Optical Supply Chain Scan

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Optical Supply Chain Scan

Scan symbols 23
ALABAXTICIENCLSCOHRFNFORMGLWIQEJBLLITELPTHLWLGMACOMNGKIFONTOPLABSIVESMTCSNDKSOI.PATSEMVIAV
Watchlists 1
@optical-supply-chain
raw scan snapshot — prices as of scan date, not live 37 rows · screens, not recommendations ported fromresearch/classic/scans/_archive/2026-04-28-optical-supply-chain.mdscan slugoptical-supply-chainsource typescan-archive

The AI optical supercycle is still parabolic — TSEM and LWLG are HOT (intake from Discord conviction-doc), TSEM RSI 71 and +51% 30D / +70% 3M; SNDK at 52wk high RSI 74 (+2944% 1y). Across the cohort: nearly every name strong-up with golden cross, multiple +100% 1y returns. The picks-and-shovels trade is delivering.

Quick Snapshot

Signal Reading
Overall 🟢 Parabolic — 16 of 19 reporting names in strong-up with golden crosses
Leaders TSEM (RSI 71, +51% 30D, HOT in Discord intake), LWLG (+75% 30D, +227% 3M), AXTI (+319% 3M, +4843% 1y!), SNDK ($952, +145% 3M, +2944% 1y), JBL (+34% 30D RSI 68), VIAV (+31% 30D RSI 66.4), CIEN (+30% 30D), COHR (+38% 30D)
Laggards LITE (-1.2% 7D — only soft spot, but still strong-up; SOI.PA (+28% 7D paradoxically) only laggard by 30D timing; FORM and LPTH both -4 to -5% 7D pullbacks within strong-up trend
Key insight TSEM HOT signal confirmed — RSI 71, near 52wk high (-1.19%), +114% above SMA200. The semiconductor foundry play is in late-cycle blow-off. SNDK at parabolic +231% above SMA200 — the storage/optical adjacency reading. LWLG (small-cap polymer optics) +1184% 1y means market believes the next-gen interconnect thesis.

Price Table

Stock Price RSI vs SMA20 7D% 30D% 3M% 52wkHi Trend Signal
LITE $791.37 48.4 -6.3% -1.22% +20.86% +107.47% -17.57% strong-up 🔒 Hold
COHR $303.97 51.5 +0.2% -8.60% +38.39% +40.82% -16.67% strong-up 🔒 Hold
CIEN $473.69 53.7 -0.9% +0.83% +29.78% +86.84% -10.26% strong-up 🔒 Hold
ALAB $183.31 61.3 +15.3% +2.00% +82.82% +14.24% -30.27% up 🔒 Hold
SMTC $91.83 61.3 +14.6% +1.85% +3.18% +23.79% -4.80% strong-up 🔒 Hold
TSEM 🔥 $209.47 71.3 ↑ +17.8% +6.65% +51.27% +70.02% -1.19% strong-up 🔥 Catalyst
LWLG 🔥 $11.56 55.4 +6.0% -7.78% +75.42% +226.55% -24.40% strong-up 🔥 Catalyst
VIAV $41.48 66.4 +15.9% +16.15% +31.27% +133.03% -4.95% strong-up 🔒 Hold
GLW $153.05 47.1 -5.5% +0.74% +19.06% +48.87% -14.54% strong-up 🔒 Hold
FN $637.74 50.9 -0.8% -5.40% +29.65% +28.51% -13.21% strong-up 🔒 Hold
CLS $361.54 52.6 +1.0% +5.63% +40.53% +20.51% -14.58% strong-up 🔒 Hold
JBL $330.83 68.0 +8.0% +1.21% +33.68% +35.68% -4.45% strong-up 🔒 Hold
PLAB $45.86 67.4 +11.5% +5.47% +32.93% +32.81% -1.36% strong-up 🔒 Hold
ONTO $282.39 60.7 +8.4% +0.61% +49.20% +32.50% -10.64% strong-up 🔒 Hold
FORM $134.18 58.0 +5.7% -4.00% +46.79% +82.98% -15.66% strong-up 🔒 Hold
AXTI $68.71 53.0 +4.4% -6.97% +30.31% +319.47% -23.74% strong-up 🔒 Hold
LPTH $12.70 48.1 -3.3% -5.54% +36.41% +10.53% -23.17% strong-up 🔒 Hold
SOI.PA $63.74 68.6 +15.7% +28.33% — — -2.36% strong-up 🔒 Hold
SNDK $952.50 74.2 ↑ +32.0% +17.78% +35.37% +145.61% -0.10% strong-up ⚠️ Overbought
NGKIF $29.45 70.4 ↑ +6.5% +8.25% +22.71% +20.20% 0.00% strong-up ⚠️ Overbought
ALRIB.PA $13.44 66.9 +33.2% +2.27% — — -34.59% strong-up 🔒 Hold

Tier Analysis

Tier 0 — Discord HOT (Today's intake from conviction-doc)

  • TSEM 🔥 ($209.47, RSI 71.3, +51% 30D, +70% 3M) — Israeli analog/RF foundry. Near 52wk high (-1.19%). Discord intake flagged. Trend confirmed parabolic. In late-stage strong-up — momentum holders ride; new entries wait for pullback.
  • LWLG 🔥 ($11.56, +75% 30D, +227% 3M, +1184% 1y) — Lightwave Logic, polymer-based electro-optic modulators. Speculative micro-cap but momentum is real. RSI 55 (not yet overbought). Discord intake confirmed.

