Ep. 31 - Top 5 Silicon Photonics Stocks to Own in 2026 and Beyond

The Speed of Light: 5 Stocks Powering the Silicon Photonics RevolutionIf you missed the massive memory trade of 2026, silicon photonics is the next big opportunity. Today's AI data centers are facing extreme "information congestion" because traditional copper wires generate too much heat and simply cannot move data fast enough. The solution is silicon photonics—integrating optical switches directly onto chips to transmit data at the speed of light. The bottleneck is so severe that Nvidia's Jensen Huang has explicitly stated the world needs substantially more silicon photonics capacity, prompting massive investments in the space.In this video, we break down the different layers of the optical ecosystem and cover five highly-rated stocks you need to know about:3:12 #Lumentum Holdings (LITE) Lumentum operates as the "laser engines" powering the AI highway. They create the lasers that convert electrical signals into the pulses of light needed for optical networks. The company is seeing heavy institutional inflows and recently secured a $2 billion investment from Nvidia.6:23 #Coherent (COH) If Lumentum creates the light, Coherent ensures it is measured, shaped, and routed with extreme precision. As AI networks scale, this pinpoint laser precision is crucial. Coherent also secured a $2 billion Nvidia investment, backed by massive Q3 financial beats including 55% earnings per share growth.10:03 #MarvellTechnology (MRVL) Marvell acts as the "intelligent traffic controller" of the AI data center, directing enormous amounts of data between thousands of processors so they can operate as one unified brain. Fueled by their recent acquisition of Polariton Technologies and a $2 billion Nvidia investment, Jensen Huang has even suggested Marvell could be the next trillion-dollar company.13:25 #GlobalFoundries (GFS) Every ecosystem needs a foundation, and GlobalFoundries is the master builder manufacturing these advanced semiconductor chips. Backed by Trump administration investments in quantum computing, they are positioned as a pure-play manufacturer for silicon photonics, projecting a $2 billion revenue run rate in this segment by 2030.16:08 Tower Semiconductor (TSEM) While GlobalFoundries handles large-scale, generalized manufacturing, Tower Semi specializes in highly customized, bespoke manufacturing processes—like building a Formula 1 race car. Experiencing massive institutional buy pressure without a single outflow this year, Tower Semiconductor already has $1.3 billion in contracted silicon photonics revenue lined up for 2027.👍If you found this data-driven breakdown helpful, please like and subscribe to our channel for more unique market insights!🔔Be sure to check out our previous video on Quantum Computing 📺WATCH➡️https://youtu.be/lJn8Lfr_Jqg📅And tune in next week for more coverage on the photonics space, releasing on Thursday at 9 a.m. Eastern.Keep in mind that this content is never personal financial advice.#SiliconPhotonics #Photonics #AI #TowerSemi #DataCenters #Semiconductors #investing #LucasDowney #JasonBodner #MoneyFlows