C-TIER news
Photonics stocks — optical interconnects pitched as an AI infrastructure play
100k ft — What is this?
Photonics stocks — optical interconnects pitched as an AI infrastructure play
50k ft — Why care?
A finfluencer pitch: copper links between AI chips overheat and bottleneck, so data-center links move to optics. It names Lumentum (LITE) and Coherent (COHR), says Nvidia put $2B into each, and lists FN, MRVL and POET as watchlist picks, gated behind a comment-for-DM and trade-alert upsell. Treat it as promo, not research.
10k ft — Key takeaways
• Not financial advice and openly promotional
• The real thesis is copper-to-optics in data-center links
• Verify the Nvidia investment and supply-gap claims before acting
5k ft — Tools & techniques
(no tools tagged)
silicon photonics
1k ft — Deep-dive / try it
photonics. that’s the tweet.
this isn’t financial advice, just personally what I’m watching. Always do your own research!
AI chips are insanely fast but the copper wires connecting them? they’re LITERALLY cooked bc they overheat, they bottleneck, they can’t scale. the fix is with photonics.
nvidia is already building around it. AND there’s a 70% supply gap on the raw materials needed. orders are booked through the year. and the entire industry says every data centre link goes optical within 5 years.
literally a picks-and-shovels play, not hype 🙂↕️
some im watching other than LITE and COHR are:
- FN
- MRVL
- POET
🩶 comment “LIGHT” and I’ll dm you a breakdown of each of these photonics stocks!
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#stockpicks #marketnews #stockmarket #investingforwomen #genzfinance fintok - women who…
Transcript excerpt
There's a massive shift topping in tech right now that most people aren't paying attention to and by the time they do These stocks would have already run. We're in the light revolution right now AI chips are incredibly fast But the copper wires connecting them keep up. They overheat. They're slow and they waste energy Conics fixes that by using light instead of electricity to move data think fiber optics but inside the chip itself And did it just put four billion dollars behind this two billion to coherent and two billion to lumen And both have more than double this year and I know you're thinking it's already all time highs I missed it But the AI data center build out is a multi-year $3 billion upgrade cycle most of AI infrastructure is still running on copper if the tonics is just getting started Remember, this isn't just a great. It's a theme that I'm investing in over the next several years I'm a stocks if you want to see my entire portfolio and get my trade alerts