Apr. 12 at 3:09 PM
Photonics: The Easy Trade Is Over
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$LITE,
$AAOI, COHR—those stocks have priced in the obvious bottlenecks (lasers, transceivers).
Great businesses, but the market’s crowded and expectations are stretched.
Now, I’m digging deeper...
Take
$MTSI and MRVL—quietly capturing a piece of EVERY bandwidth upgrade without the same hype.
And here's the twist: AEHR is the picks-and-shovels play most are still sleeping on. If SiPh ramps, testing demand will explode.
While everyone’s chasing chips, no one’s talking about TSEM, where photonics actually gets built.
$POET, ALMU—potential for high upside, but still early. Execution risk is real, and the market won’t wait forever.
$CIEN, FN, GLW—boring but solid plays. They win if photonics scales, no flashy story needed.
And if CPO hits? The real upside could still be under the radar...
The herd is chasing what worked. I’m looking one layer deeper.
