ams-Osram: New Photonics Star in the European Stock Market? This is the story of how the company plans to profit from AI data centers through the end of the decade!

Photonics stocks have been among the favorites on the stock market in recent months. A look at the chart trends of Lumentum, Coherent, and Applied Opto makes this clear. Lumentum’s stock rose from $50 to $910 within a year—a performance of 1720%. This is driven by the data center story. Photonics utilizes light particles for the transmission and storage of data. Light transmits data faster and more energy-efficiently (with 30-50% less consumption), over longer distances, and with higher bandwidth. It is important to understand this. For example,...