#AI Stocks Keep Rising—What Other Investment Opportunities Are There?
Lumentum said in talks with Stifel at ECOC 2026 that demand for Nvidia Spectrum-6 CPO ultra-high-power lasers is clearly increasing, and that this kind of laser demand still exceeds supply.
That said, this doesn’t directly transmit along the chain much—the stock tokens like $AAPL $AVGO $PLTR are a more closely related observation window. Serenity also cited Digitimes, saying that Win Semi is expanding its continuous-wave laser capacity, and related products are expected to roll out gradually in the second half of 2026.
It will take more than a year for capacity to land; any delivery delay in the meantime would cause the pricing of this optical module narrative to be repriced again, and that’s the part I can’t quite gauge.
Lumentum said in talks with Stifel at ECOC 2026 that demand for Nvidia Spectrum-6 CPO ultra-high-power lasers is clearly increasing, and that this kind of laser demand still exceeds supply.
That said, this doesn’t directly transmit along the chain much—the stock tokens like $AAPL $AVGO $PLTR are a more closely related observation window. Serenity also cited Digitimes, saying that Win Semi is expanding its continuous-wave laser capacity, and related products are expected to roll out gradually in the second half of 2026.
It will take more than a year for capacity to land; any delivery delay in the meantime would cause the pricing of this optical module narrative to be repriced again, and that’s the part I can’t quite gauge.