Jun. 6 at 5:01 PM
UPDATED FIB LEVELS FOR POPULAR STOCKS
Photonics
•
$AAOI $164
•
$LITE $698
•
$COHR $283
•
$AEHR $76
Everyone knows that as next-gen GPU clusters scale to the absolute limit, physical data transmission speeds have become the primary constraint in the entire tech supply chain. Look at these coordinates: high-beta optical transceiver play AAOI anchoring near the
$164 structural shelf, optoelectronic giant LITE holding the
$698 defensive node, laser and materials monopoly COHR battling at the
$283 cluster, and SiC wafer-test pioneer AEHR tracking the
$76 accumulation band. These parameters map perfectly to where quantitative algorithms look to absorb volatility, wipe out retail froth, and re-lock liquidity.
The tactical debate: Amid this aggressive hardware shakeout, which photonics setup offers the supreme asymmetric alpha? Snagging the structural moat of COHR near
$283, or catching the high-velocity momentum floor of AAOI at
$164?
