# Fabrinet

> Markdown twin of https://roboterminal.app/companies/fabrinet · https://roboterminal.app/companies/fabrinet.md

## On shared sources

- [Applied Optoelectronics](https://roboterminal.app/companies/applied-optoelectronics) (1)
- [Coherent](https://roboterminal.app/companies/coherent) (1)
- [Lumentum](https://roboterminal.app/companies/lumentum) (1)

## Pulse

- [@CKCapitalxx on X](https://x.com/CKCapitalxx/status/2112594250865000720)
  I still think Photonics is one of the best sectors to be in. Still so much upside in names like $LITE, $AAOI, $COHR, $FN. Good opportunities here after the recent drawdown.

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Source: Roboterminal · https://roboterminal.app/companies/fabrinet.md