Who is InvestmentGuru?

InvestmentGuru (@investmentguru_) is a FinTwit voice tracked on Surfaced in the Long Research category with 41.9k followers on X. Surfaced archives their cashtag mentions and plots each one on a price chart so the calls age publicly.

What stocks does @investmentguru_ mention most?

Over the past 12 months, @investmentguru_'s most-mentioned tickers are $MU, $ONDS, $RKLB, $ASTS, $NVDA — $MU leads with 286 mentions.

When did @investmentguru_ first mention $MU?

@investmentguru_'s first tracked mention of $MU was on Dec 17, 2025.

How active is @investmentguru_?

In the past 12 months, @investmentguru_ posted 3714 times carrying cashtag mentions, totalling 12553 mentions across 1011 distinct tickers.

InvestmentGuru (@investmentguru

Recent mentions

latest 50 of 105

@investmentguru_Jul 16, 2026 · 1:54 PM

$AXTI from $143 high to $48

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@investmentguru_Jul 13, 2026 · 10:33 AM

$MU $AMD $CRDO $MRVL $AAOI $AXTI $COHR $INTC $SNDK $NBIS AI infrastructure stocks are under pressure in the premarket as the sector goes through a broad rotation and consolidation. Nothing goes straight up forever. Pullbacks are a normal part of healthy market trends and can create opportunities for long-term investors to gradually build positions in high-conviction names. Patience often pays more than chasing strength. NOT A FINANCIAL ADVICE

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@investmentguru_Jul 9, 2026 · 10:35 AM

buying opportunity in market Photonics $AAOI $AXTI $COHR $GLW $NOK Space $RKLB $ASTS $SPCX $RDW $SATL NeoCloud $NBIS $CRWV $CIFR $APLD $IREN $HIVE $BTDR Energy $OKLO $SMR $EOSE $QS Physical AI $OUST $AMBA $PATH $MBLY Quantum $IONQ $QBTS $RGTI $NVDA $MRVL $MU $CRDO $PLTR

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@investmentguru_Jul 7, 2026 · 10:31 AM

Silicon-to-Substation: 5 Themes Built for the Long Run Photonics / Optical Interconnects The bottleneck is shifting from compute to data movement. Co-packaged optics fixes that. $POET $LWLG $SIVEF $AAOI $AXTI $IQEPF $COHR Memory AI models are starving for bandwidth. HBM and next-gen memory are the unlock. $MU $SNDK $MRVL $CRDO $AMD $INTC Energy / Power Data centers need power that scales faster than the grid can build it. Nuclear and baseload energy step in. $OKLO $SMR $NNE $CEG $TE NeoCloud The new compute layer sitting between hyperscalers and startups. Capacity is the moat. $CRWV $NBIS $IREN $APLD $BTDR $KEEL $HIVE Physical AI / Robotics Intelligence is leaving the screen and entering the physical world. $SERV $OUST $AMBA $BB $JOBY $RR $CCXI The through-line: every layer feeds the next. Compute needs power. Power needs speed. Speed needs light. And all of it eventually walks off the screen and into the physical world. This is the stack we’re building around for the long run. Not financial advice.

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@investmentguru_Jun 28, 2026 · 11:57 AM

The market just handed us a masterclass in thesis validation. The top performers of 2026 aren’t random. They’re a roadmap. Memory $SNDK. $MU. $WDC. Three names. One theme. The world needed storage and these companies delivered. The market rewarded them accordingly. Semiconductors $AXTI. $AAOI. $MRVL. $ARM. $INTC. $CRDO. $SMCI. $AMD. The silicon backbone of the AI buildout showed up — and showed out. Semiconductor Equipment & Testing $AEHR. $KLAC. $ONTO. $COHU. Because you can’t build the chips without testing them first. The enablers always get paid eventually. AI Infrastructure $DELL. $NBIS. $PENG. $CRWV. $IREN. $CLS. The picks-and-shovels layer printed. Clean Energy $BE $OKLO. $CEG. $FLNC. quietly joined the leaders board. The energy transition isn’t a story for tomorrow — it’s already in the returns. Synthetic Biology $TWST. $BEAM. DNA writing meets AI. One of the most underappreciated convergence plays on the board. Cloud & Developer Infrastructure $DOCN. $CFLT. $NET. $GTLB. Profitable. Growing. Underowned. The quiet compounder that snuck onto the leaderboard. ➡️ Memory ➡️ Semis & Equipment ➡️ AI Infrastructure ➡️ Clean Energy ➡️ Synthetic Biology ➡️ Cloud Infrastructure The Silicon-to-Substation thesis didn’t just play out on paper. It played out in portfolios. The leaders of the next leg are already hiding in plain sight. Not financial advice.

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@investmentguru_Jun 25, 2026 · 10:33 AM

11 stocks- my positioning in 11 layers of AI infrastructure. Layer 1 — Substrate $AXTI — The raw crystal foundation. InP & GaAs wafers that power the photonics revolution. Layer 2 — Memory $MU — HBM demand exploding as AI workloads scale. Record earnings, strong guidance, and still trading at a valuation discount versus peers. Layer 3 — Networking Silicon $MRVL — Custom AI networking solutions powering hyperscaler infrastructure. Layer 4 — High-Speed Connectivity $CRDO — Terabit-speed connectivity between GPU clusters. AI performance depends on data movement. Layer 5 — RF / Photonics Enablement $SIVEF — Enabling the next generation of optical networking infrastructure. Layer 6 — Co-Packaged Optics $POET — Tackling power and bandwidth bottlenecks with optical interposer technology. Layer 7 — Optical Transceivers $AAOI — Positioned to benefit as hyperscale data centers accelerate optical deployments. Layer 8 — NeoCloud Compute $NBIS — AI-native cloud infrastructure built specifically for large-scale AI workloads. Layer 9 — Space Connectivity $RKLB — Building the launch and space infrastructure needed for global connectivity. Layer 10 — Physical AI Perception $OUST — Lidar technology enabling robotics, automation, smart infrastructure, and autonomous systems. Layer 11 — Power $OKLO — AI’s future ultimately depends on reliable, scalable energy. Power is the foundation beneath every layer above. Substrate → Memory → Networking → Connectivity → RF → Optics → Transceivers → Compute → Space → Perception → Power This isn’t a watchlist. It’s an AI infrastructure roadmap. The Silicon-to-Substation Thesis. Not financial advice. Do your own research.

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@investmentguru_Jun 23, 2026 · 10:48 PM

Semi bloodbath today. $KORU -35% $SOXL -23% $MU -13% $AXTI -15% $AAOI -13% $TSM -6.1% $AMD -6% $MRVL -8.3%

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@investmentguru_Jun 22, 2026 · 10:16 AM

The AI Gold Rush Isn’t About GPUs Anymore Everyone is chasing the obvious names. I’m spending more time looking at the companies that solve the bottlenecks. AI clusters can’t scale without memory. They can’t communicate without optics. They can’t expand without power. They can’t be built without packaging and semiconductor equipment. They can’t operate without compute capacity. That’s why I’m focused on names like $MU, $AAOI, $MRVL , $POET , $SIVE, $ASYS, $CRDO , $AXTI , $HIVE, $IREN, $CRWV, $BRUN, $CIFR and $PENG. The biggest winners of 2026-2027 may not be the companies selling the AI dream. They may be the companies selling the picks and shovels required to build it. Just sharing where I’m looking.

