Daily Mkt Diagnosis: On Thursday, ahead of a 3 day weekend for America's Birthday, the Ai growth stocks get WHACKED again and Nas clocks another dist day with clustering and is back below 21 day ema and 50 day line too, and IBD drops to 60%/80% invested level; NYSE and Dow hit more ATHs/ATCHs; the damage to the growth stock trade in all things Ai is revealed by the chart damage as lots plunge through the 21 day and 50 day guardrails. Those breaking 21 day include $CRDO $OUTS $SMTR $MU $SNDK $UCTT $INTC $MRVL $ARM $ANET $TSM $WDC $ASML $GLW and $DELL. Those going further and breaking 50 day line include $CIEN $VIST $VRT $NVMI $SYNA $ENTG $STX $TTMI $VIAV $MTSI $VICR $LITE $MOD $IPGP $AAOI $TSEM $COHR $KEYS $VIAV $FN $FIX $PWR $AEHR. Watching to see if this is start of something more serious or just a normal and natural pullback--watching to see how these former leaders act at these key MA lines. Nas futures up 1% this morning--will see if it gaps and can hold the gap. Difficult environment still as uptrend under pressure along with power trend under pressure.

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$DIOD $KLIC $COHU $AMKR $VECO $IPGP $LRCX $ACLS $ADI $FORM tickeron.com/blogs/diod-vs-k…

1 // 🔥 $IPGP $COHR $LITE $LASR $SIVE ✈️🤑⁉️ 2 // 🔥 The setup phenomenon - J L H L - R G C. Free float in J L H L will soon be owned by those who hold/buy, maybe a $ RGC 2? who did value x 1243 🚀 🤑 ⁉️

许多光子学股票较其高点下跌了30-40%。 这是一个很好的时机 Layer 1:$GLW • $AXTI • $IQE • $AIXA • $AMS Layer 2:$IPGP • $COHR • $LITE • $LASR • $SIVE Layer 3: $AAOI • $MTSI • $FN • $VIAV • $LPTH Layer 4: $ASML • $BESI • $ASM • $LPKF • $MKS Layer 5: $CAMT • $FORM

Many photonics names are down 30-40% from their highs. A great time to revisit the photonics value chain and best positioned businesses: Layer 1: Materials & wafers • $GLW • $AXTI • $IQE • $AIXA • $AMS Layer 2: Core photonic devices • $IPGP • $COHR • $LITE • $LASR • $SIVE Layer 3: Components & modules • $AAOI • $MTSI • $FN • $VIAV • $LPTH Layer 4: Systems & equipment • $ASML • $BESI • $ASM • $LPKF • $MKS Layer 5: Test, metrology & yield • $CAMT • $FORM • $AEHR • $ONTO • $VIAV

$DIOD $KLIC $COHU $AMKR $IPGP $VECO $ADI $ACLS $FORM $LRCX tickeron.com/blogs/diodes-in…

Many photonics names are down 30-40% from their highs. A great time to revisit the photonics value chain and best positioned businesses: Layer 1: Materials & wafers • $GLW • $AXTI • $IQE • $AIXA • $AMS Layer 2: Core photonic devices • $IPGP • $COHR • $LITE • $LASR • $SIVE • Layer 3: Components & modules • $AAOI • $MTSI • $FN • $VIAV • $LPTH Layer 4: Systems & equipment • $ASML • $BESI • $ASM • $LPKF • $MKS Layer 5: Test, metrology & yield • $CAMT • $FORM • $AEHR • $ONTO • $VIAV

🔌 Copper interconnects inside AI data centers are hitting a wall. At 800G , copper's resistive losses and heat make it physically unscalable for anything beyond a few meters. The industry is already shifting scale-out links to optics — Broadcom, Nvidia, and TSMC are all shipping co-packaged optics in 2026. Scale-up (inside the rack) is next in line. Optical interconnect market: ~$16B in 2024 → projected $34-41B by 2030. The stock map across the photonics stack: 🔹 Layer 1 — Materials & wafers $GLW $AXTI $IQE $AIXA $AMS 🔹 Layer 2 — Core photonic devices $IPGP $COHR $LITE $LASR $SIVE 🔹 Layer 3 — Components & modules $AAOI $MTSI $FN $VIAV $LPTH 🔹 Layer 4 — Systems & equipment $ASML $BESI $ASM $LPKF $MKS 🔹 Layer 5 — Test, metrology & yield $CAMT $FORM $AEHR $ONTO $VIAV Reality check: this isn't "copper is dead." Industry consensus at OFC 2026 is heterogeneity — copper still wins scale-up for now, optics is winning scale-out. But most of these names already ran hard this year and are extremely volatile on any single headline. Not financial advice — just mapping the theme. Which layer has the most room left, or is this already priced in? #Photonics #AI #Semiconductors #DataCenters

许多光子学股票较其高点下跌了30-40%。#FOTO 这是一个很好的时机，重温光子学价值链以及最具优势的企业： Layer 1: 材料与晶圆 • $GLW • $AXTI • $IQE • $AIXA • $AMS Layer 2: 核心光子器件 • $IPGP • $COHR • $LITE • $LASR • $SIVE • Layer 3: 组件与模块 • $AAOI • $MTSI • $FN • $VIAV • $LPTH Layer 4: 系统与设备 • $ASML • $BESI • $ASM • $LPKF • $MKS Layer 5: 测试、计量与良率 • $CAMT • $FORM • $AEHR • $ONTO

