Photonics investors Attention please : Taiwan CPO stocks are rebounding hard across the board—US investors, keep an eye out tomorrow for which photonics stock to load up on. $LITE $COHR $AAOI $AEHR $TSEM $AXTI

Photonics and optical names are ripping today as $VZ and $GLW new multibillion dollar fiber commitment reinforces that AI connectivity demand is spreading well beyond hyperscalers: • $AXTI +14% • $LITE +13% • $VIAV +12% • $AAOI +9% • $COHR +9% • $CIEN +9% • $AEHR +7% I think you’re going to keep seeing more deals like this as the AI buildout expands from inside the data center to between data centers bringing a much broader buyer base into fiber, transceivers, lasers, DSPs and silicon photonics.

Photonics and wireless technologies are central to how modern systems handle data. 📊 As demand increases across #AI#, #5G#, #SATCOM#, and sensing applications, performance and efficiency depend on how well these technologies work together. At Sivers Semiconductors, we're developing solutions across both areas to support #connectivity# and sensing for cloud and edge environments. Learn more:

My photonics fund is getting lit up today with its $1.4M $CIEN allocation. The stock is flying 10% today because $MRVL's investor day presentation attributed a guidance raise to connectivity (including from 1.6T DSPs) that indicates higher scale-across demand for $CIEN. The stock is up 34% since @AsymmetricBets_ said the September earnings reaction "went too far". 2600+ investors hold this name with me as a 7% weighting in my Photonics Is Next portfolio on @joinautopilot, with $19M AUM.