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@investmentguru_Jun 21, 2026 · 12:52 PM

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-conviction names powering the AI buildout. $MU • $SNDK • $ARM • $MRVL • $AMD • $LRCX • $DELL • $WDC • $TER Tier 2 — Photonics & Connectivity Backbone The critical networking and optical layer connecting AI clusters at scale. $ALAB • $AAOI • $NOK • $VIAV • $MXL • $FORM • $CRDO • $AXTI Tier 3 — Power & Physical Buildout AI needs electricity, transmission, cooling, and infrastructure before it can scale. $BE • $FPS • $STRL • $POWL • $VICR • $UCTT • $FLNC • $OKLO Tier 4 — NeoCloud & Compute Capacity The emerging AI cloud providers and compute infrastructure operators. $NBIS • $WULF • $DOCN • $CRWV • $WYFI • $CIFR • $IREN Tier 5 — Speculative & Edge Upside Higher-risk names with asymmetric upside tied to photonics, power efficiency, edge AI, and physical AI. $POET • $AEHR • $AMBQ • $NVTS • $OUST • $AMBA • $SIVEF The AI boom is no longer just about GPUs. The next phase of wealth creation is being driven by the companies building the entire AI ecosystem — memory, storage, networking, photonics, power, infrastructure, cloud capacity, and physical AI. Key Themes I’m Watching Through 2030 ✅ Memory & Storage ✅ Photonics & Optical Networking ✅ AI Connectivity & CXL ✅ Datacenter Power & Grid Infrastructure ✅ NeoCloud Expansion ✅ Physical AI & Robotics ✅ Semiconductor Equipment ✅ Edge AI & Low-Power Computing Follow the money, not the headlines. The biggest winners of the AI cycle won’t all be GPU companies — they’ll be the businesses enabling AI to scale. Not a financial advice

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@investmentguru_Jun 11, 2026 · 10:59 AM

10 Stocks Built to Create Generational Wealth The AI infrastructure supercycle is rewriting the rules. Here’s where I’d position across the full stack — from the chip to the cloud to the platform layer. The Connective Tissue → $CRDO — SerDes interconnect is the bloodstream of AI clusters. Explosive revenue growth, Microsoft tailwinds, and the hyperscaler buildout has years to run → $MRVL — Custom silicon + optical DSPs = the go-to partner for every major cloud player building their own AI infrastructure. One of the most underappreciated compounders in semis → $AVGO — The quiet giant. Custom AI ASICs for Google and Meta, dominant networking silicon, and a software business most people forget exists Photonics & Memory → $AAOI — Optical transceiver demand for AI data centers is surging. A high-beta play on the bandwidth explosion inside hyperscaler facilities → $AXTI — AXT supplies the compound semiconductor substrates (InP, GaAs) that feed the photonics supply chain. A picks-and-shovels play most retail investors have never heard of → $MU — AI inference and HBM demand is structurally transforming Micron’s earnings power. Every GPU cluster needs memory. Every edge AI device needs NAND. Micron wins both The Platform & Intelligence Layer → $GOOG — TPU infrastructure, Gemini models, YouTube monetization, and Waymo optionality. Criminally undervalued relative to peers given the AI workload it processes daily → $ORCL — Cloud infrastructure renaissance. Oracle’s GPU cluster business is growing faster than AWS. Earnings catalyst tonight could be a major re-rating event → $TSLA — Full Self-Driving, the Dojo supercomputer, Optimus humanoid robots, and the largest real-world AI training dataset on the planet. More AI company than car company at this point The Turnaround Wildcard → $INTC — Intel is executing a foundry transformation that Wall Street refuses to price in. Intel 18A, government contracts, and a new CEO focused purely on execution. If it works, the upside is generational This isn’t a list of 10 random names. This is a layered stack — substrates → transceivers → interconnects → memory → ASICs → cloud → platforms → robotics. The AI supercycle needs all of it. Not financial advice.

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@investmentguru_Jun 8, 2026 · 10:37 AM

16 Semiconductor & AI Infrastructure Stocks to Watch $AMBA $CEVA $OSS $SKM $HPE $INOD $AOSL $PENG $MCHP $MXL $VSH $AXTI $GFS $PLAB $LASR $AEHR From Edge AI and photonics to AI data centers, memory, power delivery, defense, and semiconductor infrastructure, these 16 names cover multiple layers of the AI ecosystem. The AI buildout isn’t just about chips. It’s about the entire stack. Not financial advice.

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@investmentguru_Jun 7, 2026 · 2:24 PM

The AI buildout is expanding far beyond $NVDA. Key areas seeing accelerating demand: ✅ AI servers & data centers ($HPE, $MCHP) ✅ Edge AI ($AMBA, $OSS) ✅ AI data infrastructure ($INOD) ✅ Optical networking & photonics ($MXL, $AXTI, $LASR) ✅ Specialty foundries ($GFS) ✅ Semiconductor IP ($CEVA) ✅ AI testing & burn-in ($AEHR)

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@investmentguru_Jun 7, 2026 · 12:55 PM

