Lightwave Logic Inc (LWLG)

[tkg]

The explosive growth of AI data centers has created a massive bottleneck in data transfer speeds, shifting the industry focus from compute power to optical interconnects. This is driving a structural re-rating across the entire optical supply chain, from foundational materials to advanced packaging and testing, as hyper-scalers aggressively upgrade to 800G and 1.6T networking to support next-generation GPU clusters.

$AXTI: 19.12%
$AAOI: 15.74%
$AEHR: 14.80%
$LITE: 14.73%
$BESIY: 10.05%
$CIEN: 8.28%
$COHR: 7.04%
$POET: 6.53%
$FORM: 4.74%
$GLW: 4.67%
$TSEM: 4.40%
$KEYS: 3.52%
$LWLG: 2.62%
$ALMU: 2.53%
$NDX: 1.32%
$GFS: 1.07%
$SPX: 0.83%

$POET, $LWLG, $ALMU: Represents specialized, emerging bets on next-generation photonic integrated circuits and electro-optic polymers designed to lower power consumption.

As of March 9, 2026

The Silicon Photonics and Optical Networking sector is showing strong bullish momentum, led by a massive surge in $AXTI. This follows renewed investor confidence regarding the company's progress on export permits and surging demand for its indium phosphide… pic.twitter.com/ovzyPYxiEu

— Photon Capital (@PhotonCap) March 9, 2026