Optical Interconnect Names are Running
Optical interconnect names are running because $NVIDIA(NVDA)$ CEO Jensen Huang basically validated the future AI architecture where copper wins inside the rack but optics becomes unavoidable as AI clusters scale across full data centers.
Thats why optical components, transceivers, DSPs, silicon photonics & testing names are getting re-rated today:
• $Marvell Technology(MRVL)$ +30%
• $Aehr Test(AEHR)$ +21%
• $COHERENT(COHR)$ +16%
• $Lumentum(LITE)$ +12%
• $Viavi Solutions(VIAV)$ +11%
• $Applied Optoelectronics(AAOI)$ +10%
• $Credo Technology Group Holding Ltd(CRDO)$ -1% (due to earnings)
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