| Date | Tweet |
|---|
| 2026-07-24T00:11:40 | Not exactly for $AAOI (they're working on CPO too, just a little further behind in commercialization).
There's a podcast that featured the $SIVE CEO recently called: "Market Insights: Photonics & AI".
Most interesting take was:
"Pluggables will be around for the next 10 years".
There's a lot of… → · 705 likes · 240,624 views |
| 2026-07-23T04:49:37 | $INTC and $AMD to sign CPU LTAs with Chinese customers for AI DCs (Reuters).
- Prices of some CPU products have risen more than 40% in China since the start of the year from sources.
- Month-on-month increases topping 10% for some products
CPUs were already a bottleneck, following CPU ratios du… → · 1149 likes · 327,538 views |
| 2026-07-22T20:27:50 | $GOOGL reported earnings today:
EPS: $9.11 actual vs $2.91 expected - retail reactions to EPS blowout is kinda just accounting noise, since $SPCX, Anthropic, and others were likely large contributors.
Revenue: $119.7B actual vs. $116.98B expected
Google Cloud Revenue: $24.77B +82% Y/Y, vs. 63-65… → · 2057 likes · 787,436 views |
| 2026-07-21T17:41:05 | Wow, a historic single day recovery.
$SIVEF +30.89%
$IQEF +28.6%
$AEHR +26.53%
$CIFR +17.82%
$NBIS +17.3%
$AAOI +15.6%
$LPK +14.48%
$AXTI +14.12%
$MU +12.54%
$SNDK +12.8%
$SOI +11.1%
$TSEM +10.39%
$LITE +9.25%
$INTC +8.22%
$AMD +8.11%
$MRVL +7.27% → · 4564 likes · 668,804 views |
| 2026-07-21T08:13:03 | Memory names from Kioxia finished up a whopping +17.18%. Samsung up +6.15%.
Optical networking from $SIVE, $LITE, and $AAOI are showing signs of recovery, all up 4%+.
Neoclouds from $NBIS to $IREN all up 4%+ premarket.
$INTC to $AMD to $MRVL all up 4%+.
Does the Cramer effect work on the ent… → · 2188 likes · 556,839 views |
| 2026-07-18T00:15:54+00:00 | If $AAOI are projecting $1.4B a quarter q3 2027 ($471m/month), which is $5.6B revenue annualized, (targeting 40%+ gaap gross margins).
And they’re a $8B MC…
Or if personal $SIVE CW Win capacity projections are around ~$400m midpoint array revenue off 60% gross margins.
And that’s a $1B MC.
Just… → · 163 likes · 21,878 views |
| 2026-07-17T21:19:06 | Thanks, love reading the comments!
Goldman Sachs raised Innolight PT to 2581 RMB. Roughly 163.6% upside from current valuations.
But the largest thing is its 2026–2028 earnings est revision raised by a whopping 65%/108%/119%, based on:
- Much higher silicon photonics module volumes
- scale out, … → · 1108 likes · 768,418 views |
| 2026-07-16T15:57:05 | My guess is we’re close to market bottom on semis from $INTC to $LITE.
A good indicator is if everyone on $RDDT blew up their portfolios to $0. https://t.co/X1m9Yv1JuX → · 4104 likes · 917,569 views |
| 2026-07-16T15:20:45+00:00 | Morgan Stanley listed $SIVE as the three core CPO laser players alongside $LITE and $COHR in their note 3 days ago.
Fidelity Research, JP Morgan and others have started to take active positions. They recently raised an oversubscribed institutional round at 57 SEK.
This is all ahead of US NASDAQ l… → · 289 likes · 73,490 views |
| 2026-07-16T15:13:29+00:00 | I think people tend to forget that $LITE went from a $3B valuation to $60B+ in 2 years time from owning the EML chokepoint.
This was before the 9x TAM expansion to ~$154B per GS by H2 2028.
$SIVE has the opportunity to dominate the next CW chokepoint with 1.6T and CPO.
And it's sitting at ~$1.… → · 302 likes · 70,998 views |
| 2026-07-15T15:07:50+00:00 | I don't see any fundamentally wrong. There's probably going to be large corrections from time to time flush out margin/leverage before things move higher.
And this month seems like that time of year?
$POET confirmed your big optical giants like $LITE, $COHR are completely sold out for the next 2 … → · 261 likes · 33,712 views |
| 2026-07-13T23:17:46 | TLDR of Innolight investor relations takeaways:
1. "Overall, 1.6T market demand has not contracted; instead, 800G demand has increased significantly compared with previous expectations"
Prob most important takeaway as a whole was 800G demand revision (also longer tail demand). Which is a bullish r… → · 935 likes · 393,457 views |
| 2026-07-13T19:20:46 | Morgan Stanley note on CPO today. Key participants include:
- $SIVE, $COHR, and $LITE in laser supply
- Broadcom and Nvidia in switch platforms
- Lightmatter, Ayar Labs, Marvell/Celestial, and POET in optical engines and photonics,
- $TSM, $GFS, and $TSEM in silicon photonics foundry capacity
I’v… → · 2131 likes · 512,202 views |
| 2026-07-10T17:31:39 | Rosenblatt on recent optical sector weakness from $AAOI to $LITE:
"Stocks in the Optical sector have traded poorly for the last 1-2 months" due to CPO delay reports and China capacity scares.
"We think short sellers... do not actually strongly believe in the thesis."
Multiple short sellers told t… → · 1719 likes · 482,339 views |
| 2026-07-10T08:23:29 | Yep, it’s interesting to witness retail capitulation.
After we got Bloomberg Meta compute article cleared up by their internal memo.
And the 2 reports on delays were denied by Nvidia.
Both of which caused the selloff in the first place...
