Apr. 28 at 8:47 PM
AI infra rotation isn’t slowing — it’s broadening. The next wave isn’t just chips, it’s the entire stack printing growth.-5
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On my radar right now:
$COHR (Coherent) ~20% — optical + photonics quietly becoming critical for AI data flow
$ORCL (Oracle) ~19% — cloud + AI workloads ramping faster than most expected
$DELL (Dell Technologies) ~17% — enterprise AI servers turning into a real revenue engine
$ASML (ASML) ~17% — EUV monopoly = long-term choke point on advanced chips
$NVT (nVent Electric) ~15% — power + thermal exposure, the hidden infra play
This is what a full-stack AI buildout looks like — compute, networking, power, optics, all moving together.
Market is starting to price in sustained demand, not a one-cycle spike.
Don’t just chase GPUs — the real trade is in the ecosystem feeding them. Watch for continuation and dips into support… institutions are accumulating, not flipping.
