Michael Sikand 🦑 — Dropped $100K into the market here into a fresh "I bought the dip" account.
Risk reward looks fantastic to just go long a big list of my favorite stocks, some down 30-50%. I see…↗
Jul 15
Gaetano — If you like $AEHR also check out $VIAV
Different part of the testing process, but a name that I like a good amount at these levels↗
Jul 14
TheValueist — $AEHR $TRT $FORM $VIAV My GAI Test and Measurement tracker post is attached as you look for ideas and read throughs. https://t.co/NakSwM2AYb↗
Jul 14
PhotonBull — Would expect $AEHR earnings momentum (+25%) to be a nice boost for the entire sector
Volatile stocks such as $AAOI or similar businesses in testing such as $VIAV come to mind for…↗
Jul 13
KawzInvests 🦑 — $VIAV next earnings results on August 6↗
Jul 13
KawzInvests 🦑 — $VIAV got dragged down 30% with the optics names over InP supply and CPO timing. Neither one touches its business.
VIAV does not buy InP. Substrate prices have gone up drastically…↗
Jul 10
Michael Sikand 🦑 — Rosenblatt: Photonics short sellers have zero conviction and are preying on fear.
They point out that short sellers have no real conviction in the short thesis and actually intend…↗
Jul 9
Gaetano — There is one looming bear case for Photonics
$LITE $COHR $AAOI $SIVE
That this is cyclical and will end up in oversupply.
With lots of the focus on lasers/transceivers.
My goal…↗
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…↗
Jul 6
Michael Sikand 🦑 — $20M trade update.
I just updated my "Photonics Is Next" AI infra portfolio on @joinautopilot followed by 3300+ U.S. retail investors and $21.9M in connected assets as of 7/6.
Th…↗
June 2026 · 10 mentions
Jun 22
Gaetano — It is really nice to see the strength in optics today
$GLW $COHR $VIAV $SMTC $AAOI $NOK etc.
Especially nice to see $GLW and $COHR relative strength
I believe that these are two…↗
Jun 21
InvestmentGuru — AI INFRASTRUCTURE LEADERSHIP BOARD
The Companies Building the Backbone of the AI Revolution
Tier 1 — Core Compounders
The foundation of AI infrastructure and the highest-convic…↗
Jun 18
Shay Boloor — FUTURUM EQUITIES PODCAST EPISODE #46
Daniel and I will be live tomorrow at 1PM EST exclusively on the Futurum Equities YouTube channel covering:
• $ASTS launching three satellit…↗
Shay Boloor — HERE ARE THE TOP 15 PERFORMERS OF 2026
1. $SNDK +614%
2. $AXTI +531%
3. $AEHR +357%
4. $AAOI +354%
5. $NVTS +273%
6. $MU +240%
7. $DELL +234%
8. $BE +228%
9. $DOCN +224%
10. $ARM…↗
May 26
Gaetano — $AEHR Hit All Time Highs Today!
What a wild turn around from that drop last week
Will the other testing names catch up?
$FORM $VIAV $COHU etc.↗
May 24
Jason Luongo — 10. $VIAV - VIAVI Solutions
Once the network is deployed, someone has to validate it works at spec. VIAV builds the optical testing and measurement tools used to certify high-spee…↗
May 24
Shay Boloor — THE PHOTONICS LAYER OF THE AI BUILDOUT
Goldman Sachs says the AI optical networking market growing nearly 10x to $150B+ by 2028 as clusters scale into multi-rack systems like $NVD…
April 2026 · 55 mentions
Apr 30
Gaetano — My focus this week is earnings
$GLW $SANM $VIAV $AXTI $COHU etc.
