Looking at a bubble chart that

Looking at a bubble chart that compares retail interest, based on watcher counts, for stocks across the AI infrastructure stack. $Credo Technology Group Holding Ltd(CRDO)$ below $130 was a favorite earlier this year. Now I really like $Celestica(CLS)$ below $320. The dislocations between retail interest and market cap or revenue growth are pretty intriguing.

Memory and other well-established mega-caps are excluded from this. Revenue growth year-over-year is capped at 100% and the watcher count is capped at 50k just for presentation purposes.

$Invesco QQQ(QQQ)$

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