Fixed OP's visual with market caps. The cheapest member of the Photonic Value Chain is @lightpathtech, LPTH, a picks and shovel play for AI/Defense/Drones and Optics. LPTH remains my highest conviction long term trade. Time to re-rate.

Fixed OP's visual with market caps. The cheapest member of the Photonic Value Chain is @lightpathtech, LPTH, a picks and shovel play for AI/Defense/Drones and Optics. LPTH remains my highest conviction long term trade. Time to re-rate.