While there are a handful of new ideas I want to explore, I'll save that for the weekend
This week it's all about…↗
Gaetano — Ok now does $COHU pull a $VIAV today? 😂↗
March 2026 · 20 mentions
Mar 31
Gaetano — I haven't covered test much on my page
$AEHR $VIAV
But I've got a post scheduled for later today on the stack introducing this layer that will serve as the foundation for company…↗
Mar 27
KawzInvests 🦑 — AI optical networks have a zero-tolerance policy for failure if a single 800G or 1.6T link underperforms, an entire multi-million-dollar array of GPUs sits idle waiting for data.…↗
Mar 27
KawzInvests 🦑 — Building the next-generation optical chips for AI (800G and 1.6T) is incredibly difficult.
At these extreme speeds, signals easily distort, and just one bad chip can crash a massi…↗
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 24
TheValueist — GAI Test & Measure is the new WFE.
$KEYS $AEHR $RAL $VIAV $FORM https://t.co/fkh3AeKxIU↗
Feb 24
TheValueist — Sea of green today in GAI Test & Measure on the KEYS print.
$KEYS $AEHR $RAL $VIAV↗
Feb 24
TheValueist — Here's my updated US GAI Test & Measurement Tracker sorted by YTD. Get after it.
$FORM $AEHR $TER $VIAV $KEYS https://t.co/ulnUm3PQbe
January 2026 · 2 mentions
Jan 24
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 18
Gaetano — Hoping for a pullback in the market to take a new Photonics Aerospace and Defense position!
Here is some of my watchlist with price levels -
$RTX - $180
$LHX -$305
$NOC - $580
$D…↗
— HERE ARE THE TOP 15 PERFORMERS OF 2026
1. $SNDK +734%
2. $AXTI +494%
3. $AEHR +437%
4. $AAOI +385%
5. $DOCN +254%
6. $ARM +248%
7. $MU +244%
8. $INTC +238%
9. $MRVL +229%
10. $NVT…
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 7
Gaetano — What happens next?
A few of my favorite companies hit my trendline on Fri
Names like $glw $smtc $nok $viav all hit
So now what?
Do they respect it or knife through?
I think th…↗
Jun 6
Shay Boloor — HERE ARE THE TOP 15 PERFORMERS OF 2026
1. $SNDK +557%
2. $AXTI +445%
3. $AAOI +408%
4. $AEHR +388%
5. $DOCN +253%
6. $NVTS +251%
7. $ARM +214%
8. $DELL +214%
9. $MRVL +210%
10. $B…↗
Shay Boloor — Optical interconnect names are running because $NVDA CEO Jensen Huang basically validated the future AI architecture where copper wins inside the rack but optics becomes unavoidabl…↗
Michael | Hypermarkets — Top 12 winners for 2026 with catalyst
1. $AXTI +761%
Catalyst: $632M equity raise to double indium phosphide capacity. Pure-play AI optical infrastructure InP substrates are the…↗
May 23
Shay Boloor — HERE ARE THE TOP 15 PERFORMERS OF 2026
1. $AXTI +761%
2. $SNDK +523%
3. $AAOI +421%
4. $AEHR +371%
5. $NVTS +310%
6. $BE +248%
7. $DOCN +229%
8. $INTC +225%
9. $WDC +181%
10. $ARM…↗
May 21
Gaetano — I like $VIAV
I bought more VIAV on the dip after the dilution announcement
NFA↗
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
TheValueist — I’m very surprised this $VIAV secondary priced at the low end of the range. They simply don’t know. I’ll probably add tomorrow on weakness.
———-
SYNDICATE- VIAVI(VIAV)
TUESDAY NIGH…↗
May 19
TheValueist — $VIAV (Bloomberg) -- Viavi Solutions Inc. is offering shares for $45 to $46.50 each in an overnight share sale, according to people familiar with the matter who asked not to be ide…↗
May 16
Shay Boloor — HERE ARE THE TOP 15 PERFORMERS OF 2026
1. $AXTI +657%
2. $SNDK +493%
3. $AAOI +446%
4. $AEHR +393%
5. $DOCN +222%
6. $BE +218%
7. $NVTS +199%
8. $INTC +195%
9. $VIAV +189%
10. $WD…↗
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…↗
Shay Boloor — HERE ARE THE TOP 15 PERFORMERS OF 2026
1. $AXTI +612%
2. $SNDK +558%
3. $AEHR +382%
4. $AAOI +327%
5. $DOCN +241%
6. $INTC +238%
7. $BE +200%
8. $VIAV +187%
9. $WDC +179%
10. $MU…↗
May 8
KawzInvests 🦑 — $AAOI Q1 is in. Here's my take after listening to the full call.
