Apr. 4 at 9:41 AM
The AI infrastructure stack isn’t just about chips — it’s about who sits at the critical checkpoints.
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Stages 3–5 are crowded battlegrounds:
• Lasers →
$COHR /
$LITE
• Switches →
$AVGO
That’s where companies fight for every “socket” — competition is fierce, margins get fought over.
But the real edge? It’s the choke points no one can avoid:
• Stage 2 = every wafer must pass testing before it ships
→
$AEHR sits here — no alternative, no bypass
• Stage 6 = every network must be validated before going live
→
$VIAV controls this gate — everything flows through it
No competition. No substitutes. Just mandatory infrastructure.
While everyone debates winners in the crowded middle, these are the toll booths every player must pay to operate.
