Aug. 6 at 11:18 PM
The AI infrastructure bottleneck plays are starting to wake up.
Watching these three closely:
$LITE - Lumentum
$AAOI - Applied Optoelectronics
$AEHR - AEHR Test Systems
All three are showing similar technical strength:
Strong rebounds off the lows
Clean breakouts
Follow-through buying after the move
Now the key is patience.
We want to see a confirmed higher low and a breakout above the current consolidation zones.
The next 2-3 weeks could be very important for these names.
If momentum continues, these bottleneck stocks could have a major move ahead.
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