SEMICONDUCTOR & TECH SECTOR SWEEP — 16 Names You Need To Know $AMBA Edge AI Inflection Is Real — $800M Hanwha Deal Seals the Narrative $CEVA IP Licensing Machine Beats Expectations — AI/NPU Design Wins Piling Up $OSS Rugged Edge AI Play Turns Profitable — Book-to-Bill of 1.8x Screams Momentum. Defense + AI Edge compute. Clean balance sheet. This is quietly one of the best small-cap setups in the space. $SKM Korea’s AI Infrastructure Play Hidden in Plain Sight SKM is repositioning as an AI-native telco — AGI services, data centers, and enterprise AI deployment in KR/APAC. $HPE Blowout Quarter — AI Server Demand Goes Parabolic, 2 Years Ahead of Plan $INOD Record Q1 Revenue +54% YoY — AI Data Infrastructure Demand Goes Vertical. Pure AI data infrastructure play. Revenue trajectory is one of the cleanest in the space right now. $AOSL AI Data Center Power Story — PCIM 2026 Presentation Spotlights the Thesis. Power delivery is the invisible bottleneck in AI infrastructure. AOSL is a direct pick-and-shovel play on the AI power density problem. $PENG Advanced Computing + HPC Memory — Quietly Positioned at the AI Infrastructure Stack. Penguin Solutions operates across Advanced Computing, Integrated Memory, and Optimized LED. HPC and AI cluster deployment services are the growth engine. $MCHP Data Center Unit Targeting $500M in 2026 — PCIe Gen6 Switch Is a Hidden Gem. PCIe switches, CXL memory controllers, storage accelerators — all AI data center critical path. MCHP is not just a microcontroller company anymore. $MXL 76% Single-Day Pop After Q1 — AI Optical Silicon Play Validates the Thesis. Co-packaged optics adjacency is real. If Rushmore platform executes the way Keystone did, there’s further upside. High risk/high reward. $VSH Passive Component Cycle Recovery — Industrial + Defense Tailwinds Building. Vishay is the bellwether for the passive semiconductor cycle. Resistors, capacitors, and diodes are the unsexy underpinning of every PCB on earth. Industrial and defense exposure gives a more durable demand profile vs. consumer electronics.. $AXTI Record InP Substrate Quarter Coming — AI Infrastructure Driving the Ramp. AXT is pursuing one of the most aggressive expansion plans in the industry. InP substrates are the foundational input for photonic chips — the backbone of AI data center optical interconnects. The AXTI story is a direct derivative of the co-packaged optics supercycle. $GFS Specialty Foundry with Defense + Automotive Moat — The Other Foundry Play. GFS is the pure-play on specialty nodes — RF, analog, mixed-signal, defense-grade silicon. Not competing with TSMC on leading edge; competing on reliability and geopolitical security. US government CHIPS Act tailwind and defense qualification moats make this a differentiated foundry allocation. $PLAB Photomask Leader Holds Steady — AI Chip Complexity Is a Long-Term Tailwind. Margin compression is the near-term headwind. But every advanced node chip — AI, HPC, or otherwise — requires photomasks. PLAB is infrastructure-of-infrastructure. Durable, if not flashy. $LASR Defense Laser Demand Accelerating — The Photonics-to-Defense Bridge. nLIGHT sits at the intersection of two mega-themes: photonics and defense. High-power fiber lasers for directed energy weapons and industrial manufacturing. As defense laser systems scale from R&D to production deployment, LASR transitions from speculative to revenue-compounding. $AEHR FY2027 Setup Is Exceptional — Record Bookings + AI Processor Production Orders Signal the Inflection. AEHR secured first production orders from a major AI accelerator company for wafer-level burn-in using the FOX-XP system. AEHR also announced a partnership with ISE/ASE — the world’s largest OSAT — to co-market and proliferate wafer-level burn-in for AI processors. Not financial advice.

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@investmentguru_Jun 5, 2026 · 10:51 AM

17. $ARM The architecture powering every AI inference chip, mobile AI, and data center CPU. Royalty model means it benefits from every chip design across the ecosystem — $NVDA, $AMD, $AVGO, and hyperscaler custom silicon all pay Arm. 18. $RKLB The highest-quality pure-play public space stock. Vertically integrated — launch + satellite components + space systems. SpaceX IPO as sector catalyst lifts the entire ecosystem. 19. $ASTS Direct-to-device satellite broadband — the physical AI connectivity layer for areas beyond terrestrial coverage. Hyperscaler partnerships + FCC approvals = execution risk but massive TAM. 20. $AXTI The raw material layer nobody talks about. Compound semiconductor substrates (InP, GaAs, Ge) that enable photonic chips, satellite components, and RF semiconductics. The quiet foundation of both the photonics and space stacks. Not financial advice. DYOR.

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@investmentguru_Jun 3, 2026 · 6:41 PM

The Full CPO Stack Light Sources → $POET, $COHR, $LITE Photonic ICs / Interposers → $POET Optical Interposer™ Advanced Packaging → 2.5D/3D chiplet architecture Switch Silicon + CPO → $NVDA, $AVGO, $MRVL Optical DSP / SerDes → $CRDO, $MRVL Modules + Transceivers → $AAOI, $COHR, $LITE Wafer Supply → $IQEPF, $SIVEF, $AXTI Every layer is investable. Different risk profiles. Same structural tailwind.

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@investmentguru_Jun 3, 2026 · 10:22 AM

CPO: The Bottleneck Everyone’s watching GPUs. Semis. Memory. Nobody’s watching the wire between them. That’s the next bottleneck. And it’s real. The Problem: AI Is Choking on Its Own Data Inside every hyperscale AI cluster right now — thousands of GPUs screaming to talk to each other. The compute isn’t the constraint anymore. The interconnect is. At multi-terabit data rates, copper traces can’t keep up: → Signal integrity degrades at scale → Retimers & DSPs fix it — but at brutal power cost → ~60% of data center energy goes to data movement. Not compute. Movement. And clusters are only getting denser. Enter Co-Packaged Optics (CPO) CPO = optical engines integrated directly alongside the switch ASIC — inside the same package. Not a pluggable transceiver bolted on the side. Right there. On the package. The physics win: → Shorter electrical path = lower loss, lower latency → Optical carries more bits per joule than copper → Higher bandwidth density per accelerator → When photonics is in the package, the PCB stops being the bottleneck The Market → 2025: ~$95M → 2026: Early hyperscale deployment begins → 2027–2029: Commercialization ramp → 2030+: Mainstream optical I/O → 2034: $1.05B+ at ~30.6% CAGR This is not a niche. This is infrastructure. Who’s Already Moving $NVDA — CPO-based Quantum-X InfiniBand switches. 409.6 Tb/s. 512 ports at 800Gb/s. Commercial in 2026. Standard-setting moment. $AVGO + Meta — 1 million link hours tested without a single link flap. Reliability validated. $POET — The pure-play photonic integration story: → $400M institutional raise closed May 2026 → $50M initial PO from Lumilens, $500M+ 5-year framework → LITEON + Lessengers + Lumilens partnerships all Q1 2026 → Blazar hybrid laser gaining traction as CPO light source → Targeting 800G → 1.6T and beyond $COHR — Vertically integrated lasers, PICs, modules $CRDO — Optical DSP/SerDes at the interconnect layer $MRVL — Electro-optical integration for custom AI ASICs $AAOI — Data center transceiver play $IQEPF / $SIVEF — Compound semiconductor wafers enabling the whole chain The Full CPO Stack Light Sources → $POET, $COHR, $LITE Photonic ICs / Interposers → $POET Optical Interposer™ Advanced Packaging → 2.5D/3D chiplet architecture Switch Silicon + CPO → $NVDA, $AVGO, $MRVL Optical DSP / SerDes → $CRDO, $MRVL Modules + Transceivers → $AAOI, $COHR, $LITE Wafer Supply → $IQEPF, $SIVEF, $AXTI Every layer is investable. Different risk profiles. Same structural tailwind. The Real Risks 🔴 Still early — full hyperscale CPO deployment likely 2027–2028 🔴 Thermal management is a hard problem near high-power logic dies 🔴 Manufacturing precision & yield ramps are non-trivial 🔴 Pluggables won’t die overnight — coexistence through at least 2029 🔴 Standards fragmentation risk for pure-play component suppliers Not financial advice. DYOR.