So Photonics / Nvidia’s roadmap hasn’t fundamentally ch… → · 1703 likes · 597,328 views |
| 2026-07-09 | @Goodly2016 I just the algo gods just missed $SIVE after $LITE and the laser names pulled a recovery. → · 112 likes · 23,803 views |
| 2026-07-09 | $SIVE US NASDAQ listing is more for:
- Fundraising (most important thing) to acquire IP + TAM expansion and make each laser they sell more valuable. Following what $LITE did (eg. Cloud Light acquisition) from just selling lasers.
- Also it helps bridge valuation gaps, since I see it as underval… → · 186 likes · 20,813 views |
| 2026-07-07T19:49:55 | Hesai Technology, a Chinese lidar maker faces US national scrutiny over its expanded partnership with $NVDA and lidar sensors.
For $OUST, $AEVA, and Western lidar bros, this is generally positive if competitors get regulated out.
Since there were warnings that:
Sensors could be disabled or expl… → · 1034 likes · 424,270 views |
| 2026-07-07T14:03:29 | Just putting it out there:
If everything crashes together from $NBIS, $MRVL, $INTC, $SNDK, $AMD, $SIVE, $MU, $LITE, and others...
Which are all down -4% to -10%+ today so far.
Probably doesn't have anything to do with individual fundamentals.
Indiscriminate selloffs from things like cascading… → · 5092 likes · 1,229,049 views |
| 2026-07-07 | $SIVE is probably my favorite stocks right now, not concerned about short term drops.
- You have the laser supplier to $GFS, $JBL, Ayar, $POET, and many other hyperscaler suppliers.
- NASDAQ listing planned in the next few quarters
- Followed by M&A goals for TAM expansion.
And it's literally t… → · 522 likes · 105,164 views |
| 2026-07-06T21:14:10 | Was a sad few months for $RDDT. But glad it's finally back above $200.
Reddit was doing:
- $663M revenue w/ 91.5% gross margins
- $204M GAAP net income
- 45%+ fwd Y/Y growth after 69%+ growth.
- Net profit is ~30.7% of revenue
Felt very weird to see a profitable company get dragged down after ear… → · 826 likes · 364,150 views |
| 2026-07-06T08:25:00 | I personally think $SIVE can be the next $LITE.
In the past few months alone, we've seen:
1. Partnerships with O-Net pushing ELS into mass production
2. $JBL 1.6T LRO mass production signals with "relatively dramatic moats" for pluggables using Sivers.
3. $GFS SCALE reference level laser for hype… → · 1927 likes · 788,625 views |
| 2026-07-05 | Yep, $AMZN looks like the clear winner in physical AI shift.
I think the Amazon ecosystem... is probably going to the catalyst for robotics players compared to others in the Google/Meta ecosystems.
I kinda see parallels to the $GOOGL TPU effect on suppliers like $LITE or Mediatek, but for roboti… → · 116 likes · 29,927 views |
| 2026-07-04T18:02:28 | UDN Money report "殺翻光通訊後 SemiAnalysis 惹議 業界揭其劣跡 許多公司慘遭魔手":
- SemiAnalysis, released a report in June, questioning the timing of the launch of the CPO on the grounds of low yield and delay, which caused the photonics sector to collapse.
- The agency then partnered with Tema to launch a photonics E… → · 1019 likes · 485,730 views |
| 2026-07-03 | @256_rc -> Writes bearish report, specifically calling out $HIMX and $LITE
-> Proceeds to add $HIMX and $LITE their actively managed ETF after they drop -25-40%.
op strategy. → · 250 likes · 40,340 views |
| 2026-07-02T19:12:55 | Always a fun time seeing semi markets crash from Bloomberg report framing once again…
UBS analyst on $META report: “this is not new news”.
Regardless:
$AEHR down -18.3%
$AAOI down -17.13%
$SIVEF down -15.4%
$SNDK down -14.8%
$TER down -13.8%
$GLW down -11.4%
$MRVL down -11.2%
$LITE down -10.2%
$N… → · 2150 likes · 441,474 views |
| 2026-07-02T16:56:31 | Photonics is backed by actual revenue numbers and it's an architectural shift championed by $NVDA.
Quantum barely has any revenue.
$LITE is completely sold out for the next 2 years (per $POET AGM) likely starting into 2029. Lumentum is so strained that they buy CW lasers off competitors (earnings … → · 2232 likes · 722,680 views |
| 2026-06-29T06:57:45 | Just some notes on $POET AGM and read through on optical markets:
- "The top three laser suppliers control 68% of the market, and they’re completely sold out for the next two years"
$LITE CEO said into 2028, so POET implicitly confirms laser shortage is going into 2029 now.
- NRE with a new custo… → · 1184 likes · 586,085 views |
| 2026-06-29T05:26:31 | Honestly this decade from 2020-2030 might be the most goated in human history.
- Scaling massive reusable rockets for orbital compute with $RKLB to $SPCX.
- on the cusp of ASI and recursive learning with Anthropic and OpenAI
- Backflipping Boston Dynamics and Unitree humanoids to replace the hum… → · 3011 likes · 586,713 views |
| 2026-06-27T02:11:30 | $SPCX / Elon Musk acquires Mesh, an optical networking startup.
Which is working on 1.6T OSFP (pluggable).
It’s seems they own the optical engine/packaging side of things, but likely sources CW DFB lasers off merchant companies.
$SIVE is one of the more startup friendly plausible merchant suppli… → · 1790 likes · 657,629 views |
| 2026-06-26T09:50:52 | OFC I'm aware. But I'm personally sleeping comfortably since I have conviction in my hyperscaler mapping research with $SIVE.
And yes, I still have my million+ share position.
Not sure if people realize this: but I'm only here to share my thoughts/ideas.
