Trump's proposed ban on Chinese optical transceivers ignited one of the strongest rallies the optical networking and AI hardware sector has seen this year. The move fueled broad buying across companies tied to optical components, photonics, semiconductor equipment, networking, and AI infrastructure. Biggest winners included: $Silver Verde May Mining Co., Inc.(SIVE)$ +20.33% $Applied Optoelectronics(AAOI)$ +17.31% $Lightwave Logic, Inc.(LWLG)$ +13.49% $Fabrinet(FN)$ +13.27% $Coherent(COHR)$ +12.53% $POET Technologies Inc(POET)$ +12.09%