#COHR

May 10, 2026

Photonics Empire 2.5: The Ruler Changed — Why GLW Is Now #1 and NOK Is the Structural Value Play

Six photonics names reported in nine days. All beat. Half sold off anyway. NVDA committed up to $3.2B to GLW; LITE joins the Nasdaq-100 on May 18; NOK raised optical guidance 800bps mid-cycle. The original 8-name framework is now 14 names across 6 tiers: GLW #1 (catalyst), LITE #2 (index inclusion), COHR #3 (highest quality), NOK #4 (structural value). Two whole tiers added: foundry (TSEM) and optical DSP (MRVL/CRDO/ALAB).

May 4, 2026

Photonics Empire II: $700B Capex Confirmed — Time to Rewrite the Allocation?

Five weeks ago I ranked 8 photonics companies. Last night, Mag-7 Q1 2026 raised combined 2026 capex to $695-725B. 7 of 8 names unchanged in ranking, 1 trimmed (LITE short-term), 2 internal weight tweaks — but conviction in every name went up.

Mar 22, 2026

The Photonics Power Ranking: 8 Stocks Powering AI's Optical Backbone

A definitive ranking of 8 photonics companies powering the AI infrastructure supercycle — from Coherent to IPG Photonics. Covering COHR, FN, CIEN, GLW, VIAV, LITE, AAOI, and IPGP with actionable buy/hold/pass verdicts, valuation analysis, and portfolio allocation.