There's the Space Satellite MegaCycle:
-> Triggered by $Planet Labs(PL.US). With $BlackSky Tech(BKSY.US) / $Satellogic(SATL.US) / $Spire Global(SPIR.US) and others following.Then there's the Photonics SuperCycle:-> Triggered by $Lumentum(LITE.US) and $Coherent Corp.(COHR.US). With $Applied Optoelectronics(AAOI.US) / $Tower Semicon(TSEM.US) / $Macom Tech(MTSI.US) / $SIVE / $IQE / $SOI and others following. One is hype over applications from Space. The other is hype over extreme revenue and earnings growth from AI. The latter tends to be more defensible.Source: Serenity
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