AAOI Stock: The 800G Capacity Ramp Against the Dilution Bill Applied Optoelectronics (NASDAQ: AAOI) is one of the very few American companies that can make an optical transceiver and the laser chip inside it under the same roof. In an AI buildout where the biggest bottleneck has quietly moved from GPUs to the optics that…
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Credo Stock (CRDO): Inside the Post-Earnings Margin Panic Credo Technology Group reported the best quarter in its history on 1 September 2026, and the market sold it anyway. Revenue grew 114.7% year over year to a record $479.0 million. The stock fell about 20% in a single session. That gap between what the business did…
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AXT (AXTI): The Indium Phosphide Bottleneck Behind AI Optics Every few quarters the AI buildout finds a new component it cannot get enough of. In 2024 it was high bandwidth memory. In 2025 it was advanced packaging. In 2026 the constraint moved somewhere far less visible: the crystal wafer that high speed laser chips are…
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Tower Semiconductor (TSEM): Inside the Silicon Photonics Bet 1. Introduction For most of its history, Tower Semiconductor was a company investors filed under “specialty analog foundry” and then stopped thinking about. It made image sensors, power management chips, and radio frequency components in older fabs nobody would confuse with a leading-edge logic megafab. In 2022…
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GlobalFoundries (GFS): Silicon Photonics and the Quantum Foundry Bet Every technology ecosystem needs a foundation, and in semiconductors that foundation is the foundry: the company that actually manufactures the chips others design. GlobalFoundries (Nasdaq: GFS) has spent years as the quiet builder in that role, the third-largest pure-play foundry in the world behind Taiwan Semiconductor…
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Marvell (MRVL): The AI Data Center Backbone — Real Business or Trillion-Dollar Narrative? On June 2, 2026, Nvidia CEO Jensen Huang stood on the Computex stage in Taipei next to Marvell CEO Matt Murphy and called Marvell “the next trillion-dollar company.” The stock jumped more than 32% the next day. For a company most retail…
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Coherent DeepDive – NVIDIA Partnership, 1.6T Optics, AI Datacenters & Massive Growth Potential Artificial intelligence is rapidly evolving into one of the largest infrastructure buildouts in modern technology history, casting a massive spotlight on Coherent (COHR). Yet while most investors remain focused on GPUs, AI models, and semiconductor compute performance, a quieter battle is taking…
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The AI Optical Infrastructure Giant Entering a New Era Artificial intelligence is no longer just a software story. It has become an infrastructure arms race. While investors have spent the past two years focusing heavily on GPU leaders like NVIDIA Corporation, a second layer of the AI ecosystem has quietly become equally important: the optical…
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