If I had to bet on one sector go give me insane returns from here, it is photonics.
Not close.
Every AI cluster is useless if it cannot move data between GPUs fast enough.
Compute gets the headlines but connectivity is the real bottleneck.
The optical market triples to $36 billion this decade and every generation from 800G to 1.6T to 3.2T brings a brand new upgrade cycle.
$AAOI and $CRDO are my favorite.
$CRWV plans to grow its power capacity to 8+ GW by 2030.
$NBIS plans to grow its power capacity to 5GW by 2030.
$IREN that energized 1.4GW and announced a new 1.6GW data center in 4 month can reach its 10GW or more capacity by 2030.
These stocks has major potential to dominate entire market in the long run-
1. $NBIS - AI Cloud Infrastructure Lead
2. $BE- AI Data Center Power Lead
3. $STX- AI Data Storage Lead
4. $IREN - AI Data Center Lead
5. $CIFR - HPC Data Center Lead
6. $ALAB - AI Connectivity Semiconductor Lead
7. $FLY - Responsive Space Launch Lead
8. $RKLB - Small Satellite Launch Lead
9. $SATL - Earth Observation Satellite Lead
10. $PL - Daily Earth Imaging Lead
11. $ONDS - Aerial Intelligence, Autonomous Drone Defense Lead
12. $OSS - Rugged Edge Computing Lead
13. $PLTR - Defense AI Analytics Lead
14. $AAOI - Optical Transceiver Lead
15. $LWLG - Electro-Optic Polymer Lead
16. $AXTI - Semiconductor Materials Lead
17. $LITE - Photonic Components Lead
18. $MRVL - Silicon Photonics Lead
19. $CRDO - High-Speed Connectivity Lead
20. $LPTH - Precision Optics Lead
21. $AMPX - Silicon Anode Battery Lead
22. $TE - Solar PV Module Lead
23. $EOSE - Zinc Battery Storage Lead
24. $LMND - AI Insurance Platform Lead
25. $IONQ - Trapped-Ion Quantum Lead
Have patience and diversify your portfolio.
Bookmark this post for research!
50 Companies With Strong Q1 FY 26 Results 🚀
Strong Sales + PAT Growth 🔥🔥
Study These Players
Bookmark This & Keep 🔖 ( PART 1 )
Jeena Seekho
Capri Global
Kalyan Jewellers
Netweb Technologies
DCX Systems
Anupam Rasayan
Genesys International
Waaree Renewables
Elecon Engineering
Bharat Dynamics
Coforge
Radico Khaitan
Kaynes Technology
Bluestone Jewellers
Max Estates
Polycab India
EFC (India)
Azad Engineering
Chalet Hotels
Muthoot Finance
Garden Reach Shipbuilders
Divgi TorqTransfer Systems
Nazara Technologies
Hind Rectifiers
JEENA Sikho
Craftsman Automation
BLS International
Home First Finance
Genesys Power
Avalon Technologies
Bharti Airtel
Coromandel International
KEI Industries
Ashiana Housing
Paradeep Phosphates
Inox Wind
Dynamic Cables
EID Parry
Astral Microwave
DCX Systems
Landmark Cars
Netweb Technologies
Amber Enterprises
JSW Energy
FACT
Cupid
Anant Raj
Max Healthcare
PB Fintech
Goldiam International
Repost This Post For Part 2
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