The AI trade is getting bigger than just chips. $LITE delivered $1B revenue (+109%), $CRWV hit $2.58B (+112%), while $SMCI reported $11.12B (+93%). Different businesses, same underlying signal: demand for AI infrastructure is still accelerating. Optical connectivity, cloud computing and servers are all benefiting as the industry scales. I’ll be watching the broader AI infrastructure stack closely from here. #BingX #AI $PI