Ricky Ahuja
105 posts

Ricky Ahuja
@TheRickyAhuja
Entrepreneur. Performance marketing pioneer. Lifelong learner. Husband of 30+ years, proud dad. Building brands, sharing lessons, chasing mastery every day.




$GME's price action seems to fit Gann levels way more than fib levels, with each of these wicks basically hitting fractions almost to the penny.

Tariff / reindustrialization layer: $NUE $STRL $EME These aren’t sexy. They’re the ones actually building it.















In 2 years, POET grew 18000% from $1 to $16 so far. When POET was trading at $4, I said, "This is the NEXT AMD" in AI. No one listened. Here's my favorite 14 photonics AI stocks to focus on: 1. AEHR | Aehr Test Systems (~$96) Tests photonic burn-in every hyperscaler order runs through them. Buy zone: $60–$70 2. AAOI | Applied Optoelectronics (~$163) 800G/1.6T transceiver wins with MSFT backlog accelerating fast. Buy zone: $80–$90 3. LITE | Lumentum Holdings (~$881) $2B NVIDIA deal. OCS backlog sold out through 2027. Buy zone: $550–$600 4. CIEN | Ciena (~$520) WaveLogic 6 DSP dominates. 45% backlog surge signals runway ahead. Buy zone: $300–$300 5. MRVL | Marvell Technology (~$163) Custom AI ASICs + optical DSP NVIDIA $2B partnership confirmed. Buy zone: $100–$120 6. GLW | Corning (~$175) Fiber monopoly. $6B Meta deal funds AI data center buildout. Buy zone: $120–$130 7. COHR | Coherent Corp (~$340) Deepest optical platform. Book-to-bill above 4x — capacity constrained. Buy zone: $220–$230 8. MTSI | MACOM Technology (~$288) LPO tech cuts DSP cost. 3.2T roadmap positioned for next cycle. Buy zone: $220–$230 9. FN | Fabrinet (~$720) Manufactures for everyone optical foundry with zero customer drama. Buy zone: $480–$500 10. CRDO | Credo Technology (~$195) 201% YoY revenue growth. DustPhotonics deal adds silicon photonics IP. Buy zone: $90–$100 11. VIAV | Viavi Solutions (~$45) Hidden alpha. Test infrastructure every optical vendor relies on. Buy zone: $25–$30 12. AXTI | AXT Inc (~$76) InP wafer chokepoint. $60M backlog. Doubling capacity by end-2026. Buy zone: $40–$45 13. LWLG | Lightwave Logic (~$15) EO polymer tech could replace lithium niobate. 4 Fortune 500 design-wins. Buy zone: $7–$8 14. POET | POET Technologies (~$16) Optical interposer on a single chip. Marvell order = first real commercial signal. Buy zone: $6–$8 Remember, LWLG and POET are early-stage plays on a real AI bottleneck: moving data faster and more efficiently inside data centers. LWLG is developing polymer-based optical tech that could outperform current materials with lower power and higher speed. POET is building integrated optical chips that simplify and reduce the cost of high-speed data transmission. These stocks can both hit $100+ in less then 2 years but it will require strong adoption, major partnerships, and a continued AI-driven market rally. ♻️ RESHARE this post and reply with 1 comment for my trading strategy for FOMC on April 29.
















