Clearfield (CLFD) is recommended for its AI fiber hardware, offering a cheaper way to get exposure compared to Corning.
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My top connectivity plays! If you missed out on AVGO, NOK, and GLW. Give these 3 companies a shot HLIT is t...
Jun 14, 2026
The creator contrasts popular AI networking stocks like Broadcom (AVGO), Nokia (NOK), and Corning (GLW) with lesser-known alternatives: Credo Technology Group (CRDO), Harmonic (HLIT), and Clearfield (CLFD). The thesis is that while many are chasing already-doubled stocks, these three offer cheaper exposure to the growing AI connectivity market, with CRDO, HLIT, and CLFD positioned to benefit from increased data transfer and fiber optic needs.
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The creator advises against buying Corning (GLW), recommending Clearfield (CLFD) instead for its AI fiber hardware.
Harmonic (HLIT) is recommended for its growing influence in broadband and virtual network software, presented as a better alternative to Nokia.
The creator suggests avoiding Nokia (NOK), implying Harmonic (HLIT) is a better choice for broadband and virtual network software.
Credo Technology Group (CRDO) is recommended as a buy for its role in connecting AI chips within the same rack, offering better value than Broadcom.
The creator advises against buying Broadcom (AVGO) for AI networking, suggesting alternatives are better positioned.