Photonics Is Down, Wall Street Still Loves Semiconductors

AfraSimon
07-14

AI infrastructure remains one of the market's biggest long-term themes, but leadership is starting to diverge.

Photonics names have pulled back sharply, while Wall Street still sees meaningful upside across several semiconductor leaders.

Here's a quick snapshot. 👇

1.Which Photonics stock is the best buy today?

- $POET Technologies Inc(POET)$ at 60% Drawdown

- $Silver Verde May Mining Co., Inc.(SIVE)$ at 55% Drawdown

- $Applied Optoelectronics(AAOI)$ at 46% Drawdown

- $IPG Photonics(IPGP)$ at 30% Drawdown

- $Ciena(CIEN)$ at 26% Drawdown

- $Lumentum(LITE)$ at 24% Drawdown

- $Coherent(COHR)$ at 24% Drawdown

2.Semiconductor Street Consensus Price Targets:

- $Micron Technology(MU)$ $1,560 60% Upside

- $NVIDIA(NVDA)$ $309 47% Upside

- $Broadcom(AVGO)$ $513 28% Upside

- $ASML Holding NV(ASML)$ $2,120 18% Upside

- $Marvell Technology(MRVL)$ $270 15% Upside

- $Taiwan Semiconductor Manufacturing(TSM)$ $507 17% Upside

- $ARM Holdings(ARM)$ $334 3% Upside

- $Advanced Micro Devices(AMD)$ $520 -7% Downside

- $Intel(INTC)$ $103 -7% Downside

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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