Jun. 12 at 4:45 PM
Beyond AI models, the infrastructure bottlenecks offer massive potential. Keep an eye on these small-caps enabling photonics, connectivity, chip design, and data movement:
$ALMU (~
$400M MC): III-V semi technology on silicon for AI optical interconnects and quantum.
$VLN (~
$230M MC): High-speed connectivity chips for automotive/robotics with 60%+ gross margins.
$GCTS (~
$220M MC): 5G/IoT connectivity, Q1 revenue surged 287% YoY.
$KOPN (~
$1B MC): Microdisplays and defense optics with a growing backlog.
$SVCO (~
$380M MC): Semiconductor EDA and simulation software sporting 87% gross margins.
As AI clusters scale, designing and moving data efficiently becomes just as critical as computing it.
