POET Technologies is a previously recommended stock in the photonics space that has seen significant gains, highlighting the sector's potential.
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The creator highlights the potential of the photonics sector, specifically mentioning Sivers Semiconductors...
Bdon TradesApr 11, 2026
The creator highlights the potential of the photonics sector, specifically mentioning Sivers Semiconductors (SIVF) as a key player in AI infrastructure. They note its current valuation, partnerships with major tech companies, and its position as a potential next-gen AI infrastructure provider.
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JBL is mentioned as a company that SIVF is already working with, indicating SIVF's potential market position.
MRVL is mentioned as a company that SIVF is already working with, indicating SIVF's potential market position.
SIVF is a high-conviction, high-risk/high-reward pick in the photonics sector, poised to benefit from AI infrastructure demand.
AAOI is mentioned as a past performer in the photonics sector, but the creator is not providing a current recommendation for it.
AXTI is mentioned as a past performer in the photonics sector, but the creator is not providing a current recommendation for it.
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Tracked calls opened from this post
ICLR
buy opened Apr 11, 2026
+61.96%