.@jukan05 is short-term bearish on memory + holding no memory position. Spotlight now shifted to photonics. Related stocks include $LITE, $COHR, $AAOI, $AEHR, $MRVL. And yes, photonics have gone through bloodbath after an insane surge this year. After topping in June, most, if not all, have gone through sharp pullbacks. This might be the time for photonics stocks to take their turn and shine again. If you too want to learn about photonics, we recommend these traders, where we read their tweets and have actually learn a lot from them 👇🏻 @PhotonCap - Korean investors; writes deep technical posts focused on the physics, materials, and manufacturing of photonics. @ren_stocks - open and transparent on his portfolio; creates beautifully crafted, detailed supply chain infographics for better reader understanding. @michaelsikand - thematic investor who runs different baskets, including AI, memory, and optics. Top 2 highest performer on @joinautopilot, with his curated "Photonics is Next" basket up 27.2% over the past week. @KawzInvests - went all in into photonics. Shares detailed coverage of the full optical supply chain. @BroBean88 - valuable China perspective and synthesis; highlights the effects of US-China decoupling, including optics bans and dual supply chains. Cheers!