Applied Optoelectronics, Inc.
$AAOICoolingNASDAQAI Photonics
16Posts · 1D
16Authors
-36%Vs prior 1D
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Top stocks by X chatter · rolling 1-day window
6 tickers shownAI Photonics
Filtered locallyLumentum Holdings Inc.
$LITECoolingNASDAQAI PhotonicsAI Infrastructure
14Posts · 1D
14Authors
-48%Vs prior 1D
→Lumentum reportedly locked in $87M of indium phosphide wafer capacity through 2031, a move interpreted as securing supply and crowding out competitors amid surging hyperscaler demand for ultra-high-power lasers.
Research →POET Technologies Inc.
$POETActive on XNASDAQAI Photonics
6Posts · 1D
6Authors
FlatVs prior 1D
→Lightwave Logic, Inc.
$LWLGNew on XNASDAQAI Photonics
6Posts · 1D
3Authors
NewVs prior 1D
→Coherent Corp.
$COHRCoolingNYSEAI PhotonicsAI Infrastructure
5Posts · 1D
5Authors
-75%Vs prior 1D
→Citi reportedly identifies $COHR as a beneficiary of the AI infra shift to networking and optics. a16z’s new AI hardware fund also lists $COHR among its investment targets across the physical stack.
Research →AXT Inc
$AXTICoolingNASDAQAI Photonics
3Posts · 1D
3Authors
-57%Vs prior 1D
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