I don't control market volatility, what d… → · 2067 likes · 767,266 views |
| 2026-06-26 | FYI, I posted ideas about $AXTI at $15, $AAOI at $30, $TSEM at $115, $LITE $300, $MU $300, $SNDK $400, $EWY $110, $SIVE $4.
$IQE $13, $SOI $44 and so on.
So when they finally have a massive correction due to macro drop the ideas are wrong? And most are still up a few hundred percent.
TW CPO names… → · 205 likes · 28,846 views |
| 2026-06-24 | @Zenctwill $MU earnings are probably a good read through on SK Hynix/Samsung, which is majority of KOSPI weighting (passively too). So seems more likely than not for SK index.
It’s also a positive read through on AI demand, which is why $LITE, $AAOI, and others jumped a tiny bit AH. → · 129 likes · 28,550 views |
| 2026-06-23T15:42:09 | Curious if anyone's portfolio is green after today's fun day.
$KORU: -32.06%
$SOXL: -22.98%
$IQE: -13.58%
$DRAM: -12.6%
$AXTI: -12.57%
$FLNC: -12.5%
$AAOI: -11.2%
$SIVE: -11.7%
$TSEM: -10.24%
$SNDK: -12.5%
$MU: -11.8%
Sk Hynix: -12.35%
Samsung: -9.6%
$MRVL: -8.3%
$LITE: -7.6%
$SOI -7.15%
$TSM: -6… → · 2433 likes · 783,540 views |
| 2026-06-23T03:16:44 | IMO photonics theme + CW laser chokepoint is goated.
It's legit like markets have short term memory loss and forgot how $LITE went from $3B -> $65B+ from 2024 to now.
Because $NVDA caused EML bottlenecks, and forced architectural changes.
We're literally seeing the same thing today with CW lase… → · 1616 likes · 984,535 views |
| 2026-06-23 | @SaiseiInvesting No, 0 clue why people invest in those types of ETFs.
- You have the most basic names you can buy yourself like $LITE / $COHR as heaviest weights, where they take management fees.
- Names not adjacent to AI DCs. → · 135 likes · 29,662 views |
| 2026-06-21T07:53:18 | I've been getting a lot of questions about OE Solutions (138080) recently.
Here's my research/thoughts so far on it:
They're a small Korean optical transceiver company, similar to $AAOI.
And they've become one the few EML players in the world (eg. $COHR, $LITE, Mitsubishi, Source, Sumitomo), w… → · 1082 likes · 679,443 views |
| 2026-06-21 | @jeongpark0509 No price target, but I like to keep in mind:
$LITE went from 2.88B MC in 2024, to $67B MC in 2026.
Just took 2 years and $SIVE is around the same starting point as Lumentum today. → · 452 likes · 240,259 views |
| 2026-06-21 | We're in a massive EML bottleneck right now and CW lasers are getting bottlenecked now too.
To my knowledge, $COHR is buying EMLs off $LITE because they can't make enough.
$LITE is majority allocated to EML, so they can't make enough CW lasers.
So they're buying CW lasers off competitors from … → · 102 likes · 24,260 views |
| 2026-06-21 | Korea is far behind with lasers. Maybe like 1 1/2 years if I had to guess.
Which is why OE Solutions is the very first/only to produce 100G EML in Korea AFAIK.
US ($LITE, $COHR) / Japan (Sumitomo, etc). dominates EML lasers. China has now kinda caught up.
US/Sweden/Japan dominates CW DFB IP.
… → · 73 likes · 15,473 views |
| 2026-06-20T11:52:49 | I think u must be new here.
Many of my ideas get intense backlash at the start, especially the more original they are.
$AXTI - endless hate to the point I got banned from the $RDDT WSB forum.
They thought it was some scam Chinese company, but Reuters, Epiwafer company earnings, and institutions … → · 2258 likes · 724,798 views |
| 2026-06-19T12:19:38 | I think something to highlight also is not all my ideas are green, especially on short term timeframes!
My core three themes are Neoclouds (Energy), Memory, and Photonics.
And I'm glad I chose the literal top performers for each segment from $NBIS to $EWY leaps to $SIVE.
However, I still have p… → · 2374 likes · 853,958 views |
| 2026-06-19 | Yes, choosing the right theme is extremely important.
Even if $POET doesn't really do anything, it still gets brought up thematically due to $LITE, $COHR, and others.
Even if $RDDT outperforms extremely hard, it still gets brought down from $META, $MSFT, $CRM, and other software basket names. → · 142 likes · 24,592 views |
| 2026-06-16T07:28:51 | Fun throwback to random ideas back in 2025.
Back then, $AAOI was $2B MC, $LITE was a $26B MC, $AXTI was $500M
Now:
- AAOI is $15.37B
- Lumentum is $74.47B
- AXT is $7.24B
Was working off less information back then, given it was an early theme.
Obviously nuances with ASIC → · 1195 likes · 515,561 views |
| 2026-06-16 | @aletir99 When has US investors ever cared about what people in Sweden think?
I still think $SIVE has the potential to be the next $75B $LITE if they follow the same M&A route after NASDAQ Listing. → · 294 likes · 65,381 views |
| 2026-06-16 | Other way around, $NVDA bottlenecked the entire industry for EML capacity.
And did the same with CW capacity ONCE AGAIN with $LITE, $COHR, and $MRVL (if they have LTA in place with Celestial)
I said this a few months ago, we'd see this exact same playbook. But $AMD, $AMZN, $META, and others are ju… → · 174 likes · 26,341 views |
| 2026-06-15T03:21:12+00:00 | Yep, very stupid to be a bear.
When Trump is doing everything to boost markets before Midterms.
On top, your $WOLF power semi basket should go brrr from 800 VDC acceleration.
$LITE optical basket should go brrr from InP easing.
$SPCX successful IPO gives more appetite to https://t.co/uh8HRxOE… → · 1682 likes · 706,511 views |
| 2026-06-15 | Ayar started off multi-sourcing with $MTSI and $LITE.