Q1 came in at the low end at $151.1M, 29.2% gross margin, -$0.07 EPS. Stock got hit on the print. None of that mat…↗
May 6
KawzInvests 🦑 — $AAOI reports earnings tomorrow and this is what I'm expecting.
2025 revenue was $456M. Management guided $1B+ for 2026 with $120M+ in non-GAAP operating profit. The business is s…↗
May 4
InvestmentGuru — Money still coming in this stocks
$LITE
$COHR
$AAOI
$AXTI
$ALMU
$SIVEF
$GFS
$LWLG
$VIAV
$AEHR↗
May 3
BULL OF BRITAIN — There will be a very good gauge on how to frontrun
$AAOI earnings this week from multiple ER's. Heres what I'm looking out for to try and predict the future.
> $VIAV [reported -…↗
May 2
Shay Boloor — HERE ARE THE TOP 15 PERFORMERS OF 2026
1. $AXTI +487%
2. $AAOI +426%
3. $SNDK +400%
4. $AEHR +361%
5. $BE +234%
6. $VIAV +210%
7. $INTC +170%
8. $LITE +158%
9. $WDC +150%
10. $NVT…↗
May 2
BULL OF BRITAIN — $AAOI is up 363% YTD and if projected revenue comes to fruition, it's still extremely cheap. If you add the dots, I believe this to be true for next ER. (Alpha at the bottom)
• P…↗
Michael Sikand 🦑 — $VIAV with a 20% SMASH.
It's currently the largest position in my @joinautopilot fund that $6.3M from 977 investors is following.
I'm going to take some profits and rebalance t…↗
Apr 29
TheValueist — $VIAV KEY READ-THROUGHS FROM VIAVI SOLUTIONS Q3 FY26 EARNINGS CALL
VIAVI’s Q3 FY26 call was a high-signal upstream datapoint for AI infrastructure, high-speed optical/electrical i…↗
Apr 29
Serenity — @gregory_FTA $TER is not a good proxy because they're extremely large. They had exposure to non-AI segments like smartphone chips, EV/automotive. Then they're facing competition fr…↗
Apr 29
Serenity — Monitoring the situation for you (testing/yields edition):
$VIAV and $FORM earnings: Extremely Bullish
So what does this mean?
Names like $ONTO / $CAMT go brr. Throw in $TOWA (…↗
Apr 29
Gaetano — Just finished up the call! $VIAV
Here are a couple notes outside of the numbers:
> TAM step up with higher speeds requiring more frequent testing and more equipment needed to be…↗
Apr 29
KawzInvests 🦑 — $VIAV just smoked the print.
> Revenue $406.8M vs guide of $386M to $400M.
> Non-GAAP operating margin 21.0%, above the 19.7% guide.
> Non-GAAP EPS $0.27 vs guide of $0.22 to…↗
Apr 29
BULL OF BRITAIN — $VIAV - The Testing Bottleneck is real
Viavi forecast net revenue for the fourth quarter; the guidance beat the average analyst estimate.
FOURTH QUARTER FORECAST
Sees net rev…↗
Apr 29
TheValueist — $VIAV post ripper. Sometimes it helps to simply get out there and touch the products.
(Bloomberg) -- Viavi forecast net revenue for the fourth quarter; the guidance beat the avera…↗
Apr 29
Gaetano — $VIAV reports earnings today
Will be listening to the call
Will it have an $AEHR type moment?
