Watchlist
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 bubble2/11Hypothetical· equal-weight buy at inception, mark-to-market today
Apr 25 → Jun 30 · 9/11 picks · equal-weightFrequently 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.