


Frenchie
10.8K posts

@Frenchie_
Managing chaos & leveraging entropy | Daytrader | Fondamental Maths 🇫🇷






Full list of photonics stocks by sector with strong growth potential for 2026 and beyond - Photonic Materials and Substrates 1. $GLW 2. $LWLG 3. $AXTI 4. $ALMU Packaging and Assembly 1. $FN 2. $AMKR 3. $TSM 4. $GFS Lasers and Light Sources 1. $LITE 2. $COHR 3. $IPGP 4. $LPTH 5. $LASR 6. $LASE Optical Components and Transceivers 1. $AAOI 2. $OPTX Photonic Integrated Circuits 1. $MTSI 2. $POET 3. $AVGO 4. $MRVL 5. $CRDO Test, Sensing, Broader Photonics 1. $CIEN 2. $CSCO 3. $MKSI 4. $VIAV 5. $AEHR Bookmark this post for your research! Also check out earnings growths below-








Vous pourrez pas dire que je vous avais pas parlé de $pltr. Vous êtes maintenant à 138% de benef sur 2 mois après avoir acheté à 10$


Je vous présente @ParadisLabs la star montante du trading Manager de hedge fund depuis 10 ans, spécialiste des thématiques de niches comme l'IA. Paradis a un track record de furieux, il a réussi à identifier très tôt : > $PLTR et les stock IA > La mémoire avec $SNDK, $MU, $SKHYNIX > Photonique : ( $AAOI , $COHR, $AXTI, $LITE) S'il existe un homme capable de trouver le prochain goulot d'étranglement de l'IA c'est bien lui. J'ai eu le plaisir d'échanger avec lui, je vous met ici la conversation qui en a découlé



YTD returns crossed over 500% today. Despite significant macro sell off due to Iran war. And with no margin. Pretty sure I'm outperforming people that charge $5k+ per year for research and technical signals? Some of the big YTD drivers: > AI supply chain bottlenecks make up the bulk e.g. $LITE, $COHR, $AAOI, $AXTI, $TSEM, $IQE, $SOI, $AEHR > $SNDK and Samsung; with rocketing memory prices/supply constraints > Other random momentum trades like $SATL, $SIDU; front running the SpaceX IPO I plan on sharing more of my thought process going forwards like I have this week with some Taiwanese/Space stocks. Still very new to X, but I'm getting more accustomed to sharing my thoughts. Please bear with me! Let me know if you have any questions though, always happy to answer as many as I can. I'm enjoying interacting with you all :) (And no, I do not have any paid discords or signal services, those are all scams. All my ideas and thoughts will be posted right here on @X)


Uh oh





