If I had to bet on one sector go give me insane returns from here, it is photonics.
Not close.
Every AI cluster is useless if it cannot move data between GPUs fast enough.
Compute gets the headlines but connectivity is the real bottleneck.
The optical market triples to $36 billion this decade and every generation from 800G to 1.6T to 3.2T brings a brand new upgrade cycle.
$AAOI and $CRDO are my favorite.
$CRWV plans to grow its power capacity to 8+ GW by 2030.
$NBIS plans to grow its power capacity to 5GW by 2030.
$IREN that energized 1.4GW and announced a new 1.6GW data center in 4 month can reach its 10GW or more capacity by 2030.
These stocks has major potential to dominate entire market in the long run-
1. $NBIS - AI Cloud Infrastructure Lead
2. $BE- AI Data Center Power Lead
3. $STX- AI Data Storage Lead
4. $IREN - AI Data Center Lead
5. $CIFR - HPC Data Center Lead
6. $ALAB - AI Connectivity Semiconductor Lead
7. $FLY - Responsive Space Launch Lead
8. $RKLB - Small Satellite Launch Lead
9. $SATL - Earth Observation Satellite Lead
10. $PL - Daily Earth Imaging Lead
11. $ONDS - Aerial Intelligence, Autonomous Drone Defense Lead
12. $OSS - Rugged Edge Computing Lead
13. $PLTR - Defense AI Analytics Lead
14. $AAOI - Optical Transceiver Lead
15. $LWLG - Electro-Optic Polymer Lead
16. $AXTI - Semiconductor Materials Lead
17. $LITE - Photonic Components Lead
18. $MRVL - Silicon Photonics Lead
19. $CRDO - High-Speed Connectivity Lead
20. $LPTH - Precision Optics Lead
21. $AMPX - Silicon Anode Battery Lead
22. $TE - Solar PV Module Lead
23. $EOSE - Zinc Battery Storage Lead
24. $LMND - AI Insurance Platform Lead
25. $IONQ - Trapped-Ion Quantum Lead
Have patience and diversify your portfolio.
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