Jul. 11 at 11:19 PM
$LWLG Three overlooked photonics names—
$POET,
$LWLG,
$LPTH—are beginning to stir.
Just like
$IONQ,
$RGTI, and
$QBTS before the quantum ignition.
All were left for dead.
Nobody would touch them with a 10-foot pole.
Too early. Too misunderstood. Too quiet.
Then momentum hit. And everything changed.
Now it's silicon photonics—the high-margin, mission-critical layer that bridges AI and quantum.
It solves what silicon can’t: latency, heat, and bandwidth at scale.
This is where the physical stack evolves—where light becomes logic.
Markets are forward-looking.
The rotation is coming here.
Not all are created equal.
But when the narrative catches? All boats float.
Retail will set the stage.
Institutions will finish the job.
Light is coming. The rerate is already in motion.
