A tracked photonics-supply-chain analyst who has followed this complex through the pre-hype, peak-hype, and now sentiment-washout phases argues the underlying physical buildout across Lumentum, Corning, Coherent, Applied Optoelectronics, and Sivers Semiconductors (tagged $SIVE, tracked as SIVEF) hasn't stopped even as the stocks have sold off hard. Worth weighing against this week's complex-wide flush as a source-quality contrarian counterweight, not a standalone thesis change.
The Physical Buildout Is Far From Over $LITE $GLW $COHR $AAOI $SIVE etc. I have been covering the Photonics sector for about 9 months or so I covered them before the excitement, at the peak of the excitement, and I am still covering them at the height of fear. My goal here is
A tracked photonics-supply-chain analyst who has followed this complex through the pre-hype, peak-hype, and now sentiment-washout phases argues the underlying physical buildout across Lumentum, Corning, Coherent, Applied Optoelectronics, and Sivers Semiconductors (tagged $SIVE, tracked as SIVEF) hasn't stopped even as the stocks have sold off hard. Worth weighing against this week's complex-wide flush as a source-quality contrarian counterweight, not a standalone thesis change.
Tweets, videos, filings, articles, and source pages tied to this read.