Apr. 27 at 7:19 PM
Photonics quietly becoming the next choke point in the AI trade — and price action is starting to reflect it.
We’ve already seen GPUs → then networking → now the pressure is shifting deeper into the stack: data movement at scale.
Watch how the ecosystem lines up:
$MTSI (analog data flow)
GLW (fiber backbone)
CIEN (network transport)
$COHR / LITE (lasers + optical components)
FN /
$AAOI (optical hardware + modules)
MRVL /
$AVGO (AI + networking silicon backbone)
$CRDO / ALAB (high-speed interconnects)
AEHR (test infra for next-gen semis)
Same pattern as early NVDA days — bottleneck forms, capacity gets tight, margins expand, multiples follow.
This isn’t hype… it’s infrastructure.
If AI demand keeps scaling, photonics isn’t optional — it’s required.
Rotation already starting under the surface
Curious about the full approach?👉 Check the @MeanReverter_