Then removed them from their website and likely made $SIVE primary source (likely for first gen).
It's every hyperscaler supplier intention to multi-source, there's nothing material being added there.
Ayar is one of the bigger CPO players, … → · 162 likes · 18,318 views |
| 2026-06-15 | @hisarchive lol I’m super bullish on my $SIVE position too.
> EU macro positive
> $LITE + laser group up 4-6% overnight trading from InP bottleneck easing
> possible Nasdaq listing timeline announcement today
We’ll see what happens. → · 402 likes · 135,766 views |
| 2026-06-12T04:26:43+00:00 | Just some reflection, my core high conviction ideas from 2025 aged super well!
From
$ALAB: $97-> $372
$LITE: $330 -> $904
$AAOI: $30 -> $175
And others like $NBIS, $RKLB, and $TSM!
This was back when I had close to no followers!
I got some nuances slightly off before more https://t.co… → · 1458 likes · 622,296 views |
| 2026-05-25 | $SIVE is highest possible upside, since I see them being the next $LITE (which started at ~$2.6B as well in 2024, but now is $80B).
As laser chokepoints are known to downstream TAM expand, then vertically integrate assembly/fabs after.
Foci/Shunsin I kinda expect to 3-4x.
They're more structur… → · 227 likes · 24,115 views |
| 2026-05-25 | Did you listen anon?
$SIVE is extremely early.
And we’re about to see a ton of institutional inflow (Blackrock, Vanguard, MSCI, NASDAQ) next week for the first time.
Then, couple that with NASDAQ listing soon, with even more US institutions entering.
This is what it’s like to be in a name like… → · 2395 likes · 698,995 views |
| 2026-05-24 | @ShortsHoward So this is exactly what I mean by using ChatGPT will make you miss the nuances:
They're literally different architectures.
People using LLMs to compare $LITE single high power laser to one of the channel's outputs in a multi-channel array don't what they're talking about. → · 114 likes · 21,904 views |
| 2026-05-24 | 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 CPO/optical hyperscaler players go through Sivers, likely:
Ayar. Celestial. Lightmatter. Lightelligence. Poet.
If you … → · 2868 likes · 785,694 views |
| 2026-05-23 | 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 multiple names that 10x'd in a short timeframe.
Do you remember these thesis anon?
1. $AXTI
2. $SIVE
3. $AAOI
4. $LITE
5… → · 4991 likes · 1,757,190 views |
| 2026-05-23 | People in Sweden always like:
“How does $SIVE have so little employees and can do all of this” vs. $LITE?
Turns out… You can build the most valuable IP in the world if ~1/4th your entire workforce are PHDs. https://t.co/oVlJJ9OEaZ → · 1396 likes · 171,894 views |
| 2026-05-23 | I said this before but I have high conviction in $SIVE.
I'm confident their UC Berkeley + $LITE executive team knows what IP to acquire. Since they've worked with Ayar and others from the start.
Also helps that 22% of their company are PHDs so entire team is cracked.
CHIPS ACT, all these likel… → · 215 likes · 17,723 views |
| 2026-05-23 | For $SIVE to become the next $80B+ $LITE.
Sivers is the current laser kingmaker of the optical transition to CPO and 1.6T.
They basically supply lasers to the leading players in the CPO space.
From likely $MRVL Celestial, Lightmatter, Lightelligence, $POET, and others for CPO. before they got… → · 1644 likes · 676,514 views |
| 2026-05-20 | @osilayer8 Nah, I'm cheering on $SIVE to become the next $LITE.
I didn't acquire positions just for Sivers to be bought out by $MRVL or $JBL.
I also really don't think fundraising is going to be a problem on NASDAQ listing given photonics demand.
Just a waiting game. → · 137 likes · 14,353 views |
| 2026-05-20 | $SIVE is nominating two new board members today.
It's very highly telling since the newcomers have acquisition backgrounds from:
-> Head of M&A at Ericsson / Advisor at Verdane, focusing on M&A / Deutsche Bank.
-> CFO from HMS / Axholmen and Celerant Consulting around M&A/strategy.
The bull … → · 853 likes · 403,239 views |
| 2026-05-20 | I was thinking about export controls on Rasa/NCI but that would cause a lot of downstream collateral damage on $IQE, $LITE, etc. if you halted China's InP substrate production in general.
But halting China's humanoid production with Ulvac and other chokepoints doesn't really do as much collateral h… → · 55 likes · 9,614 views |
| 2026-04-25 | It's highly nuanced, and I'll explain why it's not late, but late to some:
Photonics is the newest supercycle (maybe H1 into H2 2025 was the start).
Then there's many different architectural changes in each supercycle:
-> $LITE, $COHR, Innolight, $AXTI and these names led the first
I did a the… → · 2384 likes · 483,574 views |
| 2026-04-25 | @H0M3b $AMD was $3.5 almost a decade ago when I was looking at it but everyone kept telling me they couldn't compete with $INTC.
And that Intel could just beat them anytime.
Kinda feeling the same with $SIVE and $LITE? But we'll see. → · 98 likes · 9,537 views |
| 2026-04-24 | Photonics go brrr.
$MXL +76.2% (lol)
$AAOI +15.03%
$SIVE +12.69%
$AEHR +7.07%
$SOI +6.19%
$LITE +4.96%
Hope you didn’t sell and try and chase other bottlenecks anon? https://t.co/Ft2p94bDWR → · 1713 likes · 189,032 views |
| 2026-04-24 | I'm amused by Swedish culture at this point.
That their retail/journalists are crying every day when someone posts a supply chain mapping of $SIVE lasers to:
-> $MRVL CPO
-> $AMD CPO
-> $JBL 1.6T LRO
-> $NVDA
-> $AMZN, $META, $GOOGL, $MSFT
-> Tencent, Baidu, Alibaba for ELS.
