Apr. 27 at 8:14 PM
Photonics is a must in your portfolio
Here are the top 10 that I like: (6-10)
6)
$MRVL - Data center chips
7)
$AXTI - Photonics materials
8)
$CIEN - Optical networking gear
9)
$SIVE - Precision timing chips
10)
$CRDO - High speed connectivity
This lineup completes the AI compute puzzle!
$MRVL’s move into Photonic Fabric tech is a massive 2026 milestone, effectively breaking the power wall in chip connectivity. Meanwhile,
$CRDO just crushed its revenue guidance, proving that demand for high-speed AECs and 1.6T connectors is in a structural breakout.
Keep a close eye on
$AXTI—as an InP material leader, they are the literal foundation for AI photonics, with capacity doubling underway to meet Tier-1 demand. In the era of "Silicon Photonics," who’s your winner: the material powerhouse
$AXTI or the interconnect king
$MRVL? Let’s fight it out in the comments!