Everyone thinks the photonics

Everyone thinks the photonics run is over. I disagree. AI cluster buildout is just getting started. Every GPU farm needs insane amounts of data moving at light speed. Optical demand isn't growing linearly; it's exploding.

$Applied Optoelectronics(AAOI)$

Owns a critical part of the supply chain with in-house lasers. Their 2026 revenue guidance is $1.1B. Hyperscalers are lining up.

$Credo Technology Group Holding Ltd(CRDO)$

Revenue has tripled, with 68% gross margins. The optical segment alone is projected to be over $600M next year. Analysts are raising their targets.

$Lumentum(LITE)$

A blue-chip photonics player with decades of expertise. Probably the safest way to get exposure to this buildout cycle.

$COHERENT(COHR)$

Diversified across datacom, telecom, and industrial markets. Has direct leverage to the 800G/1.6T upgrade ramp.

The market thinks the easy money is gone. But the plumbing for AI is just being laid. Don't miss it.

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AI cluster buildout is just getting started. Every GPU farm needs insane amounts of data moving at light speed. Optical demand isn't growing linearly; it's exploding.\n<a href=\"https://ttm.financial/S/AAOI\">$Applied Optoelectronics(AAOI)$&nbsp;</a>\nOwns a critical part of the supply chain with in-house lasers. Their 2026 revenue guidance is $1.1B. Hyperscalers are lining up.\n<a href=\"https://ttm.financial/S/CRDO\">$Credo Technology Group Holding Ltd(CRDO)$&nbsp;</a>\nRevenue has tripled, with 68% gross margins. The optical segment alone is projected to be over $600M next year. Analysts are raising their targets.\n<a href=\"https://ttm.financial/S/LITE\">$Lumentum(LITE)$&nbsp;</a>\nA blue-chip photonics player with decades of expertise. Probably the safest way to get exposure to this buildout cycle.\n<a href=\"https://ttm.financial/S/COHR\">$COHERENT(COHR)$&nbsp;</a>\nDiversified across datacom, telecom, and industrial markets. Has direct leverage to the 800G/1.6T upgrade ramp.\nThe market thinks the easy money is gone. But the plumbing for AI is just being laid. Don't miss it.\n<img src=\"https://community-static.tradeup.com/news/57f86710da824740bc2d968f1c4389fe\" tg-width=\"1600\" tg-height=\"1000\"></body></html>","htmlText":"<html><head></head><body>Everyone thinks the photonics run is over. I disagree. AI cluster buildout is just getting started. Every GPU farm needs insane amounts of data moving at light speed. Optical demand isn't growing linearly; it's exploding.\n<a href=\"https://ttm.financial/S/AAOI\">$Applied Optoelectronics(AAOI)$&nbsp;</a>\nOwns a critical part of the supply chain with in-house lasers. Their 2026 revenue guidance is $1.1B. Hyperscalers are lining up.\n<a href=\"https://ttm.financial/S/CRDO\">$Credo Technology Group Holding Ltd(CRDO)$&nbsp;</a>\nRevenue has tripled, with 68% gross margins. The optical segment alone is projected to be over $600M next year. Analysts are raising their targets.\n<a href=\"https://ttm.financial/S/LITE\">$Lumentum(LITE)$&nbsp;</a>\nA blue-chip photonics player with decades of expertise. Probably the safest way to get exposure to this buildout cycle.\n<a href=\"https://ttm.financial/S/COHR\">$COHERENT(COHR)$&nbsp;</a>\nDiversified across datacom, telecom, and industrial markets. Has direct leverage to the 800G/1.6T upgrade ramp.\nThe market thinks the easy money is gone. But the plumbing for AI is just being laid. Don't miss it.\n<img src=\"https://community-static.tradeup.com/news/57f86710da824740bc2d968f1c4389fe\" tg-width=\"1600\" tg-height=\"1000\"></body></html>","text":"Everyone thinks the photonics run is over. I disagree. AI cluster buildout is just getting started. Every GPU farm needs insane amounts of data moving at light speed. Optical demand isn't growing linearly; it's exploding. $Applied Optoelectronics(AAOI)$ Owns a critical part of the supply chain with in-house lasers. Their 2026 revenue guidance is $1.1B. Hyperscalers are lining up. $Credo Technology Group Holding Ltd(CRDO)$ Revenue has tripled, with 68% gross margins. The optical segment alone is projected to be over $600M next year. Analysts are raising their targets. $Lumentum(LITE)$ A blue-chip photonics player with decades of expertise. Probably the safest way to get exposure to this buildout cycle. $COHERENT(COHR)$ Diversified across datacom, telecom, and industrial markets. Has direct leverage to the 800G/1.6T upgrade ramp. The market thinks the easy money is gone. But the plumbing for AI is just being laid. 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