Aug. 4 at 9:47 PM
The optical & semiconductor supply chain rally keeps expanding 🚀
The potential ban on Chinese optical transceivers continues to push investors toward US-based optical, photonics, and semiconductor suppliers.
(Part 4)
More names catching a bid:
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$FORM +7.67%
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$ONTO +6.86%
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$LITE +6.38%
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$SMTC +6.31%
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$SANM +5.79%
This move is bigger than just one headline. The market is starting to focus on companies supporting the next wave of AI infrastructure — from testing and manufacturing to optical connectivity.
I’m watching which names can hold their breakouts and attract continued volume after the initial reaction.
The strongest sectors usually create multiple opportunities, not just one-day moves.
The next signal is coming.
Turn on notifications so you don't miss the next opportunity.