---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000545399.md"
description: "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"
datetime: "2026-03-24T06:37:28.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000545399.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000545399.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000545399.md)
author: "[Serenity](https://longbridge.com/en/profiles/26792196.md)"
generator: "portal-rs"
---

# There's the Space Satellite MegaCycle:-> Trigge…


### Related Stocks

- [PL.US](https://longbridge.com/en/quote/PL.US.md)
- [LITE.US](https://longbridge.com/en/quote/LITE.US.md)
- [COHR.US](https://longbridge.com/en/quote/COHR.US.md)
- [SEI.US](https://longbridge.com/en/quote/SEI.US.md)
- [MTSI.US](https://longbridge.com/en/quote/MTSI.US.md)

---
> **Disclaimer: This article is for reference only and does not constitute any investment advice.**