4.5K
AUIf I were starting to invest in AI right now this Photonics Next portfolio is probably where I’d begin
It’s already up 23 percent in the past month so here’s a quick breakdown of the five main positions driving it
Applied Optoelectronics is in there because they make critical components tied to the AI bottleneck and as a smaller company it carries more upside with more risk
Coherent made the list after Nvidia put billions into the company which signals how important its tech is to the space
Lumentum is another Nvidia backed name building advanced lasers that help scale the data systems AI depends on
There’s also a position in treasuries acting as dry powder to move on new opportunities when they show up
And Ciena rounds it out as one of the key players building the infrastructure that connects massive data centers together
The portfolio was built by Michael Sikand and already has hundreds of thousands of dollars following it
You can check the full breakdown and performance on Autopilot and even connect your own brokerage to follow it automatically
At this point if you’re still guessing on stocks instead of leveraging strategies like this you’re probably already behind
@autopilot
