SOI

SSerenitySOSOIBUYM-term · Medium-term · LeaningMRMRVLBUYM-term · Medium-term · LeaningAAAAOIBUYS-term · Short-term · ConditionalAEAEHRBUYM-term · Medium-term · LeaningShow more2026-04-06

It's extremely early in the next inflection point: I personally like $SIVE, $AEHR if I had to pick two more smaller purer play companies around now, maybe throw in $AAOI on the next drop, and for safer, $SOI, $MRVL seem solid.

SSerenitySOSOIBUYM-term · Medium-term · LeaningAEAEHRBUYM-term · Medium-term · LeaningTSTSEMBUYM-term · Medium-term · LeaningSISIVEBUYM-term · Medium-term · LeaningShow more2026-04-06

$TSEM, $AEHR, $SIVE, $SOI and Win Semi are my pure-play picks for the photonics supercycle, and I've longed $LITE and $AAOI since last year. A lot of these companies are likely going to re-rate hard.