Innlegg

AI pullback today looks more like a reset than a breakdown. Watching key names across the AI ecosystem: Optical: $AAOI $COHR $LITE Storage: $MU $SNDK AI Infrastructure: $ALAB $IREN $VRT AI Software: $PLTR $SHOP $FIG Two things driving volatility: FCC optical module headline risk — still only a proposal, not a final rule. U.S. optical players could actually benefit from supply chain shifts. Profit-taking after strong runs. $AAOI +19% yesterday, $COHR +19%, $LITE +13%. Healthy consolidation after momentum. The bigger picture remains intact: AI data center demand, cloud capex, CPO, and enterprise AI adoption are still the main drivers. Earnings and guidance will decide the next winners. Watching $SNDK and $FIG closely. NFA | DYOR