Jun. 25 at 3:04 PM
10 stocks - my positioning mapped across 11 layers of AI infrastructure.- 2
This isn’t a watchlist. It’s a full-stack map of where value migrates in the AI buildout cycle.
Layer 6 - Co-Packaged Optics
$POET - targeting bandwidth + power efficiency bottlenecks via optical interposer architecture
Layer 7 - Optical Transceivers
$AAOI - exposure to hyperscale data center optical adoption ramp
Layer 8 - NeoCloud Compute
$NBIS - AI-native cloud infrastructure built for large-scale model training + inference
Layer 9 - Space Connectivity
$RKLB - launch + space infrastructure layer enabling global connectivity expansion
Layer 10 - Physical AI Perception
$OUST — lidar systems powering robotics, autonomy, and real-world AI sensing
Substrate → Memory → Networking → Connectivity → Compute → Space → Perception → Power
This is the “silicon-to-substation” thesis - AI value is not one trade, but a stacked infrastructure cycle being repriced layer by layer.