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@investmentguru_May 31, 2026 · 12:27 PM

Everyone’s asking what to buy in 2026. The answer’s been in the executive orders the whole time. The reshoring of America is real. And it starts with the ground-level stuff nobody talks about. Critical Minerals: $MP $LAC $TMQ Rare Earths: $CRML $USAR $TMC Manufacturing: $STRL $CDNL You can’t build the future without the raw materials first. Then comes the energy layer — because AI, drones, and chips all need power. Nuclear: $OKLO $CCJ $UUUU $XE Energy: $GEV $BE $TE $FCEL Batteries: $AMPX $QS $FLNC Now you’re cooking. Stack the infrastructure, then deploy the technology. Photonics: $CRDO $LITE $AAOI $AXTI Chips: $NVDA $AMD $TSMC $ARM $INTC AI: $MU $DELL $WDC $SNDK The applications sitting on top of all of it? Space: $ASTS $RKLB $PL Drones: $ONDS $UMAC $AVEX Robotics: $AEVA $OUST Quantum: $IONQ $RGTI $QBTS $INFQ Healthcare: $OSCR $CLOV $NVO Crypto: $CRCL $HOOD $PURR This isn’t a stock list. It’s a supply chain. Read the policy. Follow the capital. Connect the dots. Not financial advice. DYOR. Bookmark this post , like and repost so it can help others.

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@investmentguru_May 24, 2026 · 6:31 PM

The full optical stack: $COHR → $LITE → $AAOI → $POET → $AXTI → $IQEPF → $SIVEF → $LWLG This isn’t a trade. It’s a multi-year infrastructure supercycle.

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@investmentguru_May 22, 2026 · 12:05 AM

$MU $CRDO $AAOI $AXTI $MRVL all green today

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@investmentguru_May 20, 2026 · 10:33 AM

10 AI Infrastructure Stocks I’m Watching for the Long Game 1. $MU — Memory Is Now a Strategic Asset Micron posted record Q2 FY2026 revenue of $23.86B — nearly 3x the same quarter last year — with record gross margins, EPS, and free cash flow. HBM capacity is completely sold out through calendar 2026, with pricing locked in on the vast majority of that volume. Memory is no longer cyclical commodity — it’s the bottleneck of the AI era. 2. $MRVL — The Custom Silicon Kingmaker Marvell delivered record FY2026 revenue of $8.195B, up 42% YoY, with custom AI chip wins at Amazon, Microsoft, and Google anchoring its growth. Its 800G and 1.6T optical DSPs have become the essential “plumbing” for hyperscale AI clusters. The most underrated AI infrastructure name hiding in plain sight. 3. $CRDO — The High-Speed Connectivity Pure Play Management is guiding over 50% YoY revenue growth for fiscal 2027 as AI infrastructure scales rapidly. Rothschild & Co Redburn just launched coverage with a Buy and a $206 price target tied to surging generative AI infrastructure spending. Ultra-low power, ultra-high speed — exactly what AI data centers need. 4. $AAOI — America’s 800G Transceiver Champion AOI completed its first volume shipment of 800G products to a large hyperscale customer in Q1 2026 and is guiding for sequential revenue growth throughout the year, with significantly larger growth expected in Q3 as additional capacity comes online. They’re building a 210,000 sq ft manufacturing facility in Sugar Land, TX with up to $300M in planned investment to become one of the largest domestic suppliers of AI datacenter transceivers. 5. $AXTI — The Indium Phosphide Supercycle AXT hit Q1 2026 revenue of $26.9M, up 39% YoY, with InP backlog exceeding $100M, and is doubling indium phosphide capacity in both 2026 and 2027. Order demand for scale-out optics could grow 2x in 2026 and another 2x in 2027 — and every optical transceiver in every AI data center needs InP. This is the upstream pick-and-shovel few are talking about. 6. $INTC — The Turnaround Nobody Wants to Believe In Intel is partnering with Nokia and Dell to advance next-gen 5G edge infrastructure, with its Xeon 6 Granite Rapids-D SoC delivering enhanced AI capabilities for far-edge deployments. Foundry ambitions, US manufacturing tailwinds, and a deeply reset valuation. High risk — but if the turnaround lands, the upside is asymmetric. 7. $AMD — The Challenger That Keeps Gaining Ground The iShares Semiconductor ETF is up 77% this year, with AMD among the key beneficiaries of AI infrastructure investment. MI300X traction in inference, custom silicon partnerships, and a data center GPU roadmap that has Nvidia watching closely. The market keeps underestimating this one. 8. $QCOM — Beyond Phones, Into Physical AI Qualcomm posted $10.6B in Q2 FY2026 revenue with record quarterly QCT automotive revenues, and combined automotive + IoT revenues up 20% YoY. Momentum across personal, industrial and physical AI is growing — this is no longer just a smartphone chipmaker. Edge AI, autonomous systems, and robotics are the next chapters. 9. $NOK — The AI-Native Network Play Nokia is delivering advanced optical and IP data center connectivity to power AI computing across continents, while partnering with NVIDIA to define the next generation of global connectivity in the AI-native wireless era. Deeply undervalued relative to its AI infrastructure footprint. Patient capital play. 10. $ARM — The Architecture Running AI Everywhere In March 2026, Arm made history by launching its first-ever production silicon — the Arm AGI CPU — a data center processor for agentic AI workloads, developed with Meta, delivering more than 2x performance per rack vs. x86 platforms. Arm’s compute platform now supports AI workloads ranging from milliwatts to gigawatts — from edge to cloud. Every AI chip runs on Arm’s architecture. The royalty engine of the AI age.

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@investmentguru_May 19, 2026 · 3:40 PM

$MU $MRVL $CRDO $AXTI

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@investmentguru_May 19, 2026 · 10:47 AM

The AI Semiconductor Watchlist — “At Some Point, This Becomes a Buy” $MU — HBM memory sold out through 2026 and the AI memory supercycle is just getting started. The 52-week range tells the whole story — from $90 to $818. Micron is the picks-and-shovels play for every AI training cluster being built right now. Pullbacks are gifts. $AAOI — Pure-play datacom optics in a world that can’t lay fiber fast enough. Stock has gone from $15 to $233 in 52 weeks and is now digesting gains hard. The AI transceiver demand story hasn’t changed — the stock just got ahead of itself temporarily. $MRVL — Custom ASIC + optical DSP + PCIe interconnect. Up 110% YTD and RBC just raised their price target to $200 ahead of Q1 earnings on May 27. This is the hyperscaler’s chipmaker of choice and the AI custom silicon wave is still in early innings. $CRDO — Credo is quietly becoming one of the most important companies in AI networking. Q3 earnings crushed estimates, Q4 guidance was strong, and the DustPhotonics acquisition accelerates the silicon photonics push with combined optical revenue projected above $500M in FY2027. Strong Buy consensus across the Street. Any meaningful dip is a conversation. $AXTI — The InP substrate supplier nobody talks about until it moves 10x. 52-week low of $1.38 to an all-time high above $125 — this is what a supply-constrained critical materials story looks like when the market finally discovers it. Every photonics chip needs InP. $AXTI makes the wafers. $INTC — The most unlikely comeback story in semiconductors. Tesla foundry deal for 14A chips, Google ASIC partnership, $5B Nvidia investment, $5.7B CHIPS Act disbursement — Lip-Bu Tan is executing and the foundry thesis is becoming real. Up 466% over the trailing 12 months so valuation is stretched, but the long-term structural reset story is legitimate. The AI infrastructure supercycle doesn’t care about short-term volatility. Every name on this list sits at the foundation of it. Patience > FOMO. Not financial advice.

