AAOI is a growth play in optical components for data centers, showing strong revenue momentum.
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The creator outlines a bullish thesis for three stocks—Micron, ASML, and Applied Optoelectronics—as a way t...
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The creator outlines a bullish thesis for three stocks—Micron, ASML, and Applied Optoelectronics—as a way to invest in the AI supply chain.
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ASML is a critical machine play, as the sole provider of EUV lithography for advanced chips.
Micron is a key memory play for AI, backed by significant US investment.