$POET Technologies Inc(POET)$ Photonics looks like the next supercycle. $Applied Optoelectronics(AAOI)$ is right at the start of the AI build-out. The bigger picture, at least to me, is that the endgame seems to be making money obsolete. Governments just keep printing their way out of debt, and I don't see how long people can ignore that. It feels like they'll keep printing until money holds no real value and AI is doing the work for humans. $SPDR S&P 500 ETF Trust(SPY)$
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