Nobody cares anymore and i doubt the market will, this changes nothing
Two companies that majorly benefit from this that are never discussed in this space are $STM and $FORM
I have sold both but remain on my shortlist if/when the AI trade comes back
Jensen Huang says at Nvidia GTC that AI data centers shifting to optical networking could drive a 15x increase in optical volume.
“Scale up is going to become optical.”
“I'm fairly certain the number of switches we need is going to increase.”
“And I'm fairly certain, the amount of optics that we need in the future will be, you know, several orders of magnitude more.”
Great looking candle from $MITK today along with software strength
Added some $20 April calls
Bought a @stocktalkweekly favorite today
$MITK looks amazing on the daily weekly and monthly
Software looks safe
I’m sorry but if the ai trade as to blow up a bit so the 10 year and mortgage rates fall so be it
I got negative equity in my house rn
Bought a @stocktalkweekly favorite today
$MITK looks amazing on the daily weekly and monthly
Software looks safe
Muse was proven to be a tailwind for $FSLY
Gotta believe Grok Bot helps too



















