Applied Optoelectronics is seeing strong demand for its high-speed optical networking products from major hyperscalers.
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The creator highlights three AI-related stocks—Astera Labs, Lam Research, and Applied Optoelectronics—that...
Jun 17, 2026
The creator highlights three AI-related stocks—Astera Labs, Lam Research, and Applied Optoelectronics—that he is currently watching, citing their strong revenue growth and strategic partnerships with major tech companies.
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Lam Research provides essential fabrication equipment for AI semiconductors and has a new five-year partnership with IBM.
Astera Labs is a key player in AI connectivity, showing strong revenue growth and a significant partnership with Amazon.
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