🔬 Photonics Stocks: Key Value Chain Players to Watch | July 4, 2026 🔹 Many photonics-related stocks are currently trading 30–40% below their recent highs, prompting investors to revisit the sector for potential long-term opportunities. 🔹 Layer 1 – Materials & Wafers • $GLW (Corning) • $AXTI (AXT) • $IQE (IQE plc) • $AIXA (AIXTRON) • $AMS (ams-OSRAM) 🔹 Layer 2 – Core Photonic Devices • $IPGP (IPG Photonics) • $COHR (Coherent) • $LITE (Lumentum Holdings) • $LASR (nLIGHT) • $SIVE (SiTime) 🔹 Layer 3 – Components & Modules • $AAOI (Applied Optoelectronics) • $MTSI (MACOM Technology Solutions) • $FN (Fabrinet) • $VIAV (Viavi Solutions) • $LPTH (LightPath Technologies) 🔹 Layer 4 – Systems & Equipment • $ASML (ASML Holding) • $BESI (BE Semiconductor Industries) • $ASM (ASM International) • $LPKF (LPKF Laser & Electronics) • $MKS (MKS Instruments) 🔹 Layer 5 – Test, Metrology & Yield • $CAMT (Camtek) • $FORM (FormFactor) • $AEHR (Aehr Test Systems) • $ONTO (Onto Innovation) • $VIAV (Viavi Solutions) 🔹 As AI infrastructure, optical networking, silicon photonics, and advanced semiconductor manufacturing continue to evolve, these companies represent important parts of the global photonics ecosystem. #Photonics #Semiconductors #AI #OpticalNetworking #SiliconPhotonics #Investing #StockMarket #TechStocks #USMarkets

Many photonics names are down 30-40% from their highs. A great time to revisit the photonics value chain and best positioned businesses: Layer 1: Materials & wafers • $GLW • $AXTI • $IQE • $AIXA • $AMS Layer 2: Core photonic devices • $IPGP • $COHR • $LITE • $LASR • $SIVE • Layer 3: Components & modules • $AAOI • $MTSI • $FN • $VIAV • $LPTH Layer 4: Systems & equipment • $ASML • $BESI • $ASM • $LPKF • $MKS Layer 5: Test, metrology & yield • $CAMT • $FORM • $AEHR • $ONTO • $VIAV The deep dive below covers these layers and companies in much more detail, along with many visuals to help you understand the technical concepts. Enjoy!

Les actions les plus prometteuses selon moi dans l’IA : -> Photonics & Lasers : $SIVE $LPKF $FLNC $LASE -> Foundry : $GFS -> Laser & Precision Tech : $IPGP T'en vois d'autres ?

We are entering the era of Physical Al. • AI Compute: $NVDA $AMD $AMBA • SensOrs: $OUST $AEVA $CGNX $NOVT $IPGP • RobOtiCs: $ABBNY $YASKY $OMRNY $TER $MIELY • Automation: $SYM $AMZN $RR $SERV • Drones & Defense: $AVAV $UMAC $PDYN • Medical Robotics: $JNJ $SNN $ZBH $GMED • Autonomous Mobility: $TSLA $XPEV The next Al wave won't just be chatbots—it will be machines.

0407_photonics weekly performance $AEHR -29,19 $LASE -20,45 $GFS -18,9 $TSEM -18,83 $COHR -18,14 $AXTI -18,01 $MTSI -17,41 $VIAV -17,41 $WOLF -16,3 $LITE -15,51 $GLW -13,69 $POET -13,52 $CIEN -12,84 $MRVL -12,79 $AAOI -12,7 $FN -12,01 $UMC -11,5 $SIVE_SS -11,36 $HIMX -11,27 $LWLG -9,8 $CRDO -9,75 $STM -8,72 $AIXA -5,45 $IPGP -4,5 $IQE -4,17 $ALRIB -0,18 $LASR 1,3 $OPTX 10,92 $MVIS 21,226

「裁縫は女性の仕事とされているか」も然り。そういうジェンダーロールが染みついた20世紀末～21世紀初頭人以外にとっては、男女問わずふだんからみんながしている日常仕事だそうです(その銀狼も慣れた手つきで仕事してますね)

🔭 Hawking Radiation — No Longer Just Theory? Scientists have experimentally observed the *backreaction* of stimulated Hawking radiation using an optical analogue — a fiber-optic system that mimics the physics of a black hole's event horizon. This is a landmark step: Hawking radiation was predicted in 1974, but direct observation near real black holes remains impossible. Optical analogues let physicists probe quantum effects at the event horizon in a lab setting. The backreaction — how emitted radiation affects the "horizon" itself — is key to understanding black hole evaporation and the famous information paradox. This experiment brings us closer to resolving one of physics' deepest mysteries. 🌌 Companies in this space: Coherent Corp. ($COHR, NYSE), II-VI / MKS Instruments ($MKSI, NASDAQ), IPG Photonics ($IPGP, NASDAQ) ---