The creator identifies this as a key player in the CPO sector that he has already invested in.
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The creator discusses the rise of 'memory stocks' and identifies 'co-packaged optics' (CPO) as a critical b...
May 22, 2026
The creator discusses the rise of 'memory stocks' and identifies 'co-packaged optics' (CPO) as a critical bottleneck in AI infrastructure, highlighting a list of specific companies in the CPO sector that he has invested in.
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The creator identifies this as a key player in the CPO sector that he has already invested in.
The creator identifies this as a key player in the CPO sector that he has already invested in.
The creator identifies this as a key player in the CPO sector that he has already invested in.
The creator identifies this as a key player in the CPO sector that he has already invested in.
Mentioned as an example of a memory stock that has seen significant growth in the past year.
Mentioned as an example of a memory stock that has seen significant growth in the past year.
Mentioned as an example of a memory stock that has seen significant growth in the past year.