RT Investing visuals
A breakdown of the photonics value chain and best positioned business:

Layer 1: Materials & wafers
• $GLW
• $AXTI
• $IQE
• $AIXA
• $AMS

Layer 2: Core photonic devices
• $IPGP
• $COHR
• $LITE
• $LASR
• $SIVE

• Layer 3: Components & modules
• $AAOI
• $MTSI
• $FN
• $VIAV
• $LPTH

Layer 4: Systems & equipment
• $ASML
• $BESI
• $ASM
• $LPKF
• $MKS

Layer 5: Test, metrology & yield
• $CAMT
• $FORM
• $AEHR
• $ONTO
• $VIAV

Investing visuals: Photonics stocks are going parabolic:

• $LITE +1621%
• $AAOI +1434%
• $COHR +529%
• $CRDO +377%
• $VIAV +353%
• $FN +281%
• $MTSI +189%
• $MRVL +186%
• $IPGP +136%
• $POET +127%

RT Serenity
Yes. The President invoked the "Defense Production Act" 2 days ago.

To expand on domestic infra.

Implicit beneficiaries were:

Transmission & Advanced Conductors:
$AMSC - HTS Wires (advanced conductors), power electronics
$PLPC - advanced conductors
$ATKR - transmission components
$VMI - grid components

Power Electronics
$AEIS - power control electronics
$VICR - power delivery

Capacitor Banks
$VSH - power capacitors and capacitor banks

Substations & High-Voltage Circuit Breakers
$POWL - substations/switchgear
$AZZ - substations

Transformers
$HPS.A - My favorite for transformers
$SPXC - power transformers

Electrical Core Steel
$CLF - Only producer of electrical steel in America?

This included:
-Transformers
- transmission components
- advanced conductors
- power electronics
- substations
- high-voltage circuit breakers
- protective relays, capacitor banks
- electrical core steel

TLDR: The executive action declared a national energy emergency regarding the domestic supply chain for grid infrastructure. Authorized federal funding, purchase commitments, and expedited actions to rapidly expand the manufacturing.

Lot of beneficiaries, I made a mini ETF of with $AMSC, $CLF, $PLPC, and then $HPS.A; dont have any of the others.

There's probably going to be a bunch of DOE contracts in the next 3-6 months like " DoE Awards ___ to $POWL " off this act is my guess.

Rumo: @aleabitoreddit Did you look into superconductor companies like $asmc yet?