Optics will likely follow memory in the AI supercycle

Here are some of the top optics stocks to consider for your portfolio:

— $COHR | Coherent – Makes the high-speed lasers and fiber-optic parts that move data between servers in cloud and AI data centers.

— $LITE | Lumentum – Supplies optical modules and lasers that big cloud providers use to upgrade their data-center and AI networks to higher-speed connections.

— $AAOI | Applied Optoelectronics – Builds fiber-optic modules that plug into servers and switches so hyperscalers can move data quickly inside modern data centers.

— $FN | Fabrinet – Contract manufacturer that assembles a large share of the industry’s advanced optical modules for major networking and AI customers.

— $CIEN | Ciena – Sells optical networking systems that carry huge amounts of traffic between data centers and across long-distance fiber networks.

— $MRVL | Marvell – Designs the chips that sit inside high-speed optical modules and switches, letting AI clusters communicate efficiently at massive scale.

— $GLW | Corning – Provides the fiber-optic cable and connectivity hardware that data centers and telecom operators use to build out high-bandwidth networks.

— $VIAV | Viavi Solutions – Makes optical components and test tools that network operators use to build, check, and maintain fast fiber-optic networks.

— $NOK | Nokia – Through its optical networking business, provides coherent optical systems and transport gear that boost capacity on fiber links between large data centers and across regions.

— $POET | POET Technologies – Microcap photonics company developing compact optical engines for high-speed links in AI and cloud data centers.

— $LWLG | Lightwave Logic – Early-stage company working on new electro-optic materials that could make future data-center optical links faster and more efficient.