The next big thing: photonics technology.

Why might it be the next big thing? Because data in AI data centers is growing explosively, and copper wire transmission has reached its limits (high power consumption, excessive heat, speed bottlenecks). Photonics technology uses "light" instead of "electricity" to transmit data, enabling ultra-high speed, low power consumption, and low latency. That's why it instantly became the hottest trend in the AI computing power race.

Photonics companies are also in short supply with explosive performance. Here are 4 directly benefiting stocks: $Lumentum(LITE.US) (makes lasers), $Applied Optoelectronics(AAOI.US) (makes optical transceivers), $Marvell Tech(MRVL.US) (makes control chips), $Corning(GLW.US) (makes optical fibers).

Specifically:

$Lumentum(LITE.US): The laser inside every optical transceiver is made by them. No LITE, no light!

$Applied Optoelectronics(AAOI.US): Translates electrical signals into optical signals, the translator!

$Marvell Tech(MRVL.US): The "brain" chip that manages the high-speed flow of photonic data!

$Corning(GLW.US): The big brother who invented optical fiber, still making the internet's "glass blood vessels" today!

Other stocks worth watching also include:

$Coherent Corp.(COHR.US): A major manufacturer of photonic laser optical components, a partner for NVIDIA's AI optical modules.

$SIVE: An AI laser chip expert, a 1.6T optical transceiver laser source.

$Broadcom(AVGO.US): A giant in AI high-speed optical module network chip semiconductors.

$Arista Networks(ANET.US): The king of AI data center high-speed Ethernet switches.

$Jabil(JBL.US): A giant in AI 1.6T optical transceiver mass production manufacturing services.

$Aehr Test(AEHR.US): A leader in silicon photonics chip wafer-level testing equipment.

$POET Tech(POET.US): An expert in AI photonic integrated circuits, a provider of optical interconnect chip solutions.

$Lightwave Logic(LWLG.US): A pioneer in electro-optic polymer materials, a supplier of high-speed optical modulators.

$Q/C Tech(QCLS.US): A developer of silicon photonics OPUs, a manufacturer of photonic AI accelerators.

$Lightpath(LPTH.US): A manufacturer of precision optical lens components, an expert in AI optical module light paths.

$Astera Labs(ALAB.US): An expert in AI server high-speed connection chips, a bridge for optoelectronic data.