Then they go crying e… → · 1158 likes · 296,894 views |
| 2026-04-24 | 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 +4.72%
4. $COHR +18.9%
5. $RKLB +26.76%
6. $DRAM +12.29%
7. $AVGO +18.32%
8. $AMZN +9.17%
9. $ARM +36.6%
10. $TSEM -1.25%
11… → · 1643 likes · 317,745 views |
| 2026-04-23 | Not the best idea to feel FOMO about the new “bottleneck” in every news cycle.
It’s going from:
$NVDA GPUs -> $MU Memory -> $IREN Power -> $LITE EMLs -> $SNDK Memory -> GPUs -> $AAOI transceivers -> Advanced Packaging -> Transformers -> $INTC CPUs… etc
And next would be stuff like $LPK glass sub… → · 2812 likes · 339,954 views |
| 2026-04-23 | Win Semi handles expansion… that’s why I was bullish on $SIVE so they don’t need to burn through capex handling this.
There’s only a few publicly traded companies in the world that can do this and they’re all in the tens of billions.
There’s a reason $JBL selected Sivers in specific. Same with Aya… → · 99 likes · 9,737 views |
| 2026-04-23 | There's stuff I trade, and stuff I invest in.
I haven't sold a single $SIVE share since I bought it last month. I expect this to be the next $LITE if they play their cards right, and this is a long term investment.
As for stuff like $AXTI, I'm up over 1000%+ but I'm still holding. For multi-year s… → · 225 likes · 43,803 views |
| 2026-04-23 | All the hyperscalers $SIVE likely ends up in 2027-2028 is staggering at a $900m MC.
Markets don't understand what's coming.
From speculative mapping:
> $SIVE -> $POET -> $MRVL ->
1. $AMZN (purchase agreement/warrants with photonic fabric from celestial)
2. $MSFT (maia)
3. $GOOGL (recent dev… → · 2152 likes · 465,760 views |
| 2026-04-21 | Woah... Sivers looks like the primary laser supplier to $AMD's CPO program if AMD goes the Ayar route at $GFS.
The interesting thing is: $LITE and $MTSI were silently removed from Ayar's website sequentially over time.
(Special thanks to one of my followers Setian for the DM.)
So $SIVE likely be… → · 1162 likes · 438,706 views |
| 2026-04-21 | The $AMD and $GFS CPO announcement is probably bigger than markets expect for $SIVE.
With the news, it's likely $SIVE lasers power $AMD's CPO program.
Either through two potential paths:
1. Enosemi (AMD's in-house PIC design post-acquisition). Enosemi's chiplets are fabbed at GF but for the ELS,… → · 649 likes · 385,140 views |
| 2026-04-20 | What a crazy timeline?
Today, $AMD announced it's pushing into CPO and collaborating with $GFS.
This is highly bullish for $SIVE since for CPO/SiPH, it requires external laser light source.
And... guess who are the two public laser suppliers in the GlobalFoundries CPO ecosystem?
$SIVE (~$935m)… → · 1115 likes · 387,536 views |
| 2026-04-20 | Global Foundries photonics/CPO ecosystem list:
1. $GFS - $30.5B
2. $CDNS - $85.9B
3. $SEIGY - $217.2B
4. $SNPS - $84B
5. $KEYS - $57.3B
6. $ATEYY - $130.4B
7. RoboTechnik (ficonTEC) - $11.4B
8. $GLW - $141.2B
9. $LITE - $63.8B
10. $SIVE - $950m
11. $FN - $24.7B
12. $ASX - $63.3B
For publicly trad… → · 1135 likes · 207,635 views |
| 2026-03-26 | @BabyYod59296514 Yeah, if names like $LITE or $AAOI run up a lot, corrections timed with macro selloffs hit a tad harder.
Surprised lower beta names like $COHR got hit -8% or so today. → · 18 likes · 6,098 views |
| 2026-03-26 | 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.
Almost everything is red.
From 6% on lower beta like Coherent all the way to to 22%.
Good lesson to learn:
Embr… → · 840 likes · 134,574 views |
| 2026-03-26 | It's macro related but drops often present a good dip buying opportunity.
Almost everything is down, $SPY down -.82%, EU50 down 1.16%, Kospi down -3.22%. $LITE down -3.24%
Only defense/energy seem to be doing well so far.
But this is pre-market, sometimes things flip market open. → · 28 likes · 3,073 views |
| 2026-03-26 | @technicalanysis I've disclosed I thought it would amusing to own a potential chokepoint in $LITE OCS supply chain for extremely cheap valuations.
But I'm not trading it at all. Any price movement is out of my hands. → · 17 likes · 3,131 views |
| 2026-03-26 | Lot of uninvited speculation about $P4O.
It's a pure-play glass substrate supplier, likely to $LITE OCS supply chains.
And they supply to Samsung with potential mapping to $COHR.
I like to analyze hyperscaler upstream supply chains.
I don't control how the algos/markets react to anything I menti… → · 175 likes · 72,439 views |
| 2026-03-26 | So if you care about the second optical transicever bottleneck outside of EML/CW Lasers:
- $SANM (US)
- $TTMI (US)
- WUS Printed Circuit (TPE: 2316)
- Unimicron (TPE: 3037)
- Zhen Ding Tech (TPE: 4958)
- Gold Circuit Electronics (TPE: 2368)
Were winners for the optical transceiver PCB bottleneck.… → · 282 likes · 88,535 views |
| 2026-03-26 | @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 down -4% YTD. → · 37 likes · 6,559 views |
| 2026-03-26 | $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 went up 70% to a $21B+ MC.
Retail flows do not send NASDAQ stocks up $10B+.
