This pre-market broad-based surge has some real substance—there’s clearly visible momentum in the 800G/1.6T space. The new ETF opened up with a direct +5% from the start, and the photonics narrative is starting to accelerate.

On June 2nd, U.S. stock market light module concept stocks surged before the market opened, with AAOI, LITE, COHR, NOK, CIEN, FN, AXTI, and others seeing their stock prices rise, covering the fields of 800G/1.6T modules, lasers, photonics solutions, and materials. Meanwhile, the newly listed pure photonics ETF FOTO increased by 5.29%.