Jun. 16 at 1:01 AM
NVDA CEO, Jensen Huang has been saying for months where the true AI bottleneck is: We are still very early in this AI buildout phase: Generative AI →Agentic AI →Physical AI These photonics stocks still have long runway for growth:
Materials
$AXTI +561%
$GLW +107%
$ALMU +40%
Lasers
$LASR +81%
$LPTH +28%
Jensen Huang’s AI evolution framework (Generative → Agentic → Physical AI) highlights a structural shift: the real bottleneck is gradually moving from compute chips toward materials, optics, and high-speed interconnect infrastructure.
From this perspective, names like AXTI, GLW, and ALMU (materials), as well as LASR and LPTH (laser/photonics components), are essentially leverage plays on the expanding AI data wave and the ongoing buildout of large-scale data centers and electro-optical convergence.
However, the market is entering a more sensitive phase: many of these stocks have already delivered multi-bagger moves, meaning short-term performance is increasingly driven by narrative and sentiment rather than fundamental earnings realization.
The key question: will materials and photonics become the next AI leadership leg, or will capital rotate back to higher-certainty leaders like NVDA and AVGO?
