5N Plus offers legitimate photonics materials exposure through its high-purity indium antimonide, a material at the intersection of photonics and sensing. Fundamentals are strong, with 73% EBITDA growth, 353 days of backlog, expanding margins and government-backed catalysts ahead. @aleabitoreddit calls it the Western counterpart to AXT and one of the most important companies in Western supply chains. The next earnings report is May 5, 2026. x.com 

Credo's MicroVCSEL offers upside that does not appear priced in. Its copper and optics exposure, a SpaceX tailwind and fundamentals that look too good for its current valuation make it one of the tidiest AI infrastructure investments. x.com 

Credo's near-total share of AI data-center cables and unchanged estimates make its lower multiple look like a fear-driven opportunity. Its stock went from 27x to 20x forward earnings while the supply chain building those systems guided 2027 revenue to double. Buyers this week will probably be very happy a year from now. x.com 

Satellite rollout and AI demand could help five stocks each 10x over the next few years. AST SpaceMobile is scaling satellites toward commercial phone service; Nebius has multibillion-dollar Microsoft and Meta contracts and sold-out capacity; Applied Optoelectronics sees surging hyperscaler demand for transceivers; Credo tackles AI-cluster bandwidth and power bottlenecks; IREN is pivoting data centers from Bitcoin mining to AI cloud with multigigawatt power and Microsoft contracts. x.com  x.com  … Show more

AI infrastructure demand and warehouse automation could make six stocks millionaire-makers by 2030. Nokia's networking partnerships, Broadcom's custom AI chips, Applied Optoelectronics' 800G/1.6T transceivers and Oracle's $664B contracted backlog support the call. IREN is one of the most undervalued neoclouds, with 2 GW of uncontracted power offering major upside amid growing AI demand; Symbotic has warehouse-robotics partnerships with Walmart and Target. x.com  x.com  x.com  x.com  x.com  x.com 

Credo is one of the cheapest AI growth stocks, trading around 26x forward earnings after a hard correction while revenue grew 115% to $479M and full-year growth is guided above 85%. Margin worries mostly reflect DustPhotonics amortization and stock comp; non-GAAP gross margin held near 68%. DustPhotonics adds a second engine in optics, with over $600M expected this year, and Credo's low-laser designs can ship through the laser shortage. One customer at about a third of revenue is the main risk. … Show more

Fabrinet deserves an Outperform rating and an $850 December 2026 target as an irreplaceable precision maker of 800G and 1.6T optical interconnects, AI's binding constraint. HPC revenue jumped from $15M to $86M in a quarter, new capacity serves orders in hand, and Q3 FY26 guidance of $1.15-1.20B implies about 35% growth after seven straight EPS beats. NVIDIA and Cisco concentration is a risk, but switching costs run upstream. Legacy telecom and automotive remain a drag. x.com 

There has never been a better time for patient investors to add AI infrastructure such as Credo, Nvidia, Broadcom, Lumentum and Celestica: very profitable, high-growth companies at good-looking valuations, with long-term capex and chip outlooks extending. Connectivity names can grow even without rising capex. Per @EndicottInvests, after selling off despite beats, Nvidia trades at 18x forward earnings growing 100% this year, Broadcom at 19x growing 65% and Credo at 20x growing at least 85%. x.com  … Show more

STMicroelectronics offers rare asymmetry for a large cap: a bear case in line with the S&P 500, a slightly better base case and a wildly better bull case. 2026 marked an inflection in its data-center business, with a multi-year, multi-billion-dollar Amazon agreement and guidance raised from $1B before 2030 to well above $2B in 2027. A base case with a modest AI business implies 15% annual growth through 2030; if photonics, power and robotics reach a third of revenue, 30-50%. x.com  x.com  x.com 

Lumentum stands to gain as the shift from copper to light inside AI data centers accelerates. Co-packaged optics is now in mass production, per TrendForce, with Nvidia shipping Spectrum-X CPO switches. Near-packaged optics is catching on fast; Lumentum CEO Michael Hurlston says its demand looks bigger than CPO's and came sooner, now late 2027 or early 2028. He sees about $40 a share of fiscal 2028 earnings power, above Street estimates, with none of CPO or NPO in the numbers yet. x.com