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…
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