Scott Nasca

President- Generation Captial Managment.

[Danielle DiMartino Booth @DiMartinoBooth]

Even if you have to read it three times, READ THIS.

[Justin Banks @RealJGBanks]

HOW TO BECOME A MULTI-MILLIONAIRE IN THE NEXT 5-10 YEARS

Keep this. You will need to know where to invest. Don’t lose it. RETIRE EARLY.

I’m focused on the entire AI buildout.

This is how I believe the next decade gets built:

2026–2027: BUILD THE AI STACK

Power / Real Estate: $CEG $DLR

Data Center / Cooling: $VRT $SMCI

AI Chips: $NVDA $AVGO $AMD

Memory: $MU $SNDK

Photonics: $GLW $AAOI $CRDO

Networking: $ANET $QCOM

Storage: $DELL

GPU Cloud: $CRWV $NBIS

Electrical Equipment: $POWL $NVT

2028–2030: BUILD THE POWER

Grid: $ETN $PWR

Power Producers: $CEG $VST

Electrification: $GEV $TE

Copper: $FCX $SCCO

Critical Metals: $ALB $MP

Nuclear: $UUUU $OKLO

Cybersecurity: $CRWD $PANW

AI Applications: $PLTR $NOW

2030+: BUILD THE FUTURE

Robotics: $TSLA $SERV

Autonomy: $ACHR $JOBY

Drones: $AVAV $ONDS

Defense: $LMT $NOC

Space: $RKLB $ASTS $LUNR

Quantum: $IONQ $QBTS

Most people will spend the next decade reacting to whatever is already moving.

We will position before the capital gets there.

[David Walker @jessi_cawein44g]

The Best Companies in Every Sector

Semi Conductors : 1. $NVDA 2. $AMD 3. $AVGC
Robotics: 1. $XPEV 2. $AMBA 3. $SYM
Data Centers : 1. $NBIS 2. $CRWV 3. $IREN
Defense 1. $NOC 2.$ESLT 3. $ONDS
Software: 1. $PLTR 2. $ZETA 3. $SNOW
Space: 1. $RKLB 2. $ASTS 3. $RDW
Fintech: 1. $SOFI 2. $NU 3. $AFRM
Energy: 1. $BE 2. $VST 3. $EOSE
Health: 1. $OSCR 2. $LLY 3. $HIMS

Which sector or stock am I missing?

[Timothy 🟢 | Panic Drop @timoassi]

$NVDA's CEO is telling you to buy energy stocks.

"The largest infrastructure expansion in human history."

Data centers go from 6% of US electricity to a fifth by 2035.

Here are 6 stocks positioned to benefit 👇

[Bourbon Capital @BourbonCap]

Stanley Druckenmiller ran Duquesne Capital for 30 years, averaging 30% annual returns with zero down years. He’s bullish on data centers.

Here are 9 stocks he increased his position in during Q2 2026:

$AMZN - Amazon
He bought 495,800 shares, increasing his position by 1,082%.

1-Year stock performance: +15%
Revenue CAGR 2022-2025: 11.7%
Revenue CAGR 2026-2029 Exp: +13.8%
P/E: 20.9x vs FP/E: 28x

[AskLivermore @asklivermore]

Wall Street is literally telling you what to buy. 60+ upgrades in a single month.

Every major bank raised targets or upgraded ratings:

AI Chips: $NVDA $AVGO $AMD $ARM $MRVL $INTC
AI Infra: $CRWV $APP $CRDO $CBRS $VRT $WULF
Software: $IBM $CRM $DDOG $PLTR $SNPS $ZS
Cyber: $PANW
Consumer: $TSLA $META $RBLX $UBER $CAVA $CROX $CMG $WBD $TGT
Financials: $AXP $COF $XYZ $HOOD
Space & defense: $RTX $GD $GE $RKLB $HONA
Healthcare: $UNH $CYTK $MDT $ARGX $IONS
Energy & industrials: $FCEL $URI $NUE
Robotics: $SYM

[Michael | Hypermarkets @itsmichaelluu]

