With photonics, I was years ahead of most people. I had been following almost every photonics company in Europe long before the sector became fashionable. By the time the hype really started, most of the names people were suddenly discovering had already been on my watchlist for years. What got me interested in the space in the first place, despite coming from outside the field, is something I think is highly relevant to AI. I started digging into it more than three years ago, and surprisingly, I still barely see anyone talking about it on X. I’m keeping that part to myself for now, but I’m pretty sure the topic will have its moment. If anything, I’ve probably been too selective with photonic pitches. I only ever pitched a handful of these companies because I didn’t think most of them were good enough. Others seem to have had a lower bar. AMS Osram $AMS.SW was actually one of those names I initially put in the “not good enough” bucket in february. Later, I highlighted it specifically because of its microLED approach for data centers. I eventually deleted the post because I had forgotten the disclaimer. Probably a very old-school German trait of mine, be correct. The pitch should still be up on @yellowbrick. Disclaimer: No financial advice. I am not invested in AMS Osram right now