May. 12 at 4:54 PM
A breakdown of the optoelectronics value chain, covering high-potential companies and their stock codes:
Layer 2: Core photonic devices
•
$IPGP
•
$COHR
•
$LITE
•
$LASR
•
$SIVE
Which stock do you favor?
Layer 2 photonic devices are the "lifeblood" of AI scaling! 🚀 As 800G/1.6T demand surges, giants like
$COHR and
$LITE are seeing massive re-ratings. But can specialists like
$SIVE or
$LASR pull ahead in the Silicon Photonics race?
The optoelectronics pie is huge, but the technical moats are real. Are you betting on the established titans or the high-growth underdogs?