Information discovery and synthesis does. E… → · 467 likes · 67,576 views |
| 2026-03-26 | @Berlinergy Exactly. Lot of things come just a lack of understanding.
If people developed their own conviction around names like $SIVE, $MTSI, $LITE if they saw how severe the EML/CW bottleneck is going to be.
Then when you see a 125%+ increase, you would still think it's undervalued. → · 27 likes · 4,363 views |
| 2026-03-26 | @itsthesquonky Thanks for your comment with $LITE, it was legendary.
Wasn’t too early to that one compared to when you spotted it but at least it returned triple digits. → · 20 likes · 2,412 views |
| 2026-03-26 | 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 salty folks out there to admit…
That my thesis are just right after all. Instead of downplaying it?
$20B+ companies lik… → · 884 likes · 80,074 views |
| 2026-03-25 | 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 low fwd ~20 P/E 2028.
CW/CPO more speculative for photonics, not the pluggable optical transceivers cycle. But compared to memory/GPUs, … → · 131 likes · 42,031 views |
| 2026-03-25 | @genZinvest0r I got like 3 $P4O comments every other post of mine, so finally ended up taking a look at the DD.
Strategically it's pretty valuable as a glass supplier to Bosch, Samsung, and likely downstream $LITE maybe $COHR etc. Financially, not as much since extremely low BOM. → · 22 likes · 9,083 views |
| 2026-03-25 | @AtlasShrug1 The supply chain map is just very interesting.
When a follower found likely $LITE OCS upstream suppliers on the glass wafer level alongside hundred billion dollar companies like $GLW.
Not recommending it and never said it was a good investment. → · 14 likes · 7,338 views |
| 2026-03-25 | So just checked out the comments...
$P4O does look like a potential upstream $LITE supplier at a $34M MC.
How it likely maps:
-> Plan Optik $P4O (Glass Wafers)
-> Teledyne $TDY or Silek (Mem Foundries)
-> $LITE (OCS Switches)
-> $GOOGL (TPUs)
However, $LITE likely dual sources with Corning ( … → · 314 likes · 213,905 views |
| 2026-03-25 | @QuantumDom It’s like $NVDA, there’s a whole ecosystem but sometimes the largest beneficiary is the direct GPU or Laser supplier like $SIVE or $LITE.
Instead of the $POET, $FN type companies.
There’s some high margin exceptions like Eoptolink → · 43 likes · 6,116 views |
| 2026-03-25 | 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...
-> CW Lasers: $SIVE | $MTSI
-> EML Lasers: $COHR | $LITE
-> or their foundries in $TSEM/Win Semi
Maybe it's time to wak… → · 729 likes · 279,979 views |
| 2026-03-24 | If you're new to $AAOI:
It looks scary entering positions near ATH at $109 after a 175% YTD increase.
However, this looks like the photonics equivalent of $SNDK.
And it so happens the center of the optical transceiver supercycle...
At a $8.2B valuation we can look at projections:
(est. Capaci… → · 935 likes · 144,700 views |
| 2026-03-24 | 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 $COHR.
With $AAOI / $TSEM / $MTSI / $SIVE / $IQE / $SOI and others following.
One is hype over applications from Spac… → · 891 likes · 122,897 views |
| 2026-02-24 | Year to Date: 412.72%
Lot of it is just picking the right sector, profiting off of Jane Street algos weekly, and a bit of luck.
In terms of bottleneck longs, these are currently my favorite:
1. Memory - Samsung, Sk Hynix, $SNDK, $MU, $SIMO
2. Photonics - $LITE, $COHR, $AAOI, $AXTI, (maybe Ya… → · 3849 likes · 1,001,737 views |
| 2026-02-24 | $AXTI is my favorite just because of their strategic value to the photonics supply chains.
Otherwise $LITE is runner up, and largely undervalued if you fast forward two years. But as of now it looks a little overextended.
Prob $COHR #3 and $AAOI #4 as another moonshot with hyperscaler qualificatio… → · 22 likes · 2,845 views |
| 2026-02-24 | Good question for photonics you can see major scale up 2028 onward. It’s 2026 now and things are just getting priced in anticipation ( $LITE profits aren’t exactly high, but they’re expected to balloon in a few years as Google TPU programs and others scale up).
For memory you see it hitting the bal… → · 20 likes · 2,041 views |
| 2026-02-22 | @ValarMorghuliz9 $LITE is very undervalued if you fast forward 2 years.
But as of now, it’s probably a tad overextended and markets have done a bit too much frontrunning imo. → · 28 likes · 2,814 views |
| 2026-02-22 | $AXTI is the perfect example of how you find alpha.
Over the past few weeks I’ve shown:
- 7n indium nonstandard on SMM reaching ATHs
- photonic supply chains from litecounting and other analyst projections skyrocketing
- trade conflicts with Japan and China affecting Sumitomo and upstream compe… → · 710 likes · 99,856 views |
| 2026-02-21 | @PhotonCap Thank you! Hope you’re doing well yourself i remember we had some shared interest like $LITE, $AEHR to photonic names that have performed really well recently → · 16 likes · 5,647 views |
| 2026-01-20 | @StockStormX Yeah $VPG is like the $LITE (Google TPU) for robotics/ $TSLA Optimus ramp up.
Not very well known since markets haven't focused on robotics supply chains yet → · 6 likes · 2,577 views |
| 2026-01-20 | These types of selloffs are both risk-management and stems from irrational fear, eg. $OSS down -6.1% $SKYT down -6.3%, so the TACO trade presents great opportunities.
Esp. when healthy companies like $LITE drop another 3.78% overnight after a 6% drop on friday.
I'm going dip hunting -> Trump de-… → · 10 likes · 4,143 views |
| 2026-01-20 | There's a lot of panic about a potential market crash from
$OSS -6.1% to $ONDS -4.85% dropping ON.
But now, Trump is already starting to de-escalate as markets go red.
