TheTradeWire

Wow. $NOK has really taken off since I first started posting about it. Looks like I was right, we are getting $20+ very soon. I hope my followers listened 👇

🚨So far the $100 to $100k challenge off to a good start. P/L up 822% 👇👀

Me walking through costco with my wife yesterday Her: Wtf are you doing on your phone?? Me: Trying to figure out how the F our president was able to buy millions of $DELL stock and then go live on TV and tell people to buy a Dell computer 🤣

Photonics Is Where AI Infrastructure Meets Physical Limits Copper interconnects are reaching practical limits inside high-performance data centers, which is why optical connectivity is moving closer to the core of the AI stack. Photonics enables faster data transfer, lower power consumption, and longer-distance connectivity across GPUs, switches, racks, and data centers. $NVDA — Nvidia $NVDA sets the optical roadmap for AI factories. 200G-per-lane InfiniBand CPO switches are expected from 2026, while Spectrum-X Ethernet Photonics pushes optics closer to switching silicon. $AVGO — Broadcom $AVGO is the Ethernet silicon architect. Tomahawk 6 delivers 102.4 Tbps switching, while Taurus brings 400G/lane optical DSP for 1.6T links and a path toward 3.2T networks. $CSCO — Cisco $CSCO owns a full networking-plus-optics stack through Silicon One and Acacia. Recent AI infrastructure demand was roughly 60% systems and 40% optics, with 1.6T OSFP and 800G LPO now launched. $COHR — Coherent $COHR supplies lasers, 800G/1.6T transceivers, coherent modules, and OCS. Six-inch InP lines in Texas and Sweden can produce 4x more chips than older 3-inch wafers at lower cost. $LITE — Lumentum $LITE is a laser capacity gatekeeper. EML shipments hit records, OCS backlog moved above $400M, and ultra-high-power lasers are being built for CPO and optical scale-up systems. $AAOI — Applied Optoelectronics $AAOI is a vertically integrated optical module supplier. It exited 2025 near 90K monthly 800G capacity and targets 500K+ monthly 800G/1.6T units by end-2026. $CRDO — Credo $CRDO bridges copper and optics. ZeroFlap optics are already shipping to TensorWave, while Active LED Cables use MicroLEDs to extend reach up to 30 meters with lower power. $ALAB — Astera Labs $ALAB is moving from PCIe/CXL retimers into optical engines. XScale Photonics adds chip-to-chip optical IP, while Amazon’s warrant agreement includes optical engine solutions. $MRVL — Marvell $MRVL is the optical DSP engine. 1.6T entered production, 400G-per-lane tech has been demonstrated, and Celestial AI adds Photonic Fabric for future scale-up CPO networks. $MTSI — MACOM $MTSI sells the analog front-end inside optical links: TIAs, drivers, photodetectors, equalizers, and CW lasers. 200G photodetectors support 800G and 1.6T module ramps. $TSM — TSMC $TSM is the advanced manufacturing layer behind AI photonics. CoWoS, SOIC, and future CoPoS enable larger accelerators, HBM systems, and denser chip-to-optical packaging. $GFS — GlobalFoundries $GFS is a silicon photonics foundry. SiPh revenue passed $200M in 2025, Advanced Micro Foundry adds capacity, and a CLO platform win targets CPO for AI scale-up networks. $FN — Fabrinet $FN is the outsourced optical assembly floor. It builds DCI modules, datacom transceivers, CPO pilots, and OCS products while staying neutral with no competing in-house modules. $TSEM — Tower Semiconductor $TSEM is a SiPho and SiGe foundry play. Q4 SiPho reached a $380M annualized run rate, and management says Tower is the majority supplier of 1.6T silicon PICs. $POET — POET Technologies $POET integrates electronics and photonics on one interposer. POET Infinity secured a $5M+ production order, with management targeting 30K+ optical engines shipped in 2026. $AEHR — Aehr Test Systems $AEHR tests the reliability layer. FOX-XP systems burn in silicon photonics wafers before packaging, and effective backlog reached a record $50.9M after new photonics orders. $AXTI — AXT $AXTI supplies InP substrates for EML lasers and silicon-photonics transceivers. InP backlog is above $60M, capacity rose 25%, and management plans to double capacity by end-2026. $SOI.PA — Soitec $SOI.PA supplies Photonics-SOI wafers for silicon photonics. More than five customers are engaged, while Smart Cut supports 200mm/300mm wafers and LNOI beyond 1.6T. $IQE.L — IQE $IQE grows epitaxial layers for data-center lasers. Tier 1 AI data-center design wins and a first six-inch foundry platform position it upstream in InP, VCSEL, and silicon photonics. $GLW — Corning $GLW supplies the fiber, cable, and dense connectivity layer. A multi-year Meta deal worth up to $6B anchors AI data-center fiber demand and U.S.-origin optical capacity.

