AI optics: bandwidth becomes supplier earnings

perspective

AI optics: bandwidth becomes supplier earnings

status active priority high thesis tickers 5 scan-mentioned tickers 293 events 88 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 $207.82 -33.0% 30d retreating LITE $752.54 -20.4% 30d coming into play CIEN $322.64 -12.5% 30d retreating FN $317.67 -21.3% 30d retreating CRDO $162.77 -15.5% 30d retreating
Seen alongside in scans (43 shown of 288) — symbols that appear with this perspective, not the thesis basket
005930.KS $206,250.00 -27.8% 30d retreating AAL $12.60 -7.4% 30d retreating AAOI $68.07 -36.4% 30d retreating AAPL $348.22 +2.5% 30d coming into play ABSI $9.37 -12.5% 30d coming into play ACN $258.74 +40.8% 30d coming into play AEHR $55.65 -44.7% 30d retreating AGIO $37.19 +6.3% 30d coming into play ALAB $257.82 -29.1% 30d coming into play ALMU $7.17 -48.4% 30d retreating AMAT $375.58 -20.5% 30d retreating AMD $507.93 -18.6% 30d coming into play AMKR $39.05 -28.5% 30d retreating AMZN $250.38 -1.8% 30d in trend AOSL $22.30 -21.1% 30d retreating APD $308.22 +7.1% 30d coming into play APLD $19.09 -33.1% 30d retreating ARGX $875.76 -9.1% 30d coming into play ARM $210.10 -36.9% 30d coming into play ASHR $30.44 -10.9% 30d coming into play ASML $1,560.54 -10.7% 30d coming into play ASPI $2.09 -34.3% 30d retreating ASTS $38.77 -39.1% 30d retreating ASX $37.74 -16.5% 30d coming into play ATI $161.84 -13.3% 30d coming into play AVGO $323.24 -11.3% 30d coming into play AXTI $51.56 -33.7% 30d retreating BA $187.55 -5.1% 30d coming into play BABA $101.82 -12.5% 30d retreating BE $217.77 -21.3% 30d coming into play BEAM $24.56 -5.3% 30d retreating BESIY $175.15 -21.1% 30d retreating BKSY $16.69 -28.0% 30d retreating BOTZ $32.68 -9.3% 30d coming into play BRBR $9.73 +8.2% 30d retreating BRUN $7.48 -56.2% 30d retreating BST $46.87 -6.3% 30d in trend
Show all 288 ticker links
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no live data (6) — unresolved, delisted, or non-US symbols
$6779.T$ALRIB$ATEYY$AVAX-USD$BESI$BIGB

The Thread

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