Coherent is mentioned as an optics company that NVIDIA invested in, but no specific investment thesis is provided for Coherent.
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The creator highlights Adtran (ADTN) as a potential investment opportunity, benefiting from NVIDIA's AI bot...
StockswithpawanMay 28, 2026
The creator highlights Adtran (ADTN) as a potential investment opportunity, benefiting from NVIDIA's AI bottleneck. Adtran's new LiteWave 800 product offers improved energy efficiency for AI data centers, and the company is well-positioned to benefit from US government broadband initiatives and European network upgrades. The creator points to strong revenue growth and improving margins as key catalysts.
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Lumentum is mentioned as an optics company that NVIDIA invested in, but no specific investment thesis is provided for Lumentum.
NVIDIA is mentioned as the cause of the AI bottleneck, which indirectly benefits companies like Adtran, but no direct investment advice is given for NVIDIA itself.
Adtran (ADTN) is a buy due to its innovative optical networking solutions that address AI data center bottlenecks and its strategic positioning in government and European broadband programs.
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ADTN
buy opened May 28, 2026
-20.09%