Jun. 15 at 3:12 PM
Here are some of the most prominent themes that our team is focusing on:
Laser/optics:
$VIAV
$AEVA
$VPG
$APH
$VECO
This Laser/Optics list targets the hidden, mission-critical infrastructure of the AI super-cycle, serving as high-torque hardware plays:
Connectivity giant
$APH is flexing extreme pricing power, with Wedbush noting a 5% price hike on select lines fueled by relentless AI infrastructure demand. Meanwhile, advanced semi-equipment player
$VECO is surging to fresh 52-week highs following blockbuster follow-on orders for its advanced NSA500 laser annealing platform from leading logic foundries.
$VIAV,
$AEVA, and
$VPG command deep moats across precision testing and edge-AI lidar. This necessary macro correction is dropping these premium tech compounders straight back into crucial technical support zones.
Are you banking on
$APH for its resilient pricing power, or chasing the explosive right-side fundamental momentum of
$VECO on this dip? Drop your favorite tickers below!
