The Next Big AI Market Bottleneck Is Here: 8 Stocks to Play the Boom in Optics
Key Points Marvell and Broadcom are leaders in optical DSPs, while Lumentum has a virtual monopoly for InP lasers. Coherent and Applied Optoelectronics provide the critical transceiver infrastructure that connects switches and servers. Amphenol, Corning, and Ciena provide technology used to transport data within …
Sharemaestro market context Trend signal active 52 weeks +34.7% · Next-week setup positive 55.7%