What an insane day for photonics.
$SIVE up 31.3%$Tower Semicon(TSEM.US) up 23.1%$Applied Optoelectronics(AAOI.US) 20.01%.It feels like a lot… but this just means you’re early to the next supercycle and there’s a lot of room to go.Lot of people on X ask what’s next after $Sandisk(SNDK.US)?Here they are.Source: Serenity
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