Aug. 17 at 10:34 AM
$PALX $POET $LASR $MRVL
OUR FOUR PHOTONICS PICKS!
1# Palomino Laboratories -
$500MM MC - Co-Founder was awarded life time achievement award by Jensen of NVDA in April 2026 - They're using blue LED instead of copper inside of data centres - Think better, faster and cheaper…
2# POET -
$2B MC interconnect company did only
$500,000 in revenue in the most recent quarter again doesn't matter it's all about the technology stacks, IP and customer platform.
3# NLIGHT -
$4B MC - Military and commercial use of photonics including laser weapons.
4# MARVELL -
$200B MC - Major patent for photonics 1-0’s transducer patent holder takes light and turns those signals into data from 1/0’s ironically PALX (PALOMINO) just acquired Vega Links and their team was named patent co-inventors of the transducer that gave MRVL
$100B of value and the mgmt team sold their company to MRVL called INPHI for
$11B many years ago!
