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%

What I would do for these prices again...

$ONDS: $2.65 → $11.16
$IREN: $16.26 → $52.36
$NBIS: $59.05 → $91.46
$CIFR: $7.24 → $16.49
$MU: $107.38 → $389.09
$VSAT: $20 → $42.75
$BABA: $117.82 → $171.37
$HUT: $26.81 → $56.39
$LRCX: $98.45 → $222.87
$YOU: $30.16 → $35.01
$CAMT: $82.59 → $142.64
$W: $71.85 → $110.13
$CELH: $42.59 → $54.54
$RKT: $16.96 → $21.21

RonnieV: MORE WINNING from High Five Collective Monthly Trading Framework Portfolio!

$ONDS $IREN $NBIS $CIFR $MU $VSAT $BABA
$HUT $LRCX $YOU $CAMT $W $CELH $RKT