#1 MASTER EARNINGS CHEATSHEET to help you make 1000%-2000% on the best AI plays:

[Marcos Milla @MarcosMillaYT]

Best ETFs for:

Memory - $DRAM

Photonics - $EUV

Semiconductors - $SMH

Momentum - $SPMO

Growth - $AOTG

Low Risk Core - $VT

Medium Risk Core - $VOO

High Risk Core - $QQQM

Technology - $XLK

Dividends - $DGRO

Small Cap - $AVUV

Income - $XQQI $TDAX $OVL

[Jason Luongo @JasonL_Capital]

If you're paying attention, Leopold Aschenbrenner is telling you exactly what to invest in. Power and compute are the bottleneck for AI.

10 stocks positioned for the AI buildout that he owns:

1. $TE - T1 Energy

Solar manufacturer operating a 5 GW module plant in Dallas with a second solar cell factory in Austin targeting late 2026 production. Produced 2.79 GW in 2025. Norway's Statnett assigned 50 MW of grid power to its Mo i Rana facility, positioning it as a potential AI data center hub powered by hydroelectric.

[InvestmentGuru @InvestmentGuru_]

15 sectors defining the next decade of investing

The megatrend map.

1. AI
$NVDA · $PLTR · $APP
The infrastructure king, the data layer, and the monetization engine. Three different ways to own AI.

2. Chips
$AMD · $AVGO · $MU
Compute, custom silicon, and memory. The full semiconductor stack.

3. Space
$RKLB · $ASTS · $PL
Launch infrastructure, satellite broadband, and geospatial intelligence. Pre-SpaceX IPO re-rating still unfolding.

4. ₿ Crypto
$COIN · $MSTR · $GLXY
Exchange infrastructure, BTC treasury play, and mining leverage. Three different risk profiles.

5. Energy
$VST · $NEE · $FSLR
AI power demand is the new oil shock. These three sit at the intersection of grid scale and renewables.

6. Drones
$AVAV · $KTOS · $ONDS
Autonomous defense and dual-use tech. Defense budgets are only going one direction.

7. Nuclear
$OKLO · $SMR · $LEU
The only baseload clean energy that hyperscalers can actually contract. Still early, still underpriced.

8. Robotics
$ISRG · $SYM · $PATH
Surgical precision, warehouse automation, and enterprise AI workflows. Labor replacement at scale.

9. Quantum
$IONQ · $RGTI · $QBTS
Highest risk on the list. Longest time horizon. Size accordingly — the upside is generational if it works.

10. Batteries
$QS · $LAC · $BE
Solid-state technology, lithium supply chain, and grid-scale storage. The energy transition needs all three.

11. Healthcare
$HIMS · $UNH · $LLY $MRNA
Diversified pharma cash flow, next-gen biologics, and mRNA platform optionality beyond COVID.

12. Photonics
$AAOI · $COHR · $LITE
The most underowned layer of AI infrastructure. Data centers need optical interconnects — demand is accelerating.

13. Rare Earths
$MP · $USAR · $FCX
Supply chain sovereignty is the new geopolitics. The West needs domestic rare earth and copper supply. Now.

14. Manufacturing
$ETN · $CAT · $GE
The physical backbone of AI buildout — power distribution, heavy equipment, and aerospace. Old economy, new tailwind.

15. Critical Minerals
$FCX · $UAMY · $CRML
Copper, lithium, and battery metals. Every AI data center, EV, and grid upgrade runs on these. The commodity cycle is structural.

This isn’t a buy list. It’s a framework.

Find your highest-conviction themes. Size appropriately. Think in years.

Not financial advice.

[Michael | Hypermarkets @itsmichaelluu]

Everytime there is massive crash in June, $SPY recovers at 30% 1 year later.

Here's 12 stocks under $20 that can easily 10x-20x:

1. $TE — T1 Energy
Aschenbrenner's AI infrastructure bet. Revenue beat by 61%.

2. $POET — POET Technologies
AI photonics optical interposer. Next-gen data center chip architecture.

