---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000764489.md"
description: "Value gap & trap of Photonics as it stands now.$Corning(GLW.US) - A clear moat on glass. They lead in both Data Center for high speed data transfer & Gorilla glass. A clear moat. Verdict: Value gap. $Coherent Corp.(COHR.US), $Lumentum(LITE.US), $Keysight Tech(KEYS.US) - A loyal sub-ordinates with strong guidance. They need to prove but heading in right direction. $Ciena(CIEN.US) $Applied Optoelectronics(AAOI.US) - Extremely overvalued, no moat. Verdict: Value trap. Morning There is a lot to prove for many of these companies. Some will stay, some will go. Time will tell us."
datetime: "2026-06-28T15:36:05.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000764489.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000764489.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000764489.md)
author: "[First Fellow](https://longbridge.com/en/profiles/27399941.md)"
generator: "portal-rs"
---

# Value gap & trap of Photonics as it stands now…


### Related Stocks

- [GLW.US](https://longbridge.com/en/quote/GLW.US.md)
- [LITE.US](https://longbridge.com/en/quote/LITE.US.md)
- [KEYS.US](https://longbridge.com/en/quote/KEYS.US.md)
- [COHR.US](https://longbridge.com/en/quote/COHR.US.md)
- [CIEN.US](https://longbridge.com/en/quote/CIEN.US.md)
- [AAOI.US](https://longbridge.com/en/quote/AAOI.US.md)

## Comments (1)

- **mayur · 2026-06-28T23:25:14.000Z**: Insightful


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