Broadcom is mentioned as a 'kingmaker' in the supply chain due to its control over TIA components.
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The creator analyzes the photonics sector, highlighting Applied Optoelectronics (AAOI) and Lumentum Holding...
Aug 19, 2026
The creator analyzes the photonics sector, highlighting Applied Optoelectronics (AAOI) and Lumentum Holdings (LITE) as key players. While bullish on the sector's long-term durability, the creator advises against chasing AAOI at its current high price.
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Marvell is mentioned as a 'kingmaker' in the supply chain due to its control over DSP components.
Lumentum is mentioned as a key player in the photonics sector alongside AAOI, with the creator noting its similar performance.
The creator is bullish on the company's long-term prospects but advises against chasing the stock at its current high price.
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