J.P. Morgan + SpaceX= Largest IPO
Congratulations to the @spaceX team on this milestone, we were proud to serve as a lead bookrunner on the transaction.
The Photonics Ecosystem: Explained
Every segment, group, and notable stock within below. you'll want to bookmark this...
UPSTREAM
- Materials: $GLW $AXTI $ALMU $LWLG
- Wafer: $TSM $GFS $TSEM $SKWT
MIDSTREAM
- Optical Components: $HIMX $LPTH $OPTX $MTSI
- Lasers & Light: $LITE $IPGP $COHR $LASR
- Transceivers: $AAOI (+ others)
- Packaging: $FN $AMKR $POET
DOWNSTREAM
- Switch & Interconnect: $AVGO $MRVL $CRDO $NVDA
- Networking: $JNPR $CIEN $CSCO $ANET
- Testing: $AEHR $ONTO $VIAV $FORM
I made this tool to help me understand the segmentation of the photonics world. I am not a photonics expert. If I missed anything, or need to move something around, let me know!