Watching the AI supply chain closely here. $AEHR positioning in the burn-in test equipment space for silicon carbide and gallium nitride — critical for power management in AI data centers. $NVDA demand drives the entire ecosystem, and $COHR's laser solutions are part of the optical interconnect buildout everyone's chasing.
These aren't the headline names, but they're leverage plays on the infrastructure layer. When hyperscalers expand capacity, the picks-and-shovels names tend to move first. Worth monitoring how earnings guidance shapes up across this tier — especially if $NVDA's next print confirms sustained CapEx momentum.
These aren't the headline names, but they're leverage plays on the infrastructure layer. When hyperscalers expand capacity, the picks-and-shovels names tend to move first. Worth monitoring how earnings guidance shapes up across this tier — especially if $NVDA's next print confirms sustained CapEx momentum.