AI optics: bandwidth becomes supplier earnings

perspective

AI optics: bandwidth becomes supplier earnings

status active priority high thesis tickers 5 scan-mentioned tickers 273 events 85 latest

Increasing optical content in AI networks will sustain supplier demand and margin gains through the next two reporting cycles, before added capacity or substitution removes the advantage.

Watch for: COHR Q4 earnings Aug 2026 (does datacenter growth hold or decelerate after the confirmed May 6 Q3 print), AAOI 1.6T shipments Q3 2026 (Wave 3 validation), LWLG SilTerra tapeout mid-2026 (Wave 4 viability), SIVEF Q4 conversion plus gross-margin and operating-cash-burn normalization (the test of whether its funded pipeline becomes investable economics), NVIDIA Spectrum-X Photonics CPO H2 2026 (Wave 4 catalyst + power-delivery proof point), NVIDIA Quantum-X Photonics ramp (power-budget driven), ALMU pivot validation (TSEM partnership / IP / production capacity disclosures), Aschenbrenner Q2 13F 2026-08-15 (does he re-establish any optical exposure or stay absent — partial un-contest vs hardened...

physics-down1d agoas of
paradigm track record 100% · 1/1 verdicts physics-down · medium confidence · small sample (n=1) AI Power Bottleneck: HIT

The thesis basket — the 5 tickers this perspective actually tracks. Everything else it has touched is folded below.

COHR $312.62 +3.0% 30d coming into play LITE $1,103.36 +11.6% 30d in trend CIEN $449.77 +33.1% 30d coming into play FN $486.28 +16.3% 30d retreating CRDO $216.55 +29.0% 30d coming into play
Seen alongside in scans (43 shown of 268) — symbols that appear with this perspective, not the thesis basket
005930.KS $262,000.00 -2.8% 30d coming into play AAL $12.76 -1.4% 30d coming into play AAOI $109.64 +1.6% 30d coming into play AAPL $336.64 +6.8% 30d coming into play ABSI $10.16 +17.5% 30d coming into play AEHR $84.64 -11.4% 30d coming into play ALAB $342.21 +13.9% 30d coming into play ALMU $11.40 -14.3% 30d retreating AMAT $507.03 +8.1% 30d coming into play AMD $608.10 +16.7% 30d in trend AMKR $49.12 -4.3% 30d retreating AMZN $262.43 +4.0% 30d coming into play AOSL $27.87 +9.3% 30d retreating APD $281.26 -4.7% 30d coming into play APLD $23.68 -12.8% 30d retreating ARM $266.28 +0.8% 30d coming into play ASHR $32.38 -4.9% 30d coming into play ASML $1,780.34 +2.9% 30d coming into play ASPI $2.65 -30.6% 30d retreating ASTS $50.97 -18.3% 30d retreating ASX $46.43 +12.7% 30d in trend ATI $191.84 -7.1% 30d coming into play AVAX-USD $10.19 +30.8% 30d in trend AVGO $361.54 -0.8% 30d coming into play AXTI $68.46 -0.7% 30d coming into play BA $190.37 -7.8% 30d coming into play BABA $111.37 +1.8% 30d retreating BE $280.50 +4.2% 30d coming into play BEAM $25.70 +2.1% 30d retreating BESIY $201.00 -8.4% 30d retreating BKSY $20.92 -3.2% 30d retreating BOTZ $35.48 +0.8% 30d coming into play BST $50.54 +0.5% 30d in trend BSTZ $30.10 -4.4% 30d coming into play BTC $36.36 +5.1% 30d coming into play BUFR $37.94 +1.7% 30d coming into play BWET $998.30 +71.1% 30d in trend BWXT $143.83 -8.2% 30d retreating
Show all 268 ticker links
$005930.KS$6779.T$AAL$AAOI$AAPL$ABSI$AEHR$ALAB$ALMU$ALRIB$AMAT$AMD$AMKR$AMZN$AOSL$APD$APLD$ARM$ASHR$ASML$ASPI$ASTS$ASX$ATEYY$ATI$AVAX-USD$AVGO$AXTI$BA$BABA$BE$BEAM$BESI$BESIY$BIGB$BKSY$BOTZ$BST$BSTZ$BTC$BUFR$BWET$BWXT$CCJ$CEG$CGEH$CGNX$CHAT$CIFR$CLSK$COHU$COP$COPX$CORZ$CRCL$CROX$CRWD$CRWV$CVX$DAL$DD$DGXX$DHR$DIA$DIVO$DOT-USD$DPZ$DRAM$ECHO$ENTG$EQT$EWJ$EWT$EWY$FBTC$FLY$FOCI$FORM$FTNT$FXI$GBTC$GD$GE$GEV$GLD$GLW$GOOGL$GRAL$GSAT$HAL$HEI$HIMS$HIMX$HON$HONA$HOOD$HPE$HUMN$HUT$HWM$IBIT$ICHR$IEF$IFNNY$ILMN$INTC$IOVA$IQE$IQV$IRDM$IREN$IWM$JBL$JCI$JEPI$JEPQ$JETS$KGS$KLAC$KLIC$KMI$KOD$KTOS$KWEB$KYMR$LASR$LDOS$LEU$LHX$LIN$LIT$LMT$LPK.DE$LPKF$LPTH$LRCX$LULU$LUNR$LWLG$MA$MACOM$MAGS$MARA$MCHP$MEDP$META$MOG.A$MP$MPWR$MRNA$MRVL$MSFT$MSTR$MSTU$MSTX$MSTY$MTSI$MTUM$MU$MXL$NAUT$NBIS$NDK$NEE$NGKIF$NKE$NLR$NOC$NOK$NTAP$NUKZ$NVDA$NVDL$NVDY$NVTS$OIH$OKLO$OKTA$ONTO$OPTX$ORCL$P$PACB$PANW$PDI$PL$PLTR$POET$POWL$QLD$QQQ$QSI$QYLD$RDW$RIOT$RKLB$RMBS$ROBO$RSP$RTX$RXRX$SAIC$SBUX$SDGR$SEI$SIVE$SIVEF$SKHY$SLB$SLV$SMH$SMR$SMTC$SMTOY$SNDK$SOI.PA$SOXL$SPCX$SPGI$SPY$STM$STX$SWKS$TDG$TDY$TECL$TER$TLN$TLT$TMO$TQQQ$TSEM$TSLA$TSLL$TSLY$TSM$TWST$TXG$UBER$URNM$USO$UUP$VIAV$VICR$VIXY$VPG$VSAT$VST$VTI$VTV$VUG$VXX$WDC$WGMI$XBI$XLB$XLC$XLE$XLF$XLI$XLK$XLP$XLRE$XLU$XLV$XLY$XOM$ZS
no live data (5) — unresolved, delisted, or non-US symbols
$6779.T$ALRIB$ATEYY$BESI$BIGB

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