What stocks are in the Photonics Stack - 8-layer breakdown watchlist?

The Photonics Stack - 8-layer breakdown watchlist tracks 27 tickers on QuantAbundancia: AIXXY, ASML, VECO, MKSI, TSEM, POET, LWLG, MTSI, LITE, COHR, plus 17 more.

Watchlist

Photonics Stack - 8-layer breakdown

The entire photonics value chain mapped end-to-end, from MOCVD reactors to AI-cluster optical switches. Front-end fabrication (layers 1-4) covers equipment, photonic ICs, discrete components, and substrates. Back-end fabrication (layers 5-8) covers transceivers, packaging, test, and systems. Each layer flags one "top pick" (★) per The Analyst's framework. Companion to the $LYTE ETF coverage - same universe, different lens: the ETF wraps the thesis, this watchlist breaks it down by capability layer.

source: x-the-analyst-2026-05-21

Aligns with the Networking / Optical bubble9/27

Hypothetical· equal-weight buy at inception, mark-to-market today

May 21 → Aug 14 · 25/27 picks · equal-weight

-11.1%

Photonics Stack - 8-layer breakdown

+4.3%

SPY

-15.5%

alpha

topTER+18.6%·IQE+16.8%·ASML+15.5%

dragLWLG-43.9%·POET-35.5%·AXTI-33.2%

1 · Manufacturing Equipment

4 picks

2 · Photonic Integrated Circuits

4 picks

3 · Discrete Photonic Components

4 picks

4 · Substrates & Wafers

4 picks

5 · Transceivers & Subsystems

2 picks

6 · Packaging & Assembly

2 picks

7 · Test & Measurement

3 picks

8 · Systems & Networking

4 picks

#1
AVGOBroadcom Inc.
★ Broadcom - top pick. Tomahawk switches, custom AI silicon, co-packaged-optics roadmap; the systems-level integrator of photonics.
$392.99last
$336fib
+17.0%vs fib
#2
CIENCiena Corporation
Ciena - coherent optical networking for DCI + AI cluster scale-out.
$428.77last
#3
MRVLMarvell Technology, Inc.
Marvell - optical DSPs, custom AI silicon, electro-optical I/O.
$222.02last
$126fib
+76.2%vs fib
#4
NVDANVIDIA Corporation
NVIDIA - Quantum + Spectrum-X switches consuming photonic interconnects at AI scale; CPO roadmap announced.
$225.16last
$71fib
+217.1%vs fib

Frequently asked questions

What stocks are in the Photonics Stack - 8-layer breakdown watchlist?: The Photonics Stack - 8-layer breakdown watchlist tracks 27 tickers on QuantAbundancia: AIXXY, ASML, VECO, MKSI, TSEM, POET, LWLG, MTSI, LITE, COHR, plus 17 more.
What is the Photonics Stack - 8-layer breakdown watchlist?: The entire photonics value chain mapped end-to-end, from MOCVD reactors to AI-cluster optical switches. Front-end fabrication (layers 1-4) covers equipment, photonic ICs, discrete components, and substrates. Back-end fabrication (layers 5-8) covers transceivers, packaging, test, and systems. Each layer flags one "top pick" (★) per The Analyst's framework. Companion to the $LYTE ETF coverage - same universe, different lens: the ETF wraps the thesis, this watchlist breaks it down by capability layer.

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