3. $KEEL — Keel Infrastructure
Ex-Bitcoin miners pivoting hard to AI compute demand.

4. $CLSK — CleanSpark
Verified Aschenbrenner long. Bitcoin miner scaling into AI HPC.

5. $ONDS — Ondas Holdings
Building wireless connectivity for autonomous defense drones. (Trump call)

6. $CIFR — Cipher Mining
Power + data center assets perfectly positioned for AI workloads.

7. $WULF — TeraWulf
Nuclear-powered data centers. Cleanest energy costs in AI compute.

8. $HIVE — HIVE Digital
Revenue up 219% YoY. Pivoting from crypto mining to AI HPC.

9. $SATL — Satellogic
Sub-$10 satellite imaging play. Defense + geospatial AI data boom.

10. $NOK — Nokia
Nvidia invested $1B. AI-RAN + T-Mobile deal. Up 140% YTD still cheap.

11. $BTDR — Bitdeer
Self-mining + AI cloud. Building proprietary ASIC chips in-house.

12. $LAES — SEALSQ
Post-quantum cryptography chips. Every connected device needs this.

Remember, you're getting 1 more chance to add dips again to hold. HOLDING is the best way to make money in this market not scalping.

♻️ RESHARE this post and write 1 comment, I'll DM you my favorite stock to buy under $10 (and its strong too)

[Dr. Shabbir @AiWithshabbir]

I DON'T UNDERSTAND WHY MORE PEOPLE DON'T USE GOOGLE GEMINI TO RESEARCH STOCKS.

NOT FOR ADVICE.
NOT FOR PREDICTIONS.

BUT TO THINK CLEARLY BEFORE RISKING MONEY.

HERE ARE 10 DETAILED PROMPTS THAT I ACTUALLY USE 👇

[Bilaal- BD investing @bdinvestingg]

The White House is telling you exactly where to invest :

• AI: $GOOGL $NBIS $IREN $CRWV
• chips: $TSM $ASML $NVDA $AMD
• space: $RKLB $ASTS $LUNR $RDW
• energy: $GEV $CEG $ETN
• drones: $ONDS $RCAT
• nuclear: $CCJ $OKLO $VST
• defense: $KTOS $AVAV $AMTM
• robotics: $SYM $AMZN $ISRG $OUST
• batteries: $TE $EOSE $ELVA $FLNC
• quantum: $QBTS $IONQ $RGTI
• data centres: $VRT $ANET $CRDO
• critical minerals: $TMQ $UUUU $CCJ

DONT OVERTHINK IT.

[Arti Shah @TechByArti]

🚨 BREAKING: Google Gemini can now analyze any stock like a Wall Street analyst (for free).

Here are 14 insane Gemini prompts that replace $4,000/month Bloomberg terminals:

(Save this 🔖 you’ll need it later)

[Market Maven @MajidTulsh32058]

Jensen Huang literally showed investors where the money is going.
The AI trade isn't one stock.
It's a 5-Layer AI Cake:
⚡ Energy:
$BE $GEV $PWR $AMPX $VICR $VST $NVTS $BWXT $CEG $UEC $CCJ
🧠 Chips:
$NVDA $TSM $INTC $AVGO $AMD $ASML $ARM $MRVL $AAOI $AXTI $COHR $MU $SNDK $STX $OPTX
$LITE $ICHR $AEHR $WDC
🏗️ Infrastructure:
$NBIS $IREN $CRWV $APLD $VRT $DELL $HPE $ORCL
🤖 Models:
$GOOGL $META $AMZN $TSLA
🚀 Applications:
$NOW $PLTR $DOCN $SNOW $NET$FSLY $INOD

Every AI dollar flows through this stack:
Energy → Chips → Infrastructure → Models → Applications

[Rand Group @randgroup]

Every hedge fund I respect is suddenly talking about the same thing, and... it is not the chips.

It is the one bottleneck that breaks the entire AI story if it is not solved. Around 20 public companies sit on it. I put them all in one map across 5 layers.

Let's dive into it 🧵

Here is the thing nobody priced in two years ago. We spent a decade with flat electricity demand in this country. Utilities planned around it. Then AI showed up asking for gigawatts at a time.

