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My Next Photonics Play. Watch till the end to know my average buy price. Not financial advice.

The creator identifies Applied Optoelectronics Inc. (AAOI) as a potential swing trade opportunity in the photonics and AI infrastructure space. They highlight the increasing demand for faster data transfer and AI infrastructure as key drivers for the company's growth. The creator also mentions Tower Semiconductor (TSEM) as a previous successful pick.

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Tickers discussed in this post

TSEMNeutralLow ConvictionSignal-backedSecondary

Tower Semiconductor (TSEM) is mentioned as a previous successful pick that saw a significant price increase.

AAOIBullishMedium ConvictionSignal-backedPrimary

Applied Optoelectronics Inc. (AAOI) is presented as a swing trade opportunity due to its role in photonics and AI infrastructure, which are driven by increasing demand for faster data transfer.

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