The photonic supply stack trade has a clear hierarchy: substrate (AXTI) feeds laser dies (LITE) feeds integrated systems (COHR). Each layer is mispriced relative to the one above it. Space is getting a sentiment re-rate from the SpaceX S-1 with LUNR as the cleanest liquid expression. The broader market is in ATH digestion mode, which means these off-the-radar verticals are doing their best work quietly — for now.
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