From the history of Trump's tariffs
We know one thing.
Trump cares too much about the market:
$1.5T in proposed defense spen… → · 328 likes · 97,879 views |
| 2025-12-26 | Thanks, we might not see a InP substrate bottleneck yet, but we’ll likely see it when hyperscaler ASICs (TPU, Trainium, Maia, etc.) ramp up -> supply strains like memory mid-2026.
That doesn’t quite mean material providers should be valued like $LITE, but the fact that the entire future AI buildout… → · 72 likes · 303,773 views |
| 2025-12-26 | Disclosure: I have positions in $LITE, $AAOI, and $AXTI in the photonics sector.
From my own personal thought process, if I see the entire AI industry and players like $LITE and Innolight bottlenecked by some $600m company worth less than a new pre-revenue LLM startup, I’m long.
There is downside … → · 91 likes · 20,832 views |
| 2025-12-26 | Warning: The entire AI industry will likely be bottlenecked by two companies:
1. $AXTI ($700M)
2. $SMTOY ($31.7B)
Which both control 60–70%+ of the world's InP substrates.
Future $NVDA, $GOOGL TPU v7 pods, $META, $MSFT, $AMZN hyperscaler clusters require InP-based lasers and receivers.
$AVGO, $… → · 4032 likes · 6,552,541 views |
| 2025-12-24 | @jvthed210725 $LITE is personally my favorite since it’s central to every ASIC + gets much higher BOM share with OCS architectures like TPU.
$AAOI is levered Maia and Trainium ramp and we should get Maia 1M+ ramp 2026-2027 as per UBS note + other research firms, so it’s hidden opportunity → · 4 likes · 1,793 views |
| 2025-12-23 | Personal Research: $MSFT Maia 300 supply chain.
On a $MRVL report, UBS est. 1M+ Maia by 2027.
An est. of $18B+ is estimated to flow down to suppliers from Maia ASIC ramp.
Here's where it goes:
1. $MRVL - $8-12B revenue (~30-40% margin) as the prime beneficary. They design the digital plumbing… → · 139 likes · 40,795 views |
| 2025-12-23 | @bricked_trades $MRVL is a great long, I'll write a separate thesis on their role in maia 300.
This thesis was about $LITE though... So two different stocks. → · 9 likes · 2,106 views |
| 2025-12-23 | Uhh $AAOI is just a levered long in Trainium and Maia, since they’re not involved in TPU/Blackwell unlike $LITE from public info.
Maia was pushed backed to 2026, with ramp up in likely EOY into 2027.
Esp with rumors $AAOI co-developing by new architecture with Microsoft, they’ll likely scale up t… → · 9 likes · 3,097 views |
| 2025-12-23 | $AAOI is up 24% and $LITE is 5% since my thesis today.
From BOM analysis, LITE ($27B) is levered toward TPU Ironwood due to OCS but benefits from NVDA + all ASICs.
AAOI ($2.5B), is levered toward MSFT MAIA ramp and Amazon Trainium.
InP like HBM, will be a bottleneck for 2026 as they’re the founda… → · 339 likes · 1,195,248 views |
| 2025-12-22 | Not really! Markets are starting to realize $LITE's role in every single hyperscaler ASIC deployment + blackwell and when you look at BOM, it's a whopping amount, especially in TPU v7.
Lite is the photonics leader but many there's others like $AAOI, which are levered to MSFT Maia and AMZN Trainium… → · 20 likes · 3,748 views |
| 2025-12-22 | Yeah $LITE is incredible after seeing how it's in every single ASIC + $NVDA blackwell deployments.
Then once you do BOM analysis and model TPU/GPU deployments, it looks undervalued even at ATHs.
Then there's $AAOI, which is similar to LITE but levered toward AMZN | MSFT ASICs. It's one of the onl… → · 9 likes · 2,434 views |
| 2025-12-22 | Among $LITE, $COHR, Innolight, etc. I've found $LITE to be the most asymmetrical setup since it's central to ironwood (with OCS), blackwell, and other hyperscaler ASICs.
However, $AAOI is extreme alpha. Especially as a levered play on $AMZN Trainium, $MSFT Maia ASICs scale up + one of the only In… → · 37 likes · 5,717 views |
| 2025-12-22 | I only have $LITE and $AAOI lol. But how I'd frame it is $LITE and $COHR are basically duopolies in photonics.
With $LITE extra leveraged on Google TPU growth.
Then there's $AAOI, extreme alpha + leverage call on $MSFT + $AMZN hyperscaler ASICs.
No action yet, no major runup (even down 12% this… → · 10 likes · 2,815 views |
| 2025-12-22 | $LITE is in the goldilocks moment where every single GOOGL TPU + hyperscaler ASIC + NVDA blackwell depends on it.
Right now they're supply constrained from demand (similar to Micron).
From what I understand, photonics right now is a duopoly ( $COHR and Lite).
However, for OCS, which is what Goo… → · 20 likes · 4,955 views |
| 2025-12-22 | @manukafirth Another good one is $AXTI which is the materials supplier for $LITE / photonics. $500m mc → · 40 likes · 11,820 views |
| 2025-12-22 | "Late".
$LITE is a $26B MC in the center of every future $GOOGL TPU deployment, $NVDA/ $AMZN / other GPU/ASICs.
8-12% BOM share of every Google TPU v7. This is like saying $NVDA was "late" when price it was a $1T MC.
But if you want want another player, $AAOI.
$MSFT is using them for Maia ASI… → · 74 likes · 527,904 views |
| 2025-12-22 | The $LITE thesis: The hidden monopoly in the AI.
Lumentum is up 316% YTD, but might be 1000%+ by 2027.
Micron ($300B) or TSM ($1.5T) sit in the center of every TPU/GPU deployed.
But same with $LITE, but it's a $26B MC.
