Sep. 10 at 6:10 PM
$AAOI $LITE $SIVEF $AXTI $IQEPF
Missed The Memory Trade? Here’s The “Next HBM”
Citi just stated that Indium Phosphide (InP) Lasers and Optics will be the “Next High-Bandwidth Memory.”
This is what I have been saying since listening to
$AAOI and
$LITE’s most recent Earnings Calls.
The best ways to play this potential boom are
$LITE and
$SIVEF for InP Lasers, and
$LITE and
$AAOI for Optics and Transceivers.
Another great way to play the whole Photonics and Optical Supercycle is to invest in the Raw Material Suppliers of Indium Phosphide, which are
$AXTI and
$IQEPF.
Photonic Lasers simply cannot function without Indium Phosphide.