Some of my watchlist:
-Mix shift:
Traditional service providers - 40%
Data center…↗
Apr 28
KawzInvests 🦑 — $AAOI's 1.6T pluggable optics line at OFC 26 is running on $VIAV ONE-1600 test equipment.
This is the unsexy chokepoint of the optical transition. Nobody ships a 1.6T module witho…↗
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
Gaetano — We've got ALOT of Photonics earnings this week...
Monday - $SANM
Tuesday - $GLW
Wednesday - $VIAV $FORM
Thursday - $LPK $AXTI $AIXA $COHU
There is going to be lots of money to…↗
Shay Boloor — THE SUPER BOWL OF EARNINGS IS NEXT WEEK
• Monday | $AMKR, $CDNS
• Tuesday | $HOOD, $SPOT, $GLW, $BE, $ENPH
• Wednesday | $AMZN, $MSFT, $META, $GOOGL, $QCOM, $SOFI, $LMND, $KLAC,…↗
Apr 23
Gaetano — With the test layer getting so much attention
$AEHR $FORM $VIAV $COHU
I figured it was time to talk about $COHU
So I did:
https://t.co/Gfbclcnf8W↗
Apr 21
KawzInvests 🦑 — One question decides who wins the next decade of AI infrastructure. Who captures the 1.6T testing TAM?
I asked a Cisco guy at GTC how $AAOI $LITE $COHR hold their margins when eve…↗
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
Shay Boloor — THE OPTICAL PHOTONICS BOTTLENECK
As AI clusters scale past copper’s physical limits, the bottleneck shifts to optical & these are the companies building that layer across the stac…↗
Apr 18
Gaetano — $VIAV: A Crucial Role In The AI Optical Supply Chain
Let’s start with a thought
You can fab all the lasers, build all the transceivers, lay all the fiber, and rack all the switc…↗
Apr 17
TheValueist — $VIAV ascending to an all-time high today. +6% on the day. Digging into the product suite at DCD NY drove significant incremental conviction for me. They are the strongest and, in…↗
Apr 16
Gaetano — I've got a post on $VIAV coming today as well
So much focus on $AEHR lately
Rightfully so
I want to take a moment to discuss some other aspedts of this layer too!↗
Apr 16
PhotonBull — @Remzztrades $VIAV about to pull an $AEHR move↗
Apr 16
PhotonBull — @ParadisLabs Coming back to this, let's see if $VIAV joins the fun with $AEHR today👀↗
Apr 16
PhotonBull — When I posted this, $AEHR had dipped under $60 after the market closed
I argued that it was not a fair reaction.
One week later, and we received a large order premarket and are…↗
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 13
Gaetano — If you invest in Photonics, you need to understand the important of the testing layer
$AEHR $VIAV $FORM $KEYS $TER
This article is a great introduction↗
Apr 10
KaizenInvestor — As I'm 20% cash, I'm going to do some extra research this weekend.
Companies I’m going to look into this weekend:
$ALAB
$CRDO
$VRT
$GEV
$NEE
$BWXT
$VIAV
$AXTI
$SPIR
$DRAM
$A…↗
Apr 9
CK Capital — My favorite stocks right now by sector:
Space & Launch:
$ASTS — Direct-to-device satellite connectivity. 3.2B addressable subscribers. Commercial service this year.
$FLY — First…↗
Apr 8
KawzInvests 🦑 — This is a multi-year cycle and every layer runs.
Transceiver testing is happening now. CPO testing is the next leg. InP laser burn-in after that.
The market keeps repricing the s…↗
Apr 8
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
KawzInvests 🦑 — @stocktalkweekly haha $VIAV must be on fire https://t.co/388xwolZEv↗
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
KawzInvests 🦑 — $AEHR is up +66% since my last post in 5 days.
The three catalysts that matter most haven't happened yet.