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@investmentguru_May 16, 2026 · 11:03 PM

One AI Supercycle - 10 Layers. 10 Tickers. Layer 1 — Power | $BE A single AI data center can consume 100–500MW. The US grid wasn’t built for this. Bloom Energy sits at the intersection of distributed power generation and the insatiable energy appetite of hyperscalers. Power is the foundational constraint — before chips, before cooling, before anything else. Layer 2 — Substrates | $AXTI InP (Indium Phosphide) and GaAs (Gallium Arsenide) wafers are the raw material for photonic components — lasers, modulators, detectors. AXT Inc supplies these specialty substrates to the photonics supply chain. Demand is structurally rising as Co-Packaged Optics (CPO) and 1.6T transceivers scale. Tight supply, long qualification cycles, few alternatives. Layer 3 — Chips | $NVDA H100. H200. Blackwell. Each generation widens the moat rather than narrowing it. CUDA lock-in is one of the deepest competitive advantages in tech history. $NVDA isn’t just a chipmaker — it’s the operating system of the AI era. Layer 4 — Memory | $MU HBM3E (High Bandwidth Memory) is the bandwidth interface between the GPU and data. Without it, the most powerful chips in the world are throttled. Micron is one of only three companies globally that can produce HBM at scale — alongside SK Hynix and Samsung. Supply is tight. ASPs are rising. The AI upgrade cycle is a multi-year HBM demand wave. Layer 5 — Photonics | $AAOI As data centers scale from 400G to 800G to 1.6T optical speeds, the components inside transceivers — lasers, modulators, detectors — face an exponential demand surge. Applied Optoelectronics is a pure-play photonics manufacturer benefiting directly from this cycle. Margin expansion + volume ramp = a powerful setup. Layer 6 — Optics | $LITE If photonics makes the components, optics assembles them into the interconnect. Lumentum is a leader in optical networking — coherent transceivers, 3D sensing, EML lasers. The 800G → 1.6T transition is a hardware replacement cycle that touches every hyperscaler and co-lo data center globally. This isn’t incremental demand. It’s a full network overhaul. Layer 7 — Cooling | $VRT Vertiv designs and manufactures liquid cooling, immersion systems, and thermal management infrastructure for high-density AI racks. As GPU power density climbs past 1kW per chip, traditional air cooling fails. Vertiv is already embedded with the largest hyperscalers. Backlog is growing. Lead times are extending. Layer 8 — Networking | $ANET Arista Networks builds the high-speed Ethernet switching fabric that connects thousands of GPUs inside AI training clusters. Their software-defined architecture and 400G/800G switching platforms are designed for exactly the traffic patterns AI workloads generate. AI networking is a separate, incremental growth vector on top of their already dominant enterprise business. Layer 9 — Data Centers | $NBIS Nebius Group is building AI-native data centers — purpose-built for GPU density, liquid cooling, and low-latency networking. Unlike legacy co-los retrofitting old facilities, Nebius is starting from scratch for the AI era. Backed by Yandex’s original infrastructure DNA, they’re scaling fast in a market where capacity is chronically constrained. Layer 10 — Hyperscalers | $GOOG Google has committed $75B in capex for 2025 alone. Their TPU buildout, data center expansion, and AI product integration (Gemini, Search, Cloud) make them both a consumer and a builder across the stack. Every dollar they spend flows down through layers 1–9. The AI supercycle isn’t a software story — it’s a physical infrastructure buildout that rivals the railroad era. Every layer of this stack is capacity-constrained, capital-intensive, and structurally undersupplied relative to where demand is heading. Most investors own one or two names at the top of the stack. The opportunity is in understanding all 10 layers — and sizing accordingly. Not financial advice .

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@investmentguru_May 16, 2026 · 12:04 PM

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 interconnects need InP-based lasers. And InP supply is critically constrained. WHAT IS InP AND WHY DOES IT MATTER? Indium Phosphide is the substrate behind high-speed optical components — the lasers and photodetectors moving data at 800G and 1.6T speeds inside AI data centers. Silicon simply can’t do what InP does at these speeds. No InP = No optical interconnects = AI infrastructure hits a wall. THE FULL InP VALUE CHAIN 𝗦𝘂𝗯𝘀𝘁𝗿𝗮𝘁𝗲𝘀 & 𝗪𝗮𝗳𝗲𝗿𝘀 → $AXTI — one of the only publicly traded InP substrate suppliers in the West → $IQEPF — epitaxial wafer supplier feeding InP laser production 𝗖𝗼𝗺𝗽𝗼𝗻𝗲𝗻𝘁𝘀 & 𝗟𝗮𝘀𝗲𝗿𝘀 → $COHR — vertically integrated, owns InP laser fabs → $IPGP — fiber and InP laser exposure → $AAOI — transceiver/laser components → $LITE — InP laser supplier to hyperscalers 𝗦𝗶𝗹𝗶𝗰𝗼𝗻 𝗣𝗵𝗼𝘁𝗼𝗻𝗶𝗰𝘀 / 𝗙𝗼𝘂𝗻𝗱𝗿𝗶𝗲𝘀 → $TSEM — InP photonics foundry capabilities → $GFS — compound semiconductor exposure 𝗣𝘂𝗿𝗲-𝗣𝗹𝗮𝘆 𝗦𝗽𝗲𝗰𝘂𝗹𝗮𝘁𝗶𝘃𝗲 → $POET — optical interposer platform designed to integrate InP lasers at scale, potentially solving the bottleneck directly → $LWLG — electro-optic polymer platform, InP alternative play → $ALMU / $SIVEF — smaller speculative names in the photonics supply chain 𝗧𝗲𝘀𝘁𝗶𝗻𝗴 & 𝗩𝗮𝗹𝗶𝗱𝗮𝘁𝗶𝗼𝗻 → $AEHR — wafer-level burn-in testing for photonic chips → $KEYS — optical and high-speed signal testing WHY SUPPLY CAN’T JUST SCALE OVERNIGHT InP isn’t silicon. → Only a handful of facilities globally can produce InP substrates → Building new InP fabs takes years and billions → Geopolitical concentration risk is real — much of the supply chain runs through Asia → Hyperscaler demand for 800G/1.6T is accelerating faster than supply can respond This is a structural bottleneck — not a temporary one. THE INVESTMENT THESIS IN ONE LINE The AI buildout runs through InP. And InP supply is stuck. The picks-and-shovels play isn’t just $NVDA. It might be the substrate nobody’s heard of yet. Not financial advice.

