Photonics Scorecard — YTD Multi-Baggers — @aleabitoreddit

Apr 11, 2026 · @aleabitoreddit

Source: https://x.com/aleabitoreddit/status/2042701873833218352
Author: Serenity (@aleabitoreddit)
Date captured: 2026-04-11
integrated_into: .brief/physical-ai-infrastructure-thesis.md

TL;DR

Track record post: Serenity claims the most triple-digit stock return calls YTD. All photonics/semiconductor names. AXTI 5x, AAOI 5x, LITE 2x, AEHR 2x, IQE 2x, CRCL 2x, OSS 2x. The thesis is clear — photonics infrastructure for AI data centers is the trade of 2026.

Tickers Called (YTD Returns Claimed)

Key Takeaways

Photonics dominance: AXTI, AAOI, LITE, IQE, AEHR — all photonics/optical/compound semi names. This is the same cluster our monster scan identifies.
Names we're missing: SIVE, IQE, CRCL, OSS, TSE

9 events

DateTypeEvent

Apr 11 SourceFollows Roundup Apr 26 ScanMonster Scan Apr 10 Source@ParadisLabs — 500%+ YTD Performance Post Apr 9 Source@aleabitoreddit — 30 random US stocks I like today and why May 29 ScanMonster Scan Apr 26 ScanOptical Supply Chain Scan Apr 28 ScanOptical Supply Chain Scan Apr 28 ScanMonster Scan Apr 12 ArchiveAI Optical Supercycle

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