$Tower Semicon(TSEM.US) and the Photonics Supercycle…Doesn’t like they’re bothered with Iran or Silver and Gold crashing?Almost every name from $Applied Optoelectronics(AAOI.US), $Coherent Corp.(COHR.US), $SIVE, to $Lumentum(LITE.US) is green.This is what happens when capacity is sold out for the next few years or it’s in the center of scaling the AI buildout.Better to stay long rather than get distracted by macro.Source: Serenity