For what it’s worth, this AI hyper cycle is mostly speculative so I can’t help you there. AI could end up being a bust in 10 years 🤷‍♂️ But for Nokia specifically, AI inference at scale requires exponentially more fiber, optics, low-latency transport, and edge networking. Global AI infrastructure spend is projected to hit trillions this decade, while the AI-RAN market alone could become a $100B+ opportunity by 2030. Nokia also already operates as a core telecom RAN infrastructure provider across carriers globally, so they’re not trying to “break into” the market which greatly increases their chances of success. Additionally, if AI workloads continue moving toward the edge and telecom networks become AI-native, Nokia is positioned to capture meaningful share across optical networking, fiber, cloud RAN, and AI-RAN infrastructure. Their last earnings already showed 49% YoY growth in AI infrastructure-related revenue. The market will absolutely be watching closely when they report again in July to see if that growth trend is confirmed. They’re also actively partnering with NVIDIA to develop next-generation AI-RAN technology, with T-Mobile expected to begin testing in Q4 this year. Like I said, that can be a $100B market in just a few years alone, with Nokia positioned to capture a good share of that annually. A lot of catalysts to watch over the next 12+ months.

Still trying to wrap my head around $NOK. Everything I’m seeing is speculative.

It feels good. Love to see people succeed like this! Congrats on the milestone 👏

$CSCO SMASHED

@optionscjp 👀

If you’re in $NOK Nokia Please know that $CSCO has earnings after the bell today and can affect $NOK I’m leaning bullish as the infrastructure buildout is just too crazy. But be aware if they say anything bearish, it’ll hit Nokia too.

$1.5M $NOK 27 Strike Calls?!?! 👀

@Ze1ooooo I was lucky enough to buy in cash back in February and sidestep these awful rates. Though honestly, in hindsight, I would’ve been better off if I’d just thrown the cash into the AI hypergrowth cycle instead of another house 🥲

@TheTradeWire Is it

Buying and owning a home is easy in the United States of America.

Hope you listened. If you did you’re up big today on $NOK

People are getting $NOK completely wrong when assuming no growth. AI business up 49% YoY. Legacy is flat but they're reorganizing the ENTIRE company around the high growth AI segment. Every time AT&T, Verizon, and T-Mobile pour billions into network upgrades — those dollars flow directly to Nokia. They are the backbone infrastructure for all of it. That's separate from the optics business that's already on fire. And then there's AI-RAN — the GPU-in-cell-tower business they're building in partnership with $NVDA. The one Jensen invested $1B into and said he wishes he put in $2B. That one hasn't even left the runway yet. 13Fs drop this week. Wouldn't be surprised if Jensen added more.

That was fast. Guess $NOK wanted to go above $14 today 😂

$NOK - $600K Call buyer

Great movement on $NOK today. I think it’ll inch up rest of the week as long as no negative catalysts come up before Friday. Over $14 before Friday most likely

Love to see it. Keep going.

This is what it’s all about. Love it when people make life changing money. Congrats anon 👏

@blondesnmoney Korean retail traders looked at a semiconductor cycle, geopolitical tension, uranium mania, AI capex, and defense spending and said: “why diversify when we can just full-port the apocalypse?”