AI Photonics & Co-Packaged Optics stocks on X

AI Photonics & Co-Packaged Optics stocks trending on X

Top stocks by X chatter

Applied Optoelectronics, Inc.$AAOI

Semiconductors

$102.785+2.54%

1Y+245.8%

21,216 posts+2%

Mixed sentiment

Applied Optoelectronics chatter frames a stock trying to bottom after a roughly 45% drop from May's peak. Bulls point to Q1 revenue of $151M (+51% YoY), a Q2 guide of $180-198M with management flagging a 60-80% Q3 sequential increase, Russell 1000 inclusion, and cleanroom expansion positioning the company for hyperscale orders. Rosenblatt pushed back on B. Riley's bearish note that AI-optimization flattens networks and cuts transceiver TAM 40-50%, arguing they've already modeled it and rising XPU counts offset any per-XPU cut. Bears counter with a $600M ATM, insider selling, and the launch of a fresh 2x short ETP on AAOI, plus a general 'photonics has traded poorly for 1-2 months' backdrop tied to CPO delay fears and China capacity scares.

Driven by hype

Applied Optoelectronics makes the optical transceivers that shuttle data across AI data-center networks. The stock has cooled sharply from May's peak as the market weighs whether the next-quarter guides land without another round of dilution. Where the tension sits: • The demand story is credible: Q1 revenue grew 51% year-on-year to $151M and management guided Q2 to $180-198M with a 60-80% Q3 sequential jump — that's the transceiver market catching AI-networking spend, not narrative extrapolation. • The share-count math is the real risk: a fresh $600M at-the-market program is drip-selling stock, capping the equity's ability to snap back even if the operational story lands cleanly. • The business is still unprofitable: 30% gross margin against negative 12% operating margin and negative free cash flow — every operational miss raises the pressure to lean harder on the ATM, feeding the dilution loop. • Insiders keep selling in size: officers unloaded $8.4M since mid-June, including $6.9M by executive Fred Chang — zero offsetting buys, exactly the wrong signal into a stock trying to bottom. • Technicals are broken: sitting 38% below its 50-day with a fresh 2x short ETP now trading — shorts have a leveraged tool to lean on the tape. The operational story is real. But until Q2 delivers cleanly at guided margins and the ATM pace slows, the tape is set up for lower lows. What reverses it is a Q2 print landing in the upper half of the guide.

Lumentum Holdings Inc.$LITE

Communication Equipment

$737.17+4.38%

1Y+608.9%

1,809 posts-3%

Bullish sentiment

Lumentum chatter is bullish contrarian. Rosenblatt published a note on the optical sector, arguing that stocks have 'traded poorly for the last 1-2 months' due to CPO delay reports and China capacity scares - but calling the setup a bottom-defense opportunity. Bulls point to $5.9M of call flow into LITE, LITE flagging InP capacity expansion on recent calls (moving from optics subtopic to physical AI infrastructure), and LITE bouncing 13%+ intraday. LITE features in a hot-sector group with CIEN +$28, LASR +$17, GLW ~$20, COHR $20. A minor cyclical/oversupply bear thread exists as the group risk. Community is optimistic on a durable bottom.

Driven by hype

Lumentum is one of the pure-play optical-component leaders (transceivers, laser modules, InP wafer capacity) that's ridden the AI-datacenter wave from below $100 to over $750. The stock is cooling on CPO-delay reports and China capacity scares while the InP-expansion story keeps bulls anchored. • The revenue trajectory is real and accelerating: trailing gross margin held at 38%, operating margin 9.5%, and FY26 revenue growth is running above 30% YoY — the optical-photonics thesis is showing up in the P&L as AI capex converts to shipping product. • Valuation has priced most of the runway: 139x TTM P/E and 27x sales at $752 spot puts LITE at the top of the optical-multiple range — the InP capacity expansion Lumentum flagged is what the multiple requires to prove out; anything less and the multi-year rally compresses. • Rosenblatt's contrarian read is credible: the sell-side note that stocks 'traded poorly for the last 1-2 months' due to CPO delays but framing the setup as bottom-defense aligns with $5.9M of call flow into LITE — real conviction on a coiling snap-back into the print. The August 11 Q4 FY26 earnings are the near-term arbiter — a clean revenue print above the $500M+ implied Q4 pace, InP-capacity guidance, and hyperscaler-customer commentary extend the setup back through $800. A CPO-delay confirmation or China-capacity reset drops the tape into the $650 support.

