Niyomde retweetledi

Photonic stocks are leading the market
$LITE — Optical backbone of AI. Copper fails scaling. $400M backlog signals massive demand surge.
$AAOI — Pure-play transceivers. 1.6T exposure. $1B+ revenue target. Demand exceeds supply into 2027.
$ANET — AI networking king. Connects massive GPU clusters. Targeting $3.25B AI revenue by 2026.
$AXTI — Critical laser substrate supplier. Hidden chokepoint enabling optical scaling across AI infrastructure.

English
