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@investmentguru_May 15, 2026 · 1:08 PM

$NOK Unusual options activity keeps pouring into $NOK and it’s getting harder for the market to ignore what is happening beneath the surface. Over $10M in LEAPS calls have hit Nokia in the last 2 weeks alone. The biggest trade? 50,000 contracts on the Dec 2026 $24 calls worth roughly $4.15M. Someone just made a multi-million dollar bet that Nokia trades 66% higher within 7 months. This is not the old Nokia the market remembers. The story changed after the Infinera acquisition. Nokia now controls one of the most vertically integrated optical networking stacks in the industry: → Photonic chips (PICs) → Optical components → Complete networking systems Most competitors only own one layer of the stack. Nokia is now positioned directly in the center of the AI infrastructure buildout, optical networking expansion, AI-RAN deployments, hyperscaler traffic growth, and future 6G infrastructure. Meanwhile, the legacy mobile business is still suppressing the valuation multiple even as optical and AI networking become a larger percentage of revenue every year. That disconnect is exactly why the options market may be getting aggressive here. The market is rewarding optical/photonics companies with massive forward multiples: $AXTI ~295x $CIEN ~112x $AAOI ~100x $COHR ~72x $LITE ~60x Nokia still trades at a major discount despite arguably having one of the strongest strategic positions in optical infrastructure. The options chain is also revealing a very important setup: $14 = support floor $15 = trigger level Dealers are heavily positioned around those strikes. If $NOK decisively breaks above $15 with volume, gamma dynamics can quickly shift from resistance into forced dealer buying. That is why June $15 calls now carry the largest open interest on the chain with more than 120K contracts open. At the same time, traders continue stacking farther-out calls: → Jul $20C → Sep $21C → Dec $23C → Jan 2027 $20C This looks less like random speculation and more like institutions positioning for a full re-rating cycle tied to AI networking, optical infrastructure, and AI-RAN adoption. Still volatile and still speculative, but definitely one of the more interesting asymmetric setups in AI infrastructure right now. https://t.co/ErU6FSMeNt

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@investmentguru_May 12, 2026 · 9:43 AM

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 the full supply chain map 👇 ⚙️ FOUNDATIONAL INFRASTRUCTURE → PCB: $TTM, $JBL → CCL: $ROG → MLCC: $VSH → Liquid Cooling & Thermal: $VRT 🔴 CORE COMPUTE & MEMORY AI Silicon: → $NVDA $AVGO $AMD $INTC Memory / Storage: → $MU $SNDK $WDC $STX $INTC Power Management / Analog: → $TXN $ADI $NXPI $STM $MPWR $VICR Wafer Foundry: → $TSM $GFS $UMC Advanced Packaging / OSAT: → $TSM $ASX $AMKR 🔵 OPTICAL COMMUNICATIONS NETWORK Optical Components: → $LITE $COHR $AAOI Optical Fiber & Cable: → $GLW Silicon Photonics Foundry: → $TSEM $GFS INP: → $AXTI Optical DSP / Interconnect Silicon: → $MRVL $FN ☁️ CLOUD & AI PLATFORMS → $AMZN $GOOG $BABA $BIDU The AI compute supercycle isn’t one stock — it’s an entire ecosystem repricing in real time. Not financial advice. DYOR.

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@investmentguru_May 9, 2026 · 3:53 PM

The Complete Semiconductor Playbook — AI Supercycle 2026 🤖 EDGE AI $QUIK · $CEVA · $SYNA · $QCOM · $INDI · $VLN · $SMTC → AI leaves the data center. Devices. Cars. Factories. Multi-year secular trend just getting started. 🏗️ AI INFRA $SGH · $SKYT · $AVGO · $NVDA · $ARM · $CRDO · $MRVL → The “Nvidia-only” era is over. The full stack is getting priced in. ⚡ POWER $POWI · $TXN · $MPWR · $VICR · $GANX · $AEHR → AI data centers are power monsters. Unsexy. Essential. Increasingly scarce. 🔬 FUTURE-TECH $LWLG · $AXTI · $POET · $TSEM · $GFS · $IPGP → Silicon photonics foundry capacity = national strategic asset. 🛠️ EQUIPMENT $AMAT · $LRCX · $KLAC · $ASML · $ONTO · $ACMR → Without these, nothing above gets built. Map the full stack. That’s where the alpha is. Not financial advice. DYOR

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@investmentguru_May 9, 2026 · 3:08 PM

10 long term bets $CRDO — Credo Technology | High-speed AEC interconnects powering AI data centers. Sticky design wins with hyperscalers. Underowned, undervalued. $MRVL — Marvell Technology | Custom AI silicon + data center networking. ASIC tailwinds from Amazon, Google, Microsoft. Long runway ahead. $MXL — MaxLinear | High-speed optical & broadband chips. optical networking demand is accelerating fast. $AAOI — Applied Optoelectronics | 400G/800G transceivers for hyperscalers. Pure-play on the AI optical boom. Small cap, big leverage. $AXTI — AXT Inc. | Makes the InP & GaAs substrates photonics runs on. The picks-and-shovels play nobody’s talking about. $INOD — Innodata | AI data services powering enterprise AI pipelines. Profitable, growing, and still flying under the radar. $RKLB — Rocket Lab | Full space stack — launch + spacecraft. The most execution-focused name in the entire space sector. $IREN — IREN Ltd. | Pivoting hard into AI cloud compute. Low-cost power + GPU infrastructure = serious optionality. $IONQ — IonQ | Trapped-ion quantum computing. Early innings, but government contracts + commercial deals are stacking up. $OKLO — Oklo | Micro-fission nuclear reactors purpose-built for the AI power crisis. Long-duration, asymmetric upside. Not financial advice.

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@investmentguru_May 4, 2026 · 5:46 PM

$AXTI what a great run so far https://t.co/e5neZgaPeJ

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@investmentguru_May 4, 2026 · 11:13 AM

Money still coming in this stocks $LITE $COHR $AAOI $AXTI $ALMU $SIVEF $GFS $LWLG $VIAV $AEHR

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@investmentguru_May 2, 2026 · 6:29 PM

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 Wafer Foundries → $TSM $TSEM $GFS $UMC 2. Materials (The Overlooked Layer) (The foundation of photonics) Indium Phosphide → $AXTI $IQE Gallium Arsenide → $AXTI $MTSI This layer is underfollowed and could see strong upside as optical demand expands. 3. Optical Components (The data highways) VCSEL / EML Lasers → $LITE $COHR $AVGO $AAOI Optical Module Assembly → $FN $COHR $LITE $MRVL $CSCO Fiber / WDM / Optical Connectivity → $CIEN $GLW $LITE MPO Connectors → $GLW $APH Optical Fiber → $GLW 4. Packaging & Testing (The hidden backbone) Packaging → $ASX $AMKR $FN $JBL Packaging Equipment → $KLIC Testing → $TER $KEYS $FORM $AEHR

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@investmentguru_May 1, 2026 · 8:16 PM

$AXTI was near single digits and now almost touching $100 .

