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Photonics & Optical Interconnect

Photonics moves data as light rather than as electricity, which is the only practical way to carry the traffic between racks in a large AI cluster. Optical transceivers and co-packaged optics have become a bottleneck of their own.

20 stocks

Calls
Puts
Net calls
Funds Holding 1,166
Funds Holding Change +34
Funds Holding Growth +3%
Value $34.6B
Holding in Top 10 49
Top 10 Change +16
Top 10 Growth +48%
Value Growth +14%
New 153
Increased 401
Reduced 410
Closed 103
Capital Inflow $2.91B
Capital Outflow $2.41B
Net Capital Flow +$499M
Capital Flow Change -$474M
Calls $679M
Puts $434M
Net Calls +$245M
Put/Call Ratio 0.64