The Electric Power Research Institute now thinks data centers could eat 9% to 17% of all US electricity by 2030, up from roughly 4% in 2023. Former Google CEO Eric Schmidt told Congress the sector may need 67 more gigawatts by the end of the decade. That is not a tweak to the demand curve. That is a new industrial revolution landing on a grid built for a different century. Every company below sits somewhere between a power plant and a server rack. This is the map.

🔌 POWER GENERATION & UTILITIES

Start at the source. These are the companies that actually make the electrons. For years this was the most boring corner of the market: regulated returns, slow growth, dividend investors only. Then the hyperscalers started signing power contracts directly with generators, and the whole category repriced.

$VST Vistra

This is the one I watch most closely in the group. Vistra signed Meta to a power purchase agreement for roughly 2,600 megawatts at its PJM nuclear sites, which tells you everything about where this is going: tech giants are now buying nuclear output directly. Q1 2026 adjusted EBITDA hit a record for a first quarter at $1.494 billion. They have hedged almost all of their 2026 generation, and they have bought back about 30% of the company since late 2021. A generator that trades like a buyback machine with an AI tailwind bolted on.

$CEG Constellation Energy

The largest nuclear fleet in the country, and the company that put nuclear back on the front page when it agreed to restart Three Mile Island for Microsoft. In January it closed the $21.8 billion Calpine acquisition, adding around 23 gigawatts of mostly gas and renewable capacity, and Q1 2026 revenue more than doubled the year before to $11.1 billion. The thesis is simple: when an AI company wants carbon free baseload power tomorrow, there are very few phone numbers to call, and this is one of them.

$GEV GE Vernova

If you only own one name in this entire map, my honest take is that it should probably be this one. GE Vernova makes the gas turbines and the grid equipment, the literal picks and shovels of the buildout. In a single quarter its Electrification segment booked $2.4 billion in data center equipment orders, more than it booked in all of 2025. Total backlog sits around $163 billion and management pulled forward its $200 billion target to 2027. The gas turbine backlog jumped from 83 to 100 gigawatts in one quarter, and they are raising prices into that demand. This is the cleanest expression of the trade.

$BEPC Brookfield Renewable

Note the ticker: this is Brookfield Renewable, $BEPC, not the $BE on most charts (that is Bloom Energy). Brookfield operates about 47 gigawatts and is developing a pipeline north of 200. It signed a framework with Microsoft to deliver over 10 gigawatts, roughly eight times the size of the largest single corporate power deal ever signed before it, plus a multi gigawatt hydro deal with Google. It also owns about half of Westinghouse alongside Cameco. The patient, contracted, dividend paying way to play the same wave.

⚛️ SMALL MODULAR REACTORS

Now the speculative end. The promise here is clean, firm baseload power in a compact box you can site right beside a data center. The catch: almost none of these are producing commercial power at scale yet, so you are buying a timeline as much as a company. Price that carefully.

$OKLO Oklo

The most exciting and the most expensive name in the room. In May the NRC approved the principal design criteria for Oklo's Aurora powerhouse in under half the usual review time, a real regulatory step forward. The customer pipeline is around 14 gigawatts, anchored by a 12 gigawatt agreement with Switch and a 500 megawatt deal with Equinix, and it added a research partnership with NVIDIA and Los Alamos. Just remember Oklo plans to build, own and operate its reactors and has essentially no revenue yet. This is a call option on a 2028 plus story.

$SMR NuScale Power

The one with the regulatory lead. NuScale has NRC design approval for both its 50 and 77 megawatt modules, which genuinely derisks deployment. It is sitting on about $1.2 billion in liquidity and is working toward a definitive power agreement with TVA through its ENTRA1 partner, with its first project tied to RoPower in Romania. Revenue was a rounding error last quarter because the licensing work wrapped up, so this is still a story about getting the first units in the ground.