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@investmentguru_May 1, 2026 · 12:31 AM

Overnight movers Memory weak: $SNDK -6%, $WDC -8%, $MU -2% Software strong: $TEAM +24%, $TWLO +18%, $MNDY +4% $RDDT +13% on strong earnings $RBLX -20% as losses widen $AXTI -7% despite improving revenue

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@investmentguru_Apr 30, 2026 · 2:35 AM

Photonics & Semiconductors: The Quiet Kings of This Market The rotation is happening in plain sight. While macro noise dominates headlines, photonics and semiconductor names are quietly building the infrastructure that every AI workload, data center, and next-gen network depends on — and the market is starting to reprice that reality. $COHR, $LITE, $MRVL, $CIEN, $INTC, $SNDK , $AXTI, $MU , $AAOI, and $SIMO aren’t just riding a trend; they’re supplying the rails that the entire AI buildout runs on. Optical interconnects, silicon photonics, and coherent transceivers aren’t optional upgrades — they’re the physical bottleneck every hyperscaler is scrambling to solve right now. On the semiconductor side, the thesis is just as structural: demand for specialized chips across AI inference, optical engines, and edge compute isn’t slowing; it’s accelerating into 2026 and beyond. When bandwidth demand grows exponentially and copper simply can’t keep up, light wins — and the companies enabling that shift are sitting at the intersection of two of the most durable capex cycles in market history. This isn’t hype. This is infrastructure.

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@investmentguru_Apr 25, 2026 · 9:50 PM

Building a Semiconductor Watchlist: 20 Names to Watch $AMKR — Advanced packaging $GFS — Mature-node foundry $LSCC — Low-power FPGAs $AEHR — Wafer-level burn-in test equipment $AXTI — Compound semiconductor substrates (GaAs, InP) $NVTS — GaN/SiC power chips, AI data center play $POET — Optical semiconductors, photonics $INDI — Automotive/ADAS chips $VLN — Automotive connectivity $HIMX — Display drivers, IoT $VECO — Semiconductor equipment $SKYT — US-based foundry, govt contracts $PLAB — Photomasks for chipmakers $SQNS — 5G/IoT chips $GCTS — 5G connectivity $MX — Power & display chips (Korea) $ICG — ASIC crypto/AI chips $ACLS — Ion implant equipment $TTM — PCB/semiconductor packaging $VSH — Passive components, discrete semis

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@investmentguru_Apr 25, 2026 · 9:27 PM

Big earnings week ahead. Names on deck: $AMKR $CDNS $HOOD $SPOT $GLW $BE $ENPH $AMZN $MSFT $META $GOOGL $QCOM $SOFI $LMND $KLAC $VKTX $VIAV $AAPL $RDDT $RBLX $ZETA $RIVN $SNDK $WDC $ROKU $FSLR $TEAM $AXTI Plenty of market-moving catalysts across AI, tech, fintech, solar, biotech, and consumer. Expect volatility, sharp reactions, and opportunities. Stay selective. Trade the setup, not the hype.

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@investmentguru_Apr 22, 2026 · 10:11 AM

$AXTI — AXT Inc. is the picks-and-shovels play at the very foundation of the photonics supply chain. They grow the compound semiconductor substrates — Indium Phosphide (InP), Gallium Arsenide (GaAs), and Germanium — that power the lasers and chips inside AI data center transceivers, 5G chips, and satellite systems. No substrates, no photonics. AXTI has delivered nearly 900% gains over the past 12 months as the market woke up to its role in AI infrastructure — specifically, InP wafers are essential when you need to move data using light. The near-term picture is volatile though: the stock dropped sharply after management announced a public offering to expand its Beijing Tongmei subsidiary’s InP substrate capacity — dilution risk is real. Balance sheet remains solid with $120M+ in cash, modest debt, and a current ratio of 2.7. Q1 earnings drop April 30 — a key catalyst. High-volatility, high-beta name — but if InP demand from AI optics ramps as expected, AXTI sits at the most critical chokepoint in the supply chain. Not financial advice.

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@investmentguru_Apr 21, 2026 · 12:07 AM

$AXTI offering today down AH https://t.co/l97IIVtojB

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@investmentguru_Apr 19, 2026 · 5:17 PM

$AXTI — AXT Inc: The Indium Phosphide Chokepoint Nobody Can Replace Refined indium gets combined with phosphorus to create Indium Phosphide — the material used to make high-performance data center lasers. Silicon cannot generate light directly from electricity. InP can. This is why InP is strategically irreplaceable, and why the companies that supply InP wafers sit at the most critical chokepoint in the chain. AXT Inc. is the primary publicly traded substrate supplier. This is the rare earth equivalent of photonics.

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@investmentguru_Apr 19, 2026 · 12:20 PM

My Photonics watchlist:- Materials/Substrates: $AXTI $GLW $IQEPF Foundry/Manufacturing: $TSEM $FN $GFS $MKSI Components/Lasers: $COHR $LITE $AAOI $SIVE Silicon/DSP: $AVGO $MRVL $MTSI $CRDO Systems/Networks: $CIEN $NOK $CLS Infrastructure: $NVDA Moonshots: $POET $LWLG

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@investmentguru_Apr 16, 2026 · 6:57 PM

$AXTI impressive run https://t.co/TFXd2gvTse

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@investmentguru_Apr 16, 2026 · 3:38 PM

Photonics and Space bouncing today $AAOI $COHR $LITE $LWLG $POET $AXTI $AEHR $SATL $RKLB $ASTS $SIDU $SPIR

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@investmentguru_Apr 15, 2026 · 11:50 PM

Photonics names took a breather today, consolidating while the broader market ripped — with key players like $AAOI, $COHR, $LITE, $AXTI, $AEHR, and $OPTX in the red; looks more like rotation than weakness as capital chased higher-beta momentum in quantum and AI, and if anything, this kind of pause in photonics after a strong run could set up the next leg once money rotates back into the optical/AI infrastructure trade.

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@investmentguru_Apr 15, 2026 · 10:44 AM

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 $AEHR $ICHR $BE $VIAV $LITE $MRVL $FORM $WDC $SIVEF This isn’t just a GPU story anymore… It’s about everything behind AI infrastructure: • Optical connectivity • Semiconductor materials • Testing & packaging • Data + storage The message is clear: AI demand is pulling the entire ecosystem higher Follow the supply chain — that’s where the next winners are emerging

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@investmentguru_Apr 14, 2026 · 10:27 AM

$PLAB is the most under-the-radar, fundamentally sound name in the photonics/semiconductor supply chain. It’s not a momentum screamer like $AAOI or $AXTI — it’s a steady, cash-generative infrastructure play with a 33%+ EBITDA margin, dominant niche positioning, and secular tailwinds from AI, reshoring, and the AMOLED upgrade cycle. The $330M capex year is the gating factor for near-term upside, but that spend is building moats. it’s fairly valued but not expensive for what you’re getting. Not financial advice. DYOR.

