TSEM is mentioned as a stock the creator is watching in the silicon photonics sector.
Source Post
👀 comment ‘STOCK’ to see which ones I buy fyi the silicon photonics (SiPh) and CPO supply chain is VAST af...
linalikesmoneyMar 17, 2026
The creator discusses the potential of photonic stocks, highlighting Lumentum Holdings Inc. (LITE) as a past performer and suggesting that the current pullback in photonics stocks, including Coherent Corp. (COHR), presents a buying opportunity due to the increasing demand for AI data centers.
Linked Mentions
Tickers discussed in this post
SOI is mentioned as a stock the creator is watching in the silicon photonics sector.
AXTI is mentioned as a stock the creator is watching in the silicon photonics sector.
The creator suggests that the current pullback in Coherent Corp. (COHR) and other photonic stocks is a buying opportunity, as photonics is the future of AI data centers.
Lumentum Holdings Inc. (LITE) is mentioned as a stock that has previously seen significant gains, suggesting it's a past performer in the photonic stocks sector.
Linked Signals
Tracked calls opened from this post
No linked signals were opened directly from this post.