Tier 1 — Parabolic Monsters (Hold winners)

  • AXTI ($68.71, +319% 3M, +4843% 1y!) — compound semiconductor wafers. The biggest 1y alpha in the cohort.
  • SNDK ($952.50, +146% 3M, +2944% 1y, RSI 74.2, at 52wk high) — storage NAND memory, AI inference angle. Parabolic. Overbought.
  • VIAV ($41.48, +133% 3M, +320% 1y) — optical test/measurement.
  • LITE ($791.37, +107% 3M, +1159% 1y) — Lumentum, AI optical leader.
  • CIEN ($473.69, +87% 3M, +550% 1y) — networking gear.
  • FORM ($134.18, +83% 3M) — FormFactor, semiconductor probe cards.
  • ALAB ($183.31, +83% 30D) — Astera Labs, PCIe/CXL silicon.

Tier 2 — Strong-Up With Momentum

  • COHR ($303.97, +38% 30D, +41% 3M) — Coherent, optical components.
  • JBL ($330.83, +34% 30D, RSI 68) — Jabil, contract manufacturer.
  • CLS ($361.54, +41% 30D, +3229% 3y!) — Celestica, AI server contract manufacturing. Quietly parabolic.
  • ONTO ($282.39, +49% 30D) — Onto Innovation, semiconductor metrology.
  • FN ($637.74, +30% 30D) — Fabrinet, optical contract manufacturer.
  • PLAB ($45.86, RSI 67, +33% 30D) — Photronics, photomasks.
  • GLW ($153.05, +19% 30D, +48.9% 3M) — Corning, fiber and glass.

Tier 3 — Strong-Up Steady

  • SMTC ($91.83, +24% 3M) — Semtech.
  • LPTH ($12.70, +36% 30D) — LightPath Technologies, infrared optics.

Tier 4 — Foreign-Listed / Lower-Liquidity (Watch)

  • SOI.PA ($63.74, +28% 7D) — Soitec (France), SOI wafers.
  • ALRIB.PA ($13.44, +33% above SMA20) — Lumibird (France), laser tech.
  • NGKIF ($29.45, RSI 70.4, at 52wk high) — NGK Insulators (Japan ADR).

Tier 5 — Missing Data

  • SIVE — null prices, may be delisted/moved.
  • MACOM — null prices, ticker MTSI may be the live one.
  • IQE — null prices, -87% 1y; possibly delisted.

Entry Zones

Stock Price Zone RSI 30D% Setup
LITE $791.37 $750-800 48.4 +20.86% Pulling back -6.3% from SMA20 within strong-up; best entry of cohort, RSI cooling
GLW $153.05 $145-155 47.1 +19.06% -5.5% from SMA20, RSI cooling, dividend payer
COHR $303.97 $295-310 51.5 +38.39% At SMA20 — wait for cleaner pullback
FN $637.74 $600-640 50.9 +29.65% Holding flat, building base
TSEM $209.47 wait for pullback 71.3 ↑ +51.27% HOT but RSI 71 — wait for $190 retest. Don't chase blow-off top.
LWLG $11.56 $9-11 55.4 +75.42% HOT speculative — needs cooling, position-size for volatility

Action Matrix

Action Stocks Why
🔥 HOT WATCH TSEM, LWLG Discord conviction-doc surfaced; momentum confirmed in data; wait for pullback to enter
🔒 HOLD LITE, COHR, CIEN, ALAB, SMTC, VIAV, GLW, FN, CLS, JBL, PLAB, ONTO, FORM, AXTI, LPTH All strong-up with golden crosses; thesis working
📈 ACCUMULATE LITE, GLW, FN Best risk/reward — strong-up but not at extremes
⚠️ OVERBOUGHT SNDK (RSI 74), TSEM (RSI 71), NGKIF (RSI 70) Don't chase — wait for cooling
🔍 WATCH SOI.PA, ALRIB.PA Foreign listings, lower liquidity, but momentum is real
❌ DATA GAPS SIVE, MACOM, IQE Investigate — likely delisted/renamed

What Changed (vs prior optical scans)

  • TSEM is the new HOT name — surfaced in today's Discord conviction-doc intake. Data confirms: RSI 71, +51% 30D, +70% 3M, near 52wk high. The thesis is the analog/RF foundry capacity squeeze.
  • LWLG also flagged — micro-cap polymer optics, +75% 30D, +227% 3M, +1184% 1y. High volatility, real momentum.
  • AXTI is a moonshot — +319% 3M, +4843% 1y. Compound semis (GaAs, InP) for optical and RF. The 1y alpha is the biggest in any of our scans.
  • SNDK joined the parabolic monsters — at 52wk high, +2944% 1y. Storage/NAND tied to AI inference compute.
  • VIAV showing strong move — +16.15% 7D, +31% 30D. Optical test gear demand picking up.
  • CIEN, COHR, FN, JBL all running together — the entire optical supply chain is bid simultaneously. This is supercycle behavior, not stock-picking.
  • LITE softening slightly — only -1.22% 7D and -6.3% from SMA20, but the leader is at least no longer leading every day. Watch for rotation within cohort.
  • No name in the cohort is strong-down — every reporting ticker is in strong-up or up. This is a one-direction trade right now.
10 events
DateTypeEvent
Apr 26 ScanOptical Supply Chain Scan Apr 26 ScanMonster Scan May 29 ScanOptical Supply Chain Scan Apr 13 ScanOptical Supply Chain Apr 28 ScanMonster Scan Jun 16 ScanOptical Supply Chain Scan Jun 20 ScanOptical Supply Chain Scan Jun 25 ScanOptical Supply Chain Scan Jun 26 ScanOptical Supply Chain Scan Jul 7 ScanOptical Supply Chain Scan

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