$BWXT BWX Technologies

The adult in the room, and the name I would own if I wanted nuclear exposure without buying a lottery ticket. BWXT actually makes money: Q1 2026 revenue of $860 million and net income of $91 million, and it raised full year guidance. It builds reactors for the US Navy, produces medical isotopes, and just acquired Precision Components Group to push into commercial nuclear manufacturing. While the SMR startups sell the future, this one sells into it today.

$XE X-energy

Brand new to the public market. X-energy IPO'd on April 24 at $23 a share, raised about $1.02 billion, and came out around a $12 billion valuation with Amazon as its anchor backer holding nearly a third of the company before the listing. It pairs an 80 megawatt reactor design with its own proprietary TRISO fuel, and its order book already tops 11 gigawatts including Amazon's commitment to as much as 5 gigawatts by 2039, plus Dow and Centrica. Reality check: it lost about $390 million on $109 million of revenue in 2025, and first deployments are not expected until the early 2030s.

⛏️ CRITICAL MINERALS

You can build every reactor on the list above and they are paperweights without fuel. This is the front end of the cycle: mining, enrichment, conversion, and the magnet metals the whole grid runs on. Quick note: I swapped the misfiled Northland slot for Energy Fuels here, which is a genuine US critical minerals producer.

$CCJ Cameco

The blue chip of the uranium world. Q1 2026 net earnings jumped 87% and adjusted EBITDA rose 44% to $509 million on stronger prices and volumes. The kicker is Westinghouse: Cameco owns roughly half of it alongside Brookfield, so it captures both the fuel and the reactor technology side of the renaissance. When people want uranium exposure without a science project, they buy this.

$LEU Centrus Energy

The reshoring play, and a fascinating one. Centrus is the only production ready uranium enricher in America, sitting on a $2.3 billion enrichment backlog, a $900 million HALEU award from the Department of Energy, and a notice from the NNSA that it intends to sole source enrichment work to them. It is pouring over $560 million into its Oak Ridge centrifuge factory and is even exploring a fuel joint venture with Oklo. This is a national security story wearing a stock ticker.

$UUUU Energy Fuels

This is what $UUUU actually is. Energy Fuels runs White Mesa, the only conventional uranium mill operating in the United States, and it is the rare company licensed to produce both uranium and separated rare earth oxides under one roof. Its 2026 uranium guidance implies growth of 50% to 150%, and it is now turning out the dysprosium, terbium and magnet metals that everything from EV motors to grid hardware depends on. Uranium and rare earths, the two supply chains Washington is most desperate to pull back from China, in one company.

$NLR VanEck Uranium and Nuclear ETF

If you would rather own the whole theme in one line instead of picking a winner, this is the basket. $NLR holds the nuclear value chain end to end: reactors, enrichers, miners and the utilities running the plants. A lot of this very map sits inside it, with Constellation, Cameco, Centrus, BWXT and Energy Fuels all among its largest positions. The lazy way to be right about the sector even if you pick the wrong individual stock.

🔧 POWER INFRA & GRID

Between the power plant and the server rack is the least glamorous and maybe most investable layer of all. Transformers, switchgear, cooling, and the crews who build it. The dirty secret of the AI buildout is that the grid itself is the bottleneck. Interconnection queues run years, and the equipment to connect anything is on backorder.

$VRT Vertiv

The purest grid adjacent winner so far. Q1 2026 sales rose 30% to $2.65 billion, with the Americas up 44% on data center demand, earnings per share up triple digits, and guidance raised twice in two quarters. Vertiv makes the power and thermal systems that keep a data center alive, and it just joined the S&P 500. When the chip names sneeze, this one catches it, but the order book keeps validating the story.

$HUBB Hubbell

Boring on purpose, and that is the point. Hubbell makes the electrical and utility hardware, the transformers, metering and grid components, that every new data center and every grid upgrade quietly requires. It will never 10x in a year, but it sells into both the AI buildout and the broader grid replacement cycle at the same time. This is the ballast in the basket.

$POWL Powell Industries

My favorite quiet story in this section. Powell makes custom electrical equipment for utilities, energy and now data centers, and the demand signal is screaming: orders up 97% last quarter, a record $1.8 billion backlog, and right after the quarter closed it landed a single data center order worth more than $400 million, the largest in its history. It did a three for one split this spring and carries no debt. A small cap industrial running into a structural tailwind.

