TickerTain
$SPCX····$NVDA····$MSFT····$GOOGL····$ANTHROPIC·$TSLA····$CRWV····$NBIS····$HIMS····$TSM····$ASML····$FIGURE·$LYFT····$UBER····$SNOW····$META····$ELEVENLABS·$CURSOR·$COGNITION·$OPENAI·$AAPL····$RKLB····$XAI·$AMZN····$AMD····$000660.KS····$INTC····
← newsroom
$AAOI · Sikand names AAOI largest photonics portfolio position after 50% post-earnings jump
now playing · $AAOI
$AAOI···bullish· high· posmichael sikand
Sikand names AAOI largest photonics portfolio position after 50% post-earnings jump
AAOI makes transceivers and lasers in-house, guides to $5B revenue run-rate by 2027 from ~$500M in 2025, has 3 of 5 hyperscalers as customers, and production — not demand — is the…
$NVDA···bullish· highmichael sikand
Nvidia's $4B photonics bets signal copper wall is the next AI bottleneck
Nvidia invested $2B each in Coherent and Lumentum for multi-year laser supply agreements and is scaling GPU racks from 72 to 576 processors by 2027, requiring interconnect speeds…
$LITE···bullish· mediummichael sikand
Nvidia's $2B supply deal validates Lumentum as critical laser bottleneck
Lumentum specializes in lasers inside transceivers; only a handful of companies can make them. Nvidia's $2B multi-year purchase agreement and 200% data-com revenue growth confirm…
$COHR···bullish· mediummichael sikand
Coherent gets $2B Nvidia commitment and S&P 500 inclusion on vertical integration
Coherent manufactures its own EML chips, builds transceivers, and sells finished modules; data-center segment surged 61%. Nvidia's $2B investment and S&P 500 addition force instit…
$CIEN···neutral· lowmichael sikand
Ciena connects multi-gigawatt data-center campuses with fiber optics
Ciena uses fiber to link entire data-center campuses as they expand to multi-building, multi-gigawatt scale; mentioned as a photonic stock but no detailed thesis or position.
$AXTI···neutral· lowmichael sikand
AXT controls 30%+ of indium phosphide substrate market for laser epitaxy
AXT supplies the indium phosphide substrates on which every laser is grown, giving it a foundational position in the photonics supply chain; mentioned without detailed financial t…
$TSEM···neutral· lowmichael sikand
Tower Semi is a leading silicon photonics foundry co-developing CPO with Nvidia
Tower is one of the leading silicon photonic foundries working directly with Nvidia on co-packaged optics, the holy grail for lower latency and energy use; still early to mainstre…
$LIGHTMATTERbullish· mediummichael sikand
Lightmatter demonstrates photonic matrix multiplication at near-zero energy, eyes IPO
Lightmatter published a Nature paper proving a photonic processor can run real AI models with accuracy matching electronic chips at a fraction of the power (vs 1,200W per GPU); ra…
$AYAR-LABSneutral· lowmichael sikand
Ayar Labs valued near $4B as photonic compute competitor to Lightmatter
Ayar Labs is a photonic compute startup valued at nearly $4B, indicating significant private capital flowing into optical compute; mentioned as a competitor without detailed thesi…
$NEUROPHOSneutral· lowmichael sikand
Neurophos raises $118M backed by Bill Gates for photonic compute
Neurophos is another photonic compute startup that raised over $118M with Bill Gates backing, signaling deep-pocketed interest in optical AI acceleration.