Tonight’s US stock market move is a bit interesting—money is once again surging hard into the optical communications direction.
LITE and COHR both jumped more than 11%, AAOI rose nearly 10%, and GLW and LYTE also saw strong rallies. Even MRVL and NOK moved up along with them.
In plain terms, on the AI theme, the market is no longer only focused on compute chips.
After GPUs are bought, how data centers connect with each other and how compute capacity is transmitted—optical modules and optical communications naturally become key targets for funds as well.
During the recent adjustment in the AI supply chain, optical communications didn’t escape the sell-off either. Now it’s suddenly rebounding collectively, which makes it feel like the market is starting to trade the AI infrastructure theme again.
Going forward, it may be worth watching closely to see whether this is merely a rebound from oversold conditions—or whether capital is preparing to return to the main AI optical communications storyline.
LITE and COHR led the charge directly today. The “feel” is definitely a bit different.
LITE and COHR both jumped more than 11%, AAOI rose nearly 10%, and GLW and LYTE also saw strong rallies. Even MRVL and NOK moved up along with them.
In plain terms, on the AI theme, the market is no longer only focused on compute chips.
After GPUs are bought, how data centers connect with each other and how compute capacity is transmitted—optical modules and optical communications naturally become key targets for funds as well.
During the recent adjustment in the AI supply chain, optical communications didn’t escape the sell-off either. Now it’s suddenly rebounding collectively, which makes it feel like the market is starting to trade the AI infrastructure theme again.
Going forward, it may be worth watching closely to see whether this is merely a rebound from oversold conditions—or whether capital is preparing to return to the main AI optical communications storyline.
LITE and COHR led the charge directly today. The “feel” is definitely a bit different.