$PWR Quanta Services

The labor. Quanta physically builds and upgrades the grid, the part of this problem that no software fixes. Q1 2026 revenue rose 26% to $7.87 billion and its backlog hit a record $48.5 billion. If all of the generation and transmission above actually gets built, a meaningful slice of it gets built by crews like these. The pick and shovel play on the wires themselves.

🖥️ DATA CENTER POWER

The wild card, and the highest beta corner of the map. These started as bitcoin miners, which means they already owned the one thing everyone now wants: large blocks of interconnected power and the land around it. They pivoted to hosting AI compute, signing leases with the hyperscalers and the neoclouds. Enormous growth, real execution, and serious single customer risk. Size accordingly.

$IREN IREN

The furthest along. Formerly Iris Energy, IREN has a Microsoft AI cloud partnership worth billions, a power pipeline around 4.5 gigawatts, and high performance computing on track to make up the majority of its revenue by the end of the year. It already trades like an infrastructure company rather than a miner, because increasingly that is what it is.

$WULF TeraWulf

TeraWulf describes itself as a power company that happens to build digital infrastructure, which I think is exactly the right framing for this whole row. It has locked in over $12.8 billion of contracted compute revenue through long term leases with the Google backed Fluidstack and Core42, anchored by its Lake Mariner site and scaling toward a gigawatt of power. Its leasing revenue more than doubled year over year. Controlled power, leased to AI, on a multiyear contract.

$CORZ Core Scientific

The contrarian one. CoreWeave tried to buy Core Scientific in an all stock deal, and in a rare moment of shareholder backbone, the holders voted it down in late 2025. So it stays public, and it kept the prize: roughly $10 billion or more of contracted revenue with CoreWeave across about 590 megawatts, while converting its old mining sites into AI colocation. You are betting the company creates more value alone than the buyout offered.

$CIFR Cipher Mining

The earliest stage of the pivot, rebranding toward AI as it goes. Cipher signed a hosting deal backed by Google's Fluidstack, with Google taking around a 5% stake, plus a 300 megawatt arrangement tied to AWS, building toward a contracted compute backlog around $9 billion. Highest risk, least proven, most torque if the leases convert to cash on schedule.

⚡️FINAL THOUGHTS

Step back from the tickers and a pattern jumps out. The market is paying up for the same insight at five different points on the same wire.

The stability lives at the bottom and the middle. Cameco, Hubbell, Quanta Services and BWX Technologies make money today and sell into a buildout that is contracted for years. They will not triple overnight, but they do not need a single thing to go right that has not already happened.

The growth lives at the edges. GE Vernova is the rare name that has both, scale and acceleration, which is why I keep coming back to it. The reactor startups and the former miners are where the imagination is, and also where the disappointment will be when timelines slip, because timelines always slip in nuclear and in construction.

The clearest read of all is that the AI story quietly handed the baton from the chip layer to the power layer, and most people are still watching the wrong race. You cannot run the model without the electrons, and the electrons are the scarce thing now.

I will say the obvious part out loud: this is a map, not advice. I am pointing at where the money is moving, not telling you what to buy. Do your own work on every one of these, especially the speculative names where a single contract or a single regulator can move the whole thesis.

If this saved you a week of research, do me a favor and bookmark it, then send it to the person in your group chat who only owns Nvidia. The power bottleneck is the second half of that trade.

[Lin @Speculator_io]

Jensen literally told you where to invest.

This is his 5-Layer AI Cake:

Layer 1: Energy
$BE $GEV $PWR $AMPX $VICR $VST $NVTS $BWXT $CEG $UEC $CCJ

Layer 2: Chips
$NVDA $TSM $INTC $AVGO $AMD $ASML $ARM $MRVL $AAOI $AXTI $COHR $MU $SNDK $STX $OPTX $LITE $ICHR $AEHR $WDC

Layer 3: Infrastructure
$NBIS $IREN $CRWV $APLD $VRT $DELL $HPE $ORCL

Layer 4: Models
$GOOGL $META $AMZN $TSLA

Layer 5: Applications
$NOW $PLTR $DOCN $SNOW $NET $FSLY $INOD

[Michael | Hypermarkets @itsmichaelluu]

In 1 year, $NBIS blew up 10x from $20 → $270.

