The end of forklift🧐
These are Filics Units by Filics, a Munich-based German robotics startup. They're autonomous mobile robots that slide under pallets, lift loads up to 1 ton, and move omnidirectionally with lights for navigation.
$LITE $CIEN $AAOI $GLW $COHR $FN $MRVL 🧵
• Lumentum $LITE: A leader in high-end optical components and specialized lasers used for cloud networking and 3D sensing in consumer electronics.
• Ciena $CIEN: A networking systems specialist that provides the hardware and software used by telecom and cloud providers to move massive amounts of data over fiber-optic lines.
• Applied Optoelectronics $AAOI: A smaller, volatile manufacturer of fiber-optic networking products focused primarily on the data center and broadband cable markets.
• Corning $GLW: The global leader in glass science that manufactures the physical fiber-optic cables required to connect data centers and telecommunications infrastructure.
• Coherent $COHR: A direct rival to Lumentum that provides a massive range of laser and optical materials essential for industrial manufacturing and AI networking.
• Fabrinet $FN: A specialized contract manufacturer that builds the highly complex optical and electronic modules for many of the other companies on this list.
• Marvell Technology $MRVL: A semiconductor powerhouse that designs the high-speed data-processing chips (DSPs) required to turn electrical signals into light for optical networking.
This is a list of high growth stocks from the top theme.
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Micron, one of the hottest stocks in the market this year, is reporting earnings soon and the pressure is on with investors growing increasingly skeptical about the AI trade https://t.co/yG5zGabRIA
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Current situation:
1. The US is preparing $2,000 stimulus checks
2. Japan is preparing a $110 billion stimulus package
3. China has approved a $1.4 trillion stimulus package
4. The Fed is officially ending QT on December 1st
5. The US is issuing~$1.9 trillion in treasures per year
6. Canada is restarting its Quantitative Easing program
7. Global M2 money supply is at a record $137 trillion
8. Global rate cuts are at 320+ over the last 24 months
In what world is another wave of inflation not on its way?