$CRDO $AAOI $LITE $COHR $AXTI all down more than 5% today presents a crazy good opportunity for the next leg up in the photonics and connectivity build out
As
$NVDA chips moves from GB300 NVL72 toward larger-scale architectures like NVL576, the amount of networking and optical infrastructure required per system increases significantly even up by 100%.
Most of these name were overextended in April, but have mostly consolidated throughout the past few months with major sell offs, and the valuations are starting to look attractive.
I’m buying more, are you?