Not the best idea to feel FOMO about the new “bottleneck” in every news cycle.
It’s going from:$NVIDIA(NVDA.US) GPUs -> $Micron Tech(MU.US) Memory -> $IREN(IREN.US) Power -> $Lumentum(LITE.US) EMLs -> $Sandisk(SNDK.US) Memory -> GPUs -> $Applied Optoelectronics(AAOI.US) transceivers -> Advanced Packaging -> Transformers -> $Intel(INTC.US) CPUs… etc And next would be stuff like $LPK glass substrates or some random niche material from Japan.Most of these span multi-years. If $Lumentum(LITE.US) is sold out into 2028 and it’s H1 2026. Hyperscalers are buying out anything $Applied Optoelectronics(AAOI.US) can make.It’s probably good idea to just be patient with your existing positions.Because there’s likely going to be some random green candle that you miss out on chasing the current news cycle.Source: Serenity
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