Posted the full thesis here before it moved. 4 separate orders across 4…↗
Apr 8
Gaetano — This could be a confusing layer of Photonics
$VIAV $AEHR $FORM $KEYS
So I took a moment to try to make it as simple as possible
Testing is going to become a big theme as we trans…↗
Apr 7
TheValueist — $VIAV all time high today. https://t.co/O74JJJHzhu↗
Apr 7
TheValueist — $VIAV massive wartime TAM expansion. These guys know how to capitalize.
VIAVI Partners with Ground Control to Enable Assured Maritime Vessel Tracking and Navigation in GNSS-Denied…↗
Apr 6
CK Capital — The AI trade is not just about chips.
Every single GPU $NVDA sells needs to talk to thousands of other GPUs at speeds copper cables physically cannot handle. Without solving that…↗
Apr 6
TheValueist — $AEHR $VIAV $LITE $COHR This Research Note has been enhanced with additional color and context. I highly recommend you read it. Investors broadly are waking up to the fact that som…↗
Apr 4
PhotonBull — Seems like defense, space and photonics are really the best high beta spots to be invested right now during the volatility.
Have I missed any sector or theme?
$ASTS $RKLB $KRKNF…↗
Apr 4
TheValueist — $AEHR $VIAV $LITE $COHR Optical Networking Test and Measurement: Two Control Points in the Reliability Stack
https://t.co/jF5vgz9tx5
Bottom Line: The optical networking test oppo…↗
Apr 4
KawzInvests 🦑 — Every photonic IC has a failure curve that looks like a bathtub.
Failure rate spikes in the first 1,000 hours of operation. Latent defects in the crystal structure, micro-voids in…↗
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 🦑 — @dolores_capital If that's the concern, $VIAV trades at 5.6x forward EV/Sales with 56.6% gross margins and 148% forward EPS growth over two years as the same thesis at a fraction o…↗
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 1
KawzInvests 🦑 — @aleabitoreddit I agree i think $AEHR is the highest-upside, highest-risk pure play on wafer-level photonic IC testing, while
$VIAV is the higher-quality, lower-risk exposure to…↗
Apr 1
Serenity — @KawzInvests Nice high level overview on the supply chain! Yeah $VIAV $AEHR are all great.
I just personally like the smaller MC names like Aehr, since it implies higher upside,…↗
Apr 1
KawzInvests 🦑 — @aleabitoreddit The part most people miss is $AEHR and $VIAV are the only two names here that do not require you to pick a winner. $AEHR burns every photonic wafer before it ships…↗
Apr 1
Gaetano — I haven't talked too much about testing
$VIAV $AEHR
But I will going forward
Working on an intro post to it now, deep dives soon
And already have my watchlist up on the st…↗
— 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…
TheValueist — I suspect this $VIAV trade confirmation/solidification will more than cover the time and effort required to attend the DCD NYC conference. https://t.co/vlCMFqKbrU↗
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
TheValueist — My strongest long signal so far from the DCD event is $VIAV . I have been long for some time. I have shared a good deal on the company; search my timeline for more information. The…↗
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 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 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: +…↗
InvestmentGuru — MARKET LEADERS EMERGING — FOLLOW THE MONEY, NOT THE NOISE
The market is clearly rotating into AI infrastructure, photonics, power, and defense — and these names are leading the mo…↗
Mar 17
Serenity — @PhotonCap Glad to hear! Yeah, there's so many different names since photonics TAM for AI is massive.
You can definitely make an ETF of stuff like $FORM, $KEYS, $VIAV, $AEHR, and…↗
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 3
TheValueist — $VIAV one green pre in a sea of red. Sometimes it works out. https://t.co/w9v5iabCx6↗
Mar 2
TheValueist — This might be the first time in my life that I am 100% the open interest in a listed security. Call leap deep and steep. Felt that was worth sharing. It might simply blow up in my…↗
Mar 2
TheValueist — GAI Test and Measure. Don't sleep on VIAV.
$VIAV $AEHR $TER $KEYS https://t.co/LTNpDcRmZw↗
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…↗
Feb 22
TheValueist — $VIAV has been trading well. https://t.co/7CL5sX6ryp↗