Demand for optics is going "nuts" according to $AVGO.

"It's just very, very strong. And by extension, demand for the optical components like lasers, PIN diodes just going nuts."

Here's your plays 👇

Foundries

1. Fabrinet | $FN

2. GlobalFoundries | $FS

Optical Components

1. Lumentum | $LITE

2. Coherent | $COHR

3. Applied Optoelectronics | $AAOI

4. Ciena | $CIEN

5. Commscope | $COMM

Silicon Photonics & CPO

1. Broadcom | $AVGO

2. Marvell | $MRVL

3. MACOM Technology | $MTSI

4. Credo Technology | $CRDO

Other

1. AXT | $AXTI

2. POET Technologies | $POET

3. Lightwave Logic | $LWLG

4. Aeluma | $ALMU