Replacing Copper With Light

Optical Interconnects, Photonics, And Data Center Bandwidth

The video below was brought to my attention by Anders Storm, the former CEO of Sivers Semiconductors (SIVEF), which supplies lasers for optical interconnects.

Portfolio Armor Substack subscribers own shares of Sivers at $2.24 per share, 

🚨Fertilizers And Photonics 🚨

Bullish bets on one of our top ten names in fertilizers, and on a Market Watchers name in photonics. https://t.co/BgkSWxQ4P5

— Portfolio Armor (@PortfolioArmor) April 15, 2026

As well as positions in two of the companies mentioned in the video, Coherent (COHR), 

🚨AI Optics Pullback🚨

A bullish bet on one of our top ten names from Friday that's in this space. https://t.co/7NRWAmnQAN

— Portfolio Armor (@PortfolioArmor) March 30, 2026

And Lumentum (LITE), 

🚨Photonics🚨

A bullish options bet on our #1 name from last night.https://t.co/62OjKg2iNi

— Portfolio Armor (@PortfolioArmor) April 24, 2026

This video is worth 17 minutes of your time. 

If you want to see actionable trades on these kinds of names before the YouTube explainers come out, you can subscribe to our trading Substack/occasional email list below.