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@investmentguru_Apr 12, 2026 · 2:00 PM

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 $COHR Layer 2 — SiPh Foundries Where photonic chips are fabricated $TSMC $GFS $TSEM Layer 3 — Lasers (Bottleneck) EML + CW lasers — tightest supply in the chain $LITE $COHR $AAOI $FN Layer 4 — PICs (Optical Chips) Integration layer replacing discrete components $POET $LWLG $MRVL $AVGO Layer 5 — Transceivers 400G → 800G → 1.6T data movement $CIEN $AAOI $LITE $COHR Layer 6 — Co-Packaged Optics (CPO) Next-gen architecture — optics + silicon combined $NVDA $AVGO $MRVL $COHR $LITE $ALAB Layer 7 — Optical Switching (OCS) Routing light without electrical conversion $CIEN $COHR $LITE Layer 8 — Networking Systems DCI, long-haul, metro infrastructure $CIEN $ANET $NOK Layer 9 — Test & EDA Hidden backbone enabling scale $KEYS $FORM $ANSS Layer 10 — Demand Drivers Hyperscalers pulling the entire chain $NVDA $META $GOOGL $MSFT $AMZN THE BIG PICTURE (2026–2027) - AI demand is exponential - Electrical interconnects are hitting limits - Optical = the only scalable solution Key Constraint: Laser supply (InP → EML/CW) → Bottleneck today = pricing power tomorrow This isn’t a single stock trade. It’s a full-stack infrastructure shift — like semis in the early 2000s. The winners won’t just be chipmakers… They’ll be the ones enabling light-speed data movement. Not financial advice. DYOR. Bookmark this, retweet for others

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@investmentguru_Apr 12, 2026 · 1:19 PM

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 61% YoY driven by AI data center demand. Joining Nasdaq-100 on April 20. The AI memory supercycle is real. $AXTI Makes indium phosphide substrates — the critical material powering silicon photonics. Plans to double manufacturing capacity in 2026. Every AI data center needs what they make. $AAOI Optical transceiver maker riding the hyperscaler buildout wave. Direct picks-and-shovels play on AI fiber infrastructure. Revenue exploding as data centers scale. 💡 $IBRX Anktiva bladder cancer drug revenue up 168% YoY. Now approved across 34 countries with FDA label expansion pending. From clinical-stage to commercial inflection — fast. 💊 $AEHR Wafer-level burn-in testing leader for silicon carbide and photonics chips. Picks-and-shovels for the semiconductor ramp no one talks about. Quietly one of 2026’s best setups. $SATL Geospatial intelligence + DoD contract momentum driving this space stock. Defense and surveillance demand exploding globally. Under the radar but not for long. $LITE Pure-play photonics and optical components powerhouse. Direct supplier to hyperscalers building out AI data center interconnects at massive scale. Transceiver and laser demand exploding as cloud providers race to upgrade optical infrastructure. Revenue recovering strongly after a multi-year downcycle — the comeback trade in photonics. The “layer below the chips” thesis made into a stock. $OPTX Optical component supplier benefiting from photonics buildout AND defense optics demand. Dual catalyst — AI infrastructure + government contracts. Tiny float, big moves. $LWLG Electro-optic polymer company powering next-gen silicon photonics modulators for AI data centers. Signed a deal with Tower Semiconductor targeting 400G per lane optical modules. A Fortune Global 500 company now in Stage 3 of their design win cycle. Pre-revenue but catalysts stacking fast. $NBIS European AI hyperscaler projecting revenue run rate to grow from $1.25B to $7-9B by end of 2026. GPU cloud infrastructure at scale. Think AWS but built purely for AI workloads. ☁️

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@investmentguru_Apr 11, 2026 · 12:53 AM

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 photonics is leading right now → AI data centers are hitting a copper bandwidth wall → Optical interconnects = faster, scalable, lower power (light > electrons) → Next-gen systems are being built around this shift → 800G+ demand is accelerating faster than supply can match The supply-demand imbalance → Capacity is tight across key components → Long lead times = sustained demand visibility → Pricing power shifts to suppliers → This is how multi-month sector runs start The names to watch → $LITE — core laser tech, supply constrained, strong demand tailwind → $COHR — scale player, diversified + aligned with AI ecosystem → $FN — manufacturing backbone, major beneficiary of volume ramp → $CIEN — network infrastructure layer, hyperscaler exposure → $MRVL — silicon photonics + custom AI data center chips → $AEHR — testing demand ramp tied to new photonics cycle $POET , $LWLG , $SIVEF , $AAOI , $AXTI What confirms the trend → Breakouts across multiple names — not just one → Moves happening without headlines = institutional accumulation → Strong relative performance vs $SPY Don’t overcomplicate it → This is a sector move, not a single-stock story → You don’t need perfect entries — you need the right theme → Momentum phases last longer than most expect The play → Focus on strength within the sector → Let momentum + capital flows work → Stay until relative strength breaks — then rotate Photonics is the plumbing of AI. And this cycle is just getting started. Not financial advice. DYOR.

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@investmentguru_Apr 10, 2026 · 10:45 AM

Follow the money — smart flow is rotating into next-gen tech infrastructure $AAOI → Massive momentum on AI/data center demand + 800G transceivers → Recently saw explosive upside driven by hyperscaler orders $AEHR → Quiet leader in AI chip testing + silicon photonics → New orders tied to AI processors + data centers $AXTI → Substrate play for compound semis (AI, photonics, 5G) $COHR → Core player in lasers, optics, and photonics infrastructure $SNDK → Memory + storage demand rising with AI + data growth Money is clearly flowing into AI infrastructure backbone — optical, photonics, semis, and data center supply chain. These aren’t hype names… they’re picks & shovels of AI.

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@investmentguru_Apr 9, 2026 · 12:28 AM

Photonics / Optical / Semiconductor — Full Stack View Foundries $TSEM $GFS → Scaling silicon photonics capacity to meet demand surge Optical Components & Lasers $COHR $LITE $IPGP $LASR → Core building blocks: lasers, modulators, photodiodes Transceivers & Optical Engines $AAOI $POET → Where electrical meets optical — key bottleneck + opportunity Chip Design & SiPh Integration $MRVL $MTSI → Designing the brains behind optical interconnects Manufacturing & Packaging $FN → Advanced assembly becomes critical as complexity rises Networking & Systems $CIEN $GLW → Moving massive data through fiber at scale Testing & Materials $AEHR $AXTI $LWLG → Enabling performance, reliability, and next-gen efficiency Key Drivers → AI data center buildout (800G → 1.6T → CPO) → Demand > supply through 2027 → Aggressive M&A across the ecosystem This isn’t just a sector — it’s an entire supply chain being repriced in real time. Photonics isn’t coming… it’s already here. Not financial advice. DYOR.

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