ($TSEM) through the eyes of a former foundry engineer. Coming to Substack this evening.
👇
https://t.co/F3FZt9ddjO↗
Mar 19
KawzInvests 🦑 — NVIDIA GTC is wrapping up. Starting today, @michaelsikand and I are going into full lockdown every hour we have goes into turning what I witnessed this week into the most thorough…↗
Mar 18
Michael Sikand 🦑 — $NVDA just made a MASSIVE $4B bet on photonics.
So I asked their SVP of Networking, Gilad Shainer, to give away Nvidia's entire optical roadmap to retail investors.
From scale ac…↗
Mar 16
KawzInvests 🦑 — Jensen just ended the copper vs. optical debate at GTC.
The answer is not one or the other. Nvidia is scaling both simultaneously copper for near-interconnect density, co-packaged…↗
Mar 16
AlmaCap — Jensen "We will need a lot more capacity for optics, we will need a lot more capacity for CPO", reinforces the photonics thesis $SOI, $TSEM etc...↗
Mar 16
KawzInvests 🦑 — “We need a lot more capacity for copper, we need alot more capacity for optics” - Jensen @ GTC 2026
$LITE $COHR $AAOI $CIEN $TSEM https://t.co/DZRyaTL6rL↗
Mar 16
Michael Sikand 🦑 — Free money falls from the sky...
If you simply listen to the CEO of the world's greatest company.
Here are 3 things EVERY retail investor needs to watch for during Jensen's keyno…↗
Mar 16
KawzInvests 🦑 — GTC is live and the photonics basket is responding.
$TSEM leading the board at +11%.
$CIEN +5.1%.
$LITE +4.6%.
$MRVL +4.5%.
$COHR +3%.
The names catching the largest bids are…↗
Mar 15
Michael Sikand 🦑 — Memory, chips, and power aren't AI's biggest bottlenecks.
It's copper. So Nvidia invested $4B in this instead.
In this video, I break down photonics.
The problem, the solution,…↗
Mar 14
TheValueist — $TSEM Tower Semiconductor (TSEM) Q4 2025 Post-Earnings Debrief
https://t.co/X3K8ri3vQO
Core conclusion: This print mattered much more for the long-term earnings power framework t…↗
Mar 13
Michael Sikand 🦑 — Jensen Huang has a 76% chance of saying "photonics" during the most scrutinized AI speech of the year.
And you're STILL underexposed to the sector.
$AAOI $CIEN $LITE $TSEM $COHR…↗
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…↗
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
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…↗
Mar 10
KawzInvests 🦑 — Next week I’ll be at $NVIDIA GTC covering the new era of data center networking.
Getting to talk to NVIDIA's networking team directly and learn about the infrastructure behind the…↗