Rising 1.6T switching demand favors optical suppliers, though their execution risks vary. Bank of America says the market could grow ~101% annually through 2030. Marvell's leading DSPs and Lumentum's supply-short 200G EML lasers are lowest risk; Applied Optoelectronics' capacity expansion and Fabrinet's customer concentration make them medium risk. Aeluma remains pre-commercial, while Lightwave Logic's polymer modulators are a high-risk moonshot despite its TSM partnership. x.com 

Himax's LCoS microdisplay leads on the size, weight and power that all-day AR glasses need, and possible links to Apple and Google aren't priced. It will show a 0.09cc, 0.2g, 350,000-nit spec at SID Display Week on May 6. Apple's incoming CEO John Ternus, a hardware engineer, may push sub-50g glasses, and a @hntrbrkmedia and @citrini report pointed to an Apple link. Google sold its waveguide lab to Vuzix, whose reference design uses Himax LCoS. None is confirmed, and Himax lags on consumer wins. … Show more

Semtech is forming one of the strongest cup patterns in semiconductors, backed by AI data-center networking and optical connectivity exposure with accelerating revenue and EPS growth. The stock is now pushing up the right side of a massive multi-month base. x.com 

Corning's optics business looks ready for a comeback as its fiber and high-density optical connectivity move data across massive AI GPU clusters. Optical sales rose 32% year over year to $2.07 billion, EPS is expected to more than triple by 2028, and the business is backed by major AI infrastructure deals with NVIDIA, Meta and Amazon. 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

Himax's Q1 2026 update checks off the Apple and NVIDIA opportunities. Per @wallstengine, WiseEye was adopted by a leading smart-glasses brand with mass production later this year, first-generation co-packaged optics ship in small quantities in 2H26, and second-generation CPO is nearing customer validation for AI data centers. Revenue of $199.0M and EPS beat estimates, and Q2 guidance for 10-13% sequential revenue growth and about 32% gross margin topped consensus. x.com 

AXT makes the indium phosphide substrates needed for high-speed data center connectivity, making it an AI infrastructure and optical connectivity play. EPS is expected to grow from $0.86 in 2026 to $3.29 by 2028, nearly 4x in two years. The chart is building the right side of a cup base. x.com 

AI optics stocks have big upside as Goldman Sachs' April 2026 AI optical report says the industry will grow 10-fold through 2028. The favored names to buy on the next 10% dip are POET Technologies, AXT, Applied Optoelectronics, Lumentum, Coherent and MACOM. x.com 

Applied Optoelectronics should trade above $150, in part because Lumentum's CEO says its optical components are sold out through early 2029 and it cannot meet roughly 70% of demand for some products through 2027. That industry signal strengthens the case for AAOI's expanding 800G/1.6T offerings after completion of its $600M ATM, with shares around $110. x.com 

Lumentum's EPS is expected to grow from $8 in FY26 to $34+ by FY28, nearly 4x, as AI optics demand explodes, with Nvidia's backing behind it. The stock is forming a massive cup pattern. x.com