Recently, Leopold owns 6% stake in it.

These 6 stocks under $30 can easily 10x:

1. $CIFR ~$23
$AMZN + $GOOG 15-year leases. $9.3B contracted. Analyst target: $70

2. $WULF ~$27
Google-backed Fluidstack deal. 1GW+ capacity. Analyst target: $80

3. $CORZ ~$28
CoreWea's landlord. $3.3B raised. 12-year $10B deal. Analyst target: $60

4. $BTDR ~$13
170% revenue growth. Owns its own AI chips. Analyst target: $50

5. $KEEL ~$6
Leopold accumulating. First colo deal Q3 2026 expected. Analyst target: $18

6. $HIVE ~$4
$30M AI cloud contracts signed. Liquid-cooled GPU clusters. Analyst target: $16

$NBIS $CRWV $IREN are Neocloud companies with deals with $MSFT $NVDA $GOOG $AMZN. They are providing compute to everyone.

♻️ RESHARE this post and write 1 comment, the best under $10 to buy and hold.

[Futurist | 10x Disruptive Stocks @futurist_lens]

NVIDIA CEO Jensen Huang recently called $MRVL a potential trillion-dollar company.

First GPUs.
Then memory.
Now photonics.

AI requires moving massive amounts of data between GPUs, memory, and data centers.

Bookmark!

Photonics ecosystem:

• Optical Modules → $AAOI $FN
• Silicon Photonics → $MRVL $AVGO $INTC
• Packaging → $POET
• Lasers → $LITE $IPGP
• Networking → $ANET $CIEN $INFN $COHR
• Substrates → $AXTI $IQE
• Foundry → $TSEM
• Test → $AEHR
• Infrastructure → $GLW

As AI clusters scale, data movement is becoming a critical bottleneck.

[Rosanna Prestia, MBA @RosannaInvests]

🚨 $NVDA just bet billions that the future of AI isn't the chip. It's the light between the chips -> PHOTONICS 💡

$2B each into $LITE and $COHR, up to $3.2B into $GLW - $6.5B+ across the sector since March. That's not a theme. That's a tell.

Here's the chokepoint nobody's pricing:

AI clusters are scaling into millions of GPUs. But the data has to move BETWEEN them and copper just hit a physical wall. Too hot. Too slow. Out of headroom.

The only way through is light. Own the optical layer, own the one bottleneck the entire buildout can't engineer around. 👇

🟠 $LITE -> the laser kingpin. ONLY volume supplier of 200G EML lasers; every 1.6T transceiver on earth needs them. $NVDA -backed.

🟠 $COHR -> the volume leader. NVIDIA's other $2B bet. Q3 rev $1.81B +21% YoY; datacenter optics now 75% of revenue.

🟠 $CRDO -> connectivity becoming optics. The wiring that keeps GPU clusters from choking. Demand is structural, not cyclical.

🟠 $AAOI -> domestic transceivers. First 800G volume to a hyperscaler shipped, datacenter revenue doubled, $1.1B guide.

🟠 $GLW -> the fiber backbone. NVIDIA put up to $3.2B in; 3 new US optical factories. The glass that carries the light.

🟣 $POET -> the interposer moonshot. Lasers + photonics on one chip. Marvell order, $430M cash. Pre-revenue, binary.

🟡 $SIVEF -> InP + co-packaged optics. The lasers that move data inside the cluster. Early innings, real tech. Strong pipeline growth 77%.

🟣 $LWLG -> polymer modulators that spin onto silicon. Two Fortune 500 design-wins at Stage 3. Pre-revenue.

The GPU gets the headlines. The interconnect gets the constraint.

Own the bottleneck, not the buzzword.