Coherent is positioned to solve the speed and power limitations of copper wiring in AI data centers by providing optical solutions, which are faster and more efficient.
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Nvidia’s CEO just hinted at where the next wave of AI money could go The chip trade has already been massiv...
Billy InvestsJun 2, 2026
The creator discusses three AI-related stocks (Marvell Technology, Fabrinet, Credo Technology, and Coherent) that are positioned to benefit from the next wave of AI infrastructure growth, focusing on networking and connectivity as the key bottleneck. The creator plans to buy these stocks on pullbacks.
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Tickers discussed in this post
Credo Technology makes high-speed chips crucial for moving data between AI servers, addressing the exact bottleneck Nvidia's CEO highlighted, with impressive revenue growth.
Fabrinet is highlighted as a key player that builds the components connecting AI chips, making it a winner regardless of which chip brand dominates as the sector grows.
Nvidia's CEO identified Marvell Technology as a potential trillion-dollar company, suggesting significant upside potential as the AI bottleneck shifts to networking.