MRVL is the next stock the creator is buying, sharing the same thesis as AAOI but with different execution, as they build semiconductors instead of lasers.
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The creator discusses three stock picks they are buying: AAOI, MRVL, and the DRAM ETF. They explain their r...
Jun 29, 2026
The creator discusses three stock picks they are buying: AAOI, MRVL, and the DRAM ETF. They explain their reasoning for each, focusing on AI infrastructure and the memory sector.
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The creator is buying AAOI because it's a photonics infrastructure play for AI, building hardware that powers AI networks and is a bottleneck in AI buildouts.