Coherent, Inc.$COHR

Hardware, Equipment & Parts

$283.05+2.20%

1Y+183.1%

1,684 posts-0%

Bullish sentiment

Coherent chatter is bullish rotation-in. Sen. Sheldon Whitehouse rotated $50k out of NVDA into COHR + MU - framed as AI-supplier rotation from leaders to suppliers. Rosenblatt defended AAOI/LITE/COHR/CIEN longs against short-seller attacks. US chip stocks rebounded tracking a China semiconductor rally with COHR +3% premarket alongside MU/INTC/MRVL. Bulls flag the next 2 quarters as testing the 6-inch InP ramp, with visibility into supply/demand gap tight through 2027 - COHR positioned to benefit. A COHR 400mW-class laser noise-data thread argues Lumentum is technically superior, but this is minor. Community broadly long.

Driven by hype

Coherent Inc. is the vertically integrated optical-and-photonics supplier whose 2026 tape has ridden the AI-datacenter wave to a $46B market cap. The stock is cooling on CPO-delay and China-capacity concerns while the InP-ramp story keeps bulls anchored. • The revenue ramp is real: Q1 2026 revenue grew 20.5% YoY to $1.8B, gross margin held at 38%, and operating margin was 8.2% — the photonics thesis is showing up in the P&L, though FCF yield of -0.9% reflects the capex ramp is still front-loaded. • Valuation has priced most of the runway: 120x TTM P/E and 8.7x sales at $299 puts COHR at the top of the optical-multiple range — the setup requires the 6-inch InP ramp to prove out over 2 quarters; visibility with tight supply/demand through 2027 is the whole thesis. • Analyst positioning is quietly rotating in: Sen. Whitehouse rotated $50K out of NVDA into COHR + MU (AI-supplier rotation), Rosenblatt defended AAOI/LITE/COHR/CIEN longs, and COHR +3% premarket on the China-semi rally — real institutional accumulation. The August 12 Q4 FY26 earnings are the near-term arbiter — Q4 revenue trajectory, InP-ramp guidance, and hyperscaler-customer commentary extend the setup toward the InP-supply-tight scenario. CPO-delay confirmation or slower InP-ramp guide drops the tape into the $250 support.

AXT, Inc.$AXTI

Semiconductors

$47.30+3.80%

1Y+1806.7%

1,425 posts+13%

Bullish sentiment

AXT chatter frames a deep pullback in the InP substrate leader after a 12,950% one-year run. Bulls point to Goldman Sachs modeling the InP substrate market moving from 'very tight' in 2027 to only 'tight' - i.e., structural shortage persisting - and note AXTI's role as the 'invisible material layer' underneath the entire optical/AI-data-center supply chain. Traders describe unusual bull-flow (68C 7/31 repeat sweeps) and a pullback into the 0.618 Fib. July 30 earnings are a key catalyst. Bears counter with a daily sell signal, the stock 'testing the EMA200 - likely to fall through,' and a bear PT of $14 from a former bull. Volatility is high, and bulls are dip-buying.

POET Technologies Inc.$POETRising on

Semiconductors

$7.643-0.36%

1Y+14.6%

1,117 posts+15%

Bullish sentiment

POET Technologies chatter is bullish accumulation. Citadel (Ken Griffin) filed a Schedule 13G revealing a 5.9% stake (10,110,970 shares) in POET - one of the biggest market makers accumulating while retail 'left for dead.' POET rebounded as investors rotated back into AI infrastructure. Bulls emphasize photonic-integration for next-gen AI clusters where electrical interconnects become the bottleneck. Community groups POET with WOLF as high-short catch-up trades. Traders lament POET being 'depressing down here' from double-digits. Community expects a rebound as Base and AI narratives return.

