Eric

[Ari K @arikuschnir]

WE'D LIKE TO BUY THE WORLD SOME TIME...

[Geronimo Morgans @GeronimoMorgans]

Probably the best advice you need right now as a human being.

[Levi | Crypto Crusaders @LeviCryptoGuy]

The White Bull $LEVI is real...

I'll start airdropping holders ASAP, also will fully lock LP and never sell a single token.

If you want airdrops like/retweet & buy the token

6baGyq4HLbUn93MQUGFqBktpXP8BRjpoxSsAap4ppump

[Manchester City @ManCity]

Erling Braut Haaland.

[Small Cap Snipa @SmallCapSnipa]

$IREN LAUNCHES STRATEGIC PARTNERSHIP WITH NVIDIA TO DEPLOY 5 GW

SWEETWATER WILL BE THE FLAGSHIP SITE

[Eric @Emoneysocal]

@TheCinesthetic

[Eric @Emoneysocal]

@StockMKTNewz Buying more $ONDS

[Eric @Emoneysocal]

@YodaStockInvest B) $IREN

[InvestmentGuru @InvestmentGuru_]

PHOTONICS / OPTICAL STACK — THE FULL VALUE CHAIN

“The layer below the chips” — AI’s real bottleneck

Layer 1 — Materials
Foundation of everything (InP, fiber, wafers)
$AXTI $GLW $COHR

Layer 2 — SiPh Foundries
Where photonic chips are fabricated
$TSMC $GFS $TSEM

Layer 3 — Lasers (Bottleneck)
EML + CW lasers — tightest supply in the chain
$LITE $COHR $AAOI $FN

Layer 4 — PICs (Optical Chips)
Integration layer replacing discrete components
$POET $LWLG $MRVL $AVGO

Layer 5 — Transceivers
400G → 800G → 1.6T data movement
$CIEN $AAOI $LITE $COHR

Layer 6 — Co-Packaged Optics (CPO)
Next-gen architecture — optics + silicon combined
$NVDA $AVGO $MRVL $COHR $LITE $ALAB

Layer 7 — Optical Switching (OCS)
Routing light without electrical conversion
$CIEN $COHR $LITE

Layer 8 — Networking Systems
DCI, long-haul, metro infrastructure
$CIEN $ANET $NOK

Layer 9 — Test & EDA
Hidden backbone enabling scale
$KEYS $FORM $ANSS

Layer 10 — Demand Drivers
Hyperscalers pulling the entire chain
$NVDA $META $GOOGL $MSFT $AMZN

THE BIG PICTURE (2026–2027)
- AI demand is exponential
- Electrical interconnects are hitting limits
- Optical = the only scalable solution

Key Constraint: Laser supply (InP → EML/CW)
→ Bottleneck today = pricing power tomorrow

This isn’t a single stock trade.
It’s a full-stack infrastructure shift — like semis in the early 2000s.

The winners won’t just be chipmakers…
They’ll be the ones enabling light-speed data movement.

Not financial advice. DYOR.

Bookmark this, retweet for others

[Eric @Emoneysocal]

@TheRonnieVShow $ONDS

[Eric @Emoneysocal]

Here’s a ranking of the top space stocks right now, from most established to most speculative:

1. Rocket Lab $RKLB
2. Lockheed Martin $LMT
3. Northrop Grumman $NOC
4. AST SpaceMobile $ASTS
5. Intuitive Machines $LUNR
6. Firefly Aerospace $FLY

#NFA