So I was reading about that chinese prototype lightgen and how it won’t be displacing nvidia anytime soon but, the chinese are trying to leapfrog traditional silicon chips into fully optical ones. So I did a search on top photonic stocks and saw this from nov ‘25
https://exoswan.com/photonics-stocks
“This watchlist provides a tiered approach to this transition. Optical Components (Lumentum, Coherent, AOI) offer immediate exposure to the current capex cycle. Silicon Photonics (Broadcom, Marvell, MACOM, Credo) captures the architectural battle for the interface. Foundries (Fabrinet, GlobalFoundries, Tower) offer an industrial floor to the thesis. Finally, the Disruptors (POET, Lightwave, Aeluma) provide high-beta exposure to the material science breakthroughs that could define the post-2026 landscape.”
I was already in several of these stocks and bought small amounts of others just for fun. I am thinking of holding off on $GFS specifically for a better entry point.
Wondering what other peoples thoughts are on these companies and the coming boon of 800G and 1.6T in the 2H26.
What plays are you bullish on?