2026-04-09 16:56:20

Photonics companies are extremely hyped

Still, many of these stocks aren’t expensive at all
$NVDA is going to be much more aggressive with CPO than $AVGO
$LITE, $COHR, and $TSEM are the 3 companies most closely tied to the NVIDIA photonics ecosystem
I’d expect some surprises in these companies’ earnings, even more so by 2027

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