- $AAOI at $12B
- $SIVE at $2B
- Foci at $2.8B
- Shunsin at $2B
Usually the best risk/reward to me currently. Lot of my answers before like $AXTI already 10x’d, so different lineup this time.
$AAOI due to absurd H1 2027 revenue projections from capacity ramp, doing everything from laser fab to assembly in America.
$471M/month… that’s in 2027, the TAM increases exponentially in 2028.
$SIVE is also ramping absurdly high, 77% revenue pipeline growth of the entire company’s history to ~$799M
Primarily from photonics… in a single quarter. And they’re projecting 60% gross margins off that.
Foci - $NVDA / $TSM primarily FAU supplier and bottleneck for COUPE. Genuinely not sure how this is $2.8B.
BOM share for their passive components + FAU are massive in 2028. Just a bit early H1 2026.
Shunsin - Legit you see Foxconn get CPO/photonics related orders over and over for $NVDA and others.
Just nobody knows the packaging/testing gets done by Shunsin.
A lot of contracts are also under Shunsin’s subsidiary too.. so markets/algorithms don’t know what’s coming imo.
Runner up is $XFAB, they’ll probably be central to EU CHIPS act 2 for silicon photonics at ~$1.5B MC.
And of course SiC/GaN foundries should go brr with 800vdc push by Nvidia.
Especially if they’re the only high volume one in United States per Dpt. Of Commerce.
And it’s such a low price/book ratio so you’re kinda getting the company upside for free, while US Gov/EU Gov subsidize their capex.