In Every, Single, TPU from Google, $LITE makes unbelievable amounts of pr… → · 571 likes · 780,036 views |
| 2025-12-21 | @itsthesquonky I’ll do some research today on it, thanks for the shout.
I’m already into quite a bit of micro caps like $AAOI which is leveraged $LITE imo just for the $MSFT Maia ramp.
There’s the conference Jan 6-8 I think which should be a catalyst if Microsoft reveals more news about it → · 3 likes · 1,309 views |
| 2025-12-21 | Thanks for the $LITE shoutout. I didn't realize how instrumental it was to $NVDA blackwell, $GOOGL TPUs, and $AMZN Trainium chips.
Insane how it's part the core of single GPU/TPU/ASIC from every hyperscaler (hence why it's high-conviction)
As for $CRDO, similar ground to $ALAB regarding hig… → · 7 likes · 3,758 views |
| 2025-12-20 | So I’d say $RKLB is definitely the most overvalued right now.
$LITE is edging toward the overbought territory but it definitely warrants a re-rating given how critical it is in TPUv7, Trainium, and Blackwell chips.
$NBIS and $CRCL are most undervalued out of the bunch, then goes $ALAB. → · 21 likes · 5,358 views |
| 2025-12-17 | Just In: Amazon's $10B OpenAI Funding and The AI Supply Chain Ripple Effect.
$AMZN is set to invest $10B+ in OpenAI at a $500B+ valuation
Why this is a MASSIVE structural shift for AI stocks:
1. De-Risking the AI DC trade: ( $ORCL, $CRWV, $APLD, $CORZ )
With the SPEED Bill mentioned earlier, th… → · 89 likes · 87,243 views |
| 2025-12-14 | Falling Knife or Dip Buy?
What a brutal Friday for stocks after $ORCL and $AVGO earnings.
Popular FinX names that dropped in just 1 day:
$FRMI | -34.1%
$SNDK | -15.89%
$SEI | -15.3%
$OKLO | -15.13%
$MOD | -14.67%
$ALAB | -14.31%
$FLNC | -13.96%
$LITE | -12.83%
$GLXY | -11.73%
$AAOI | -11.73%
$AV… → · 92 likes · 148,547 views |
| 2025-12-12 | Broadcom [ $AVGO ] earnings results and its effect on the AI sector like $LITE and $NBIS:
Broadcom's ER was "double beat" with $18.02B revenue (+28% Y/Y) and $1.95 EPS, beating consensus.
But AVGO dropped -11.64% and brought down the AI sector.
Is this a buying opportunity?
Yes.
Broadcom is se… → · 130 likes · 29,196 views |
| 2025-12-12 | @DigestingX I'm researching $AVGO earnings right now and ASIC demand spillover to photonics like $LITE!
I wanted to add to my $LITE position since that was my lowest right now, so might be a buying opportunity as you mentioned. → · 6 likes · 1,116 views |
| 2025-12-12 | Yeah I really, really like $LITE but it’s already priced in with a premium.
I only have relatively small positions in $AAOI though just because of execution risk in case a hyperscaler drops purchase orders + competition from Jabil.
That being said it’s priced as a small cap component manufacturer … → · 4 likes · 1,737 views |
| 2025-12-11 | I was actually looking into $AMZN Trainium benchmarks from a semianalysis post and at Amazon's supply chain. And some friends like @yianisz post about it earlier, so I decided to look deeper at it.
But it has ~$4B spend from $AMZN as a backstop as they ramp up Trainium/Inferentia clusters, spend … → · 5 likes · 3,010 views |
| 2025-12-11 | I entered $ALAB, $NBIS, $TSM, and $LITE because of Mag7 funneling revenue numbers into them.
Lite uniquely because of its role in GOOGL TPU v7, AMZN Trainium v3/4, and NVDA Blackwell.
But there's a new one I found out about.
A small cap <$3B player that fits the thesis:
Name - $AAOI
A small cap… → · 298 likes · 709,626 views |
| 2025-12-08 | @itsthesquonky Round the time I did supply chain research on TPU v7 for $LITE!
Incredibly promising but a tad overextended right now
https://t.co/QFojyOiXXP → · 6 likes · 1,035 views |
| 2025-12-08 | Stock position updates:
Sitting on high-conviction longs like $NBIS and writing options, relatively lax weekend.
Minor position adds updates from last week:
$LITE - $316.5 (+5.53%) -> ~$335.91
Lite benefits from $NVDA Blackwell + $GOOGL v7 TPU rampup
$AMKR - $37.6 (+18.4%) ~$44.5
Benefits fro… → · 88 likes · 41,970 views |
| 2025-12-05 | I've actually posted a breakdown + talked about each individual stock up there before if you follow what I normally post. This is just a consolidated list from history.
For example I posted a deeper dive on TPU v7 ironwood supply chain not too long ago ( $COHR, $AMKR, $LITE, $MPWR). And I post DD … → · 10 likes · 2,237 views |
| 2025-12-05 | As of current prices, December 5th:
The ideal AI portfolio for the LLM + TPU/GPU ramp would look like this:
· 25% $NBIS
· 15% $TSM
· 12.5% $LITE
· 10% $ALAB
· 10% $SMCI
· 10% $AMKR
· 5% Samsung Electronics
· 5% SK Hynix
· 5% $CRDO
· 5% $CLS
· 5% $COHR
· 5% $NVDA Calls
· 2.5% $AVGO Calls
· 2.5% $… → · 272 likes · 63,839 views |
| 2025-12-05 | @ABC12D2 $LITE for exposure to TPU v7 ironwood ramp up → · 3 likes · 1,317 views |
| 2025-10-25 | @itsthesquonky First time I’ve heard of $LITE, seems interesting I’ll take a look over the weekend → · 3 likes · 4,073 views |