Viavi Solutions Inc.$VIAV

Communication Equipment

$38.46+4.14%

1Y+265.3%

1,016 posts+12%

Bullish sentiment

VIAVI Solutions posts highlight a 430% one-year gain with revenue +43% YoY, EPS +80%, and next-quarter guidance of +47-50% framing VIAV as the quality inspector for every optical connection in every AI data center. Posters cite a 50-day SMA reclaim, a 6-week base around the earnings gap at the $60.43 pivot, and an 8-straight-up-weeks accumulation pattern through $56 upside.

Synopsys, Inc.$SNPSStrong Fundamentals

Software - Infrastructure

$383.2-8.11%

1Y-27.0%

726 posts-3%

Bullish sentiment

Synopsys chatter is anchored on the company discontinuing its legacy chip-fab manufacturing process-control software business—including Samsung and SK hynix relationships—to reallocate resources into higher-margin AI-driven chip design tools. Options desks flagged over $5M in October $450 OTM call premium bought Monday, and commentators note SNPS is roughly 32% below its July 2025 all-time highs, framing the strategic focus as constructive for a rerating.

Allegro MicroSystems, Inc.$ALGM

Semiconductors

$47.37+0.53%

1Y+32.8%

708 posts+14%

Bullish sentiment

Posts describe Allegro MicroSystems in the top 10 relative-strength screener alongside TXG, MXL, BAND, OUST, ICHR, and rest of the semi complex bounce, with speculation about ALGM being Tesla's secret Optimus supplier. Bulls note ALGM popping in the Early Morning Movers bullish scan. Bears note power semi RS is 65 and 7 of 7 indicators pointing down in the robotics series.

nLIGHT, Inc.$LASR

Semiconductors

$70.55+7.40%

1Y+260.9%

524 posts+4%

Bullish sentiment

nLight (LASR) chatter is emphatically bullish on the joint laser weapons breakthrough. LASR was awarded the Joint Laser Weapon Systems (JLWS) OTA under the Golden Dome for America domestic missile defense program: an initial $86M award value with total program ceiling up to $627M/$847M. Needham raised its target to $90 from $80 and reiterated Buy. Community frames the directed-energy thesis as 'we are firing $13M Patriots at $30K drones - lasers cost ~$10 a shot.' LASR surged 27%+ intraday. Community treats this as a Golden Dome pillar and a durable defense-tech story that includes ONDS and AVAV. No meaningful bear thread beyond a 6-month range top.

Lightwave Logic, Inc.$LWLGRising on

Chemicals - Specialty

$6.36+1.11%

1Y+245.6%

520 posts+24%

Bullish sentiment

Lightwave Logic chatter is bullish. LWLG is +450% YoY. Webinar conclusion: 'Lightwave Logic EO Polymer, Processes, and Designs are Ready for 400Gb/s Device Developments' - a major technical milestone. Bulls point out cash concern is not immediate. Chart traders watching a bounce at the lower boundary of the uptrend channel. Some technical noise (active sell signals in photonics). Community broadly long.

Optical Cable Corporation$OCC

Communication Equipment

$15.155+4.52%

1Y+170.5%

310 posts+12%

Bullish sentiment

Optical Cable Corp chatter is bullish AI-data-center accumulation. OCC is a nano-cap manufacturer of fiber-optic and copper cabling described as 'quietly undergoing a massive fundamental turnaround.' Two consecutive days of unusual volume flagged. Community members are DCA-ing at $16.70 after seeing GLW rally on similar dynamics. Bulls see it as 'one of the cheaper data-center plays on run-rate.' Community broadly long. Unrelated Circle National Trust regulatory approval by the OCC (Office of the Comptroller of the Currency) is minor cross-tag noise.

