Jensen Huang Praises Marvell Technology â Can Optical Stocks Continue Their Strong Run?
Hot take: the Optical Communications trade might be bigger than the straight-up AI trade right now. ð¥
Here's my logic. NVDA is already at stratospheric valuations. But the companies enabling AI data centers to actually COMMUNICATE at the speeds required? Many of them are still flying under the radar.
moomoo's Optical Communications Industry Chain shows you exactly who these companies are. 67 components. $14.59 trillion in total market cap. Organized so clearly that even your buddy who still trades on vibes could follow it.
The chain starts with IC Design & Manufacturing â think Photonic Integrated Circuits (the bleeding edge of optical tech), ASIC design shops, and wafer foundries. These are the picks-and-shovels plays of the optical revolution.
Middle of the chain: Semiconductor Materials. InP Substrates, Epitaxial Wafers, GaAs, Copper Foil. Boring names. Potentially not-boring returns when AI data center buildout keeps accelerating.
Bottom: Optical Components â Lasers, Light Sources, Silicon Photonics. Every AI data center needs miles of this stuff.
With supply chain vulnerability flags being raised about China's monopoly on these boards, domestic optical communication names could get policy tailwinds ON TOP of demand tailwinds.
Double catalyst. moomoo Industry Chain. Find them first. ð¡
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