$Aeluma, Inc.(ALMU)$ $500 billion for Nvidia to build out AI infrastructure is incredibly bullish. Investment firms couldn't shake out retail last month, so they basically had to hand the money directly to Jensen instead.
AI is the new software, and everyone will get a piece. We're definitely in the right place and locked in. Good luck to all.
$Lumentum(LITE)$ $Coherent(COHR)$ $Ciena(CIEN)$ $Applied Optoelectronics(AAOI)$
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