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Photonics & Power Watch

User-supplied 2026-04-25 follow-up - display/RF/SiC semis + power + defense + photonics adjacencies. Theme/category to be refined per user input.

source: user-2026-04-25-followup

Aligns with the Semi Equipment / Litho bubble2/11

Hypothetical· equal-weight buy at inception, mark-to-market today

Apr 25 → Jun 30 · 9/11 picks · equal-weight
+15.0%
Photonics & Power Watch
+4.3%
SPY
+10.7%
alpha
topWOLF+62.5%·VICR+43.0%·HIMX+31.7%
dragTRT-16.1%·NOC-11.5%·SHMD-0.6%

Frequently asked questions

What stocks are in the Photonics & Power Watch watchlist?
The Photonics & Power Watch watchlist tracks 11 tickers on QuantAbundancia: HIMX, ENSI, MEMS, TRT, VICR, FTC, LPKF, SHMD, NOC, QRVO, plus 1 more.
What is the Photonics & Power Watch watchlist?
User-supplied 2026-04-25 follow-up - display/RF/SiC semis + power + defense + photonics adjacencies. Theme/category to be refined per user input.

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