LightPath Technologies, Inc.$LPTH

Hardware, Equipment & Parts

$10.773+2.30%

1Y+198.3%

308 posts-1%

Mixed sentiment

LightPath Technologies chatter is bifurcated. Bulls call LPTH one of the most asymmetric small-cap defense-photonics setups for 2026 with record backlog, BlackDiamond IP moat, and Lockheed Martin partnership - LMT contracts flow through to LPTH. Community frames LPTH as 'my favorite dip-accumulator in the market.' Bears/technicians warn LPTH looks 'cooked' with active sell signals still in place across photonics peers (AAOI, LITE) and LPTH rejecting the 100-day MA from below plus starting to break weekly support. Community sentiment is patient bull but chart weakness is real.

Aeluma, Inc.$ALMU

Semiconductors

$14.91-1.52%

1Y-17.4%

175 posts+33%

Bullish sentiment

Aeluma is a photonics small-cap where the headlines this week are an Army Direct-to-Phase II award (signaling prior technical de-risking), a new patent grant, and the hire of Brendan Moran as VP of Engineering (eighteen years at Lumileds, 25+ products launched). Carter Worth flagged ALMU on technicals with a bullish setup and a 'buy this aggressively' call. Posters frame the engineering hire as a signal Aeluma is pivoting from science risk to execution risk on productization and customer delivery. Tone is uniformly constructive.

indie Semiconductor, Inc.$INDI

Semiconductors

$3.87+1.57%

1Y-14.8%

165 posts0%

Bullish sentiment

indie Semiconductor chatter is bullish. INDI announced Q2 2026 earnings for August 6 - a specific catalyst. Volume patterns 'can't ask for much better.' Community members plan to add INDI positions of $50-100k next week. Community groups INDI with KEEL/DGXX/IMSR as swing plays. Some caution about chasing after runs. Community broadly long.

MKS Inc.$MKSI

Hardware, Equipment & Parts

$327.22-1.44%

1Y+225.6%

100 posts+4%

PendingInsufficient posts on X for reliable sentiment analysis.

Q/C Technologies, Inc.$QCLS

Software - Services

$3.35+1.52%

1Y-15.4%

88 posts+22%

Bullish sentiment

Quantum Computing & Communications chatter centers on Martin Shkreli hiring former IonQ engineers to build an integrated photonics lab and a proprietary optical processing unit. Contributors flag a $3.65 to $4 breakout attempt with talk of a squeeze toward $5. Enthusiasm is high on the pivot from quantum shorting to real R&D, though positions are small and speculative.

Fabrinet$FN

Hardware, Equipment & Parts

$472.965+2.78%

1Y+54.7%

58 posts-7%

Bullish sentiment

Fabrinet is being framed as a strong photonics-chain beneficiary: its second-highest close on the weekly with potential to break higher, a strong hammer candle setup followed by a nice thrust higher, and the MRVL 1T comments pushing FN higher alongside COHR/LITE. The bear voice is essentially absent.

IPG Photonics Corporation$IPGP

Semiconductors

$104.26+0.87%

1Y+40.4%

24 posts-4%

Bullish sentiment

IPG Photonics is attracting bullish analyst attention with Needham upgrading the stock to Buy with a $110 price target and Citigroup reiterating Buy at $150, citing attractive valuation and a strategic pivot toward recovery. Investors describe IPGP as the dominant player in the industrial laser space and view its current price as an undervalued entry into the growing photonics and laser market. Sentiment is solidly bullish as multiple Wall Street firms endorse the recovery thesis.

Sivers Semiconductors AB$SIVE.ST

Semiconductors

—

1Y—

3 posts0%

Bullish sentiment

Sivers Semiconductors is printing new all-time highs and up roughly 2,300% YTD, with bulls watching the bounce off the 20 EMA at ~59 SEK as the next leg confirmation. Aggregate short interest is 7.73% with Two Sigma and Voleon as the largest shorts. Technicians flag the $56.50-$59 SEK zone plus the 20 EMA at $58.70 as the must-hold support for the swing. Tone is uniformly bullish on the photonics + InP laser story.