crux_capital_ — the photonics buildout isn't over, even at the height of fear

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crux_capital_ — the photonics buildout isn't over, even at the height of fear

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.

Open on X Gaetano (@crux_capital_)
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Why it's worth your time

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.

10 events
DateTypeEvent
Jul 28 ScanOptical Supply Chain Scan Jul 31 ScanOptical Supply Chain Scan Jul 25 ScanOptical Supply Chain Scan Aug 8 TweetSerenity (aleabitoreddit) — AAOI's earnings call says China is years behind on CPO lasers, and AAOI itself is capacity-out of first-gen CPO Aug 8 ScanOptical Supply Chain Scan Jul 17 ScanOptical Supply Chain Scan Aug 14 ScanOptical Supply Chain Scan Jul 11 ScanOptical Supply Chain Scan Jul 7 ScanOptical Supply Chain Scan Jul 28 ScanMonster Scan

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