@athuinvests · Long LITE

Photonic BULLISH themes shared. The price targets for 2028E are below. InP lasers: $LITE $1600 $COHR $600 Connectivity Silicon: $MRVL $600 $ALAB $600 $SMTC $360 Cables: $CRDO $480 Scale Across/Switches: $CIEN $750 $CLS $750 Foundry: $TSEM $400 The most vertically

Athu@athuinvests

These photonic themes could be incredibly BULLISH opportunities until the end of this decade. 1. InP lasers: $LITE, $COHR and $SIVE are the 3 major western InP laser suppliers to the market right now (according to Morgan Stanley). Lumentum's CEO says this shortage could end up

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Since the call—

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