The Optical AI Boom’s Biggest Winners: 3 Under-the-Radar Stocks Fueling the Revolution
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AXT (AXTI) manufactures indium phosphide wafer substrates with a record $60M backlog despite flat annual revenue, positioning the company to double InP capacity by end-2026 as Q1 guidance projects sequential growth to $26-28M in revenue. Lumentum Holdings (LITE) ships
Quick Read
AXT (AXTI) manufactures indium phosphide wafer substrates with a record $60M backlog despite flat annual revenue, positioning the company to double InP capacity by end-2026 as Q1 guidance projects sequential growth to $26-28M in revenue. Lumentum Holdings (LITE) ships
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