2 Photonics Stocks to Buy on Super Sale

AI stocks have fallen dramatically.

This means it’s time to go bargain hunting.

Today we’ll cover 2 photonics stocks to buy on super sale.

Last week, multibillion-dollar hedge fund Situational Awareness had to unwind positions.

Steep losses on highly levered positions created margin calls.

This spiraled into a forced selling event…causing many AI stocks to plummet simply due to a mechanical unwind.

Remember, stocks rise and fall simply due to one powerful force: Supply and demand.

Every now and then, overwhelming sell orders send prices to bargain levels.

That’s the situation today.

Below we’ll break down 2 top tier names to consider in the optics space.

Each company sports healthy fundamentals and plenty of institutional support.

2 Photonics Stocks to Buy on Super Sale

Photonics and fiber optics are a core theme in the AI buildout.

We’ve highlighted top stocks repeatedly in the space.

Today we’ll reinforce that stance with all-star stocks on super sale.

Our first photonics stock to consider owning is Corning (GLW). The $135 billion market cap player is known for making glass and fiber optics.

Every hyperscale data center being built today needs miles of fiber.

This is why Corning’s Optical Communications Segment sales estimates are exploding.

Next year, analysts estimate sales of $11.3 billion, then jumping to just over $14.5 billion in 2028:

With huge backlogs, Corning is right at the heart of the AI infrastructure buildout.

And our data highlights just how much money has been plowing into the shares.

Below, note the massive inflows lifting GLW higher and higher (left). Also, I’ve circled the recent outflows which line up right with the liquidation event.

Anytime high-caliber stocks go on fire sale, we see a huge opportunity:

Listen, great stocks are going to drop from time to time.

When the business fundamentals haven’t changed, it’s a great scoop.

Let’s do another.

The number 2 photonics stock to consider buying is Coherent (COHR). The $64 billion market cap firm specializes in lasers, optical transceivers, and silicon photonics.

It’s one thing when the story is great. It’s another when the fundamentals back it up.

Here we can see that Coherent has had a solid history of positive EPS surprises (left) and healthy revenue growth (right).

Their latest quarterly results showed a 20.5% revenue growth rate:

These are the kinds of metrics that get institutional investors excited.

Notice the huge trajectory of inflows in COHR shares. These green bars are why the stock has risen constantly.

That’s the stairway to heaven!

I’ve circled the lone outflows which align with the recent liquidation:

Now that the unwind is over…shop for deals.

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AND don’t miss our latest video with Jason Bodner where he dives into the Situational Awareness liquidation and offers 3 stocks to consider!