Prize Contest | Which of the Top Five Optical Communication Stocks Will Be the Next Week's Top Gainer, Backed by Jensen Huang at ComputeX?

Jensen Huang publicly backed Marvell at ComputeX, calling it "potentially the next trillion-dollar company" and announced NVIDIA's strategic investment. Marvell has already surged 32% this week, with multiple stocks in the optical communication sector rising, and the sector's upward momentum continues!

Bridge Uncle has selected the top five contenders. Guess next week's top gainer and win 500 Task Coins if you get it right!

$Marvell Tech(MRVL.US): Its NVLink Fusion technology establishes its core position in AI data center interconnect; AI custom chip quarterly reports have set consecutive records, with the CEO saying the data center business "blew up," making it the absolute leading protagonist in this rally.

$Lumentum(LITE.US): A core supplier of optical communication components. High-speed optical transceiver modules and lasers are key components for AI data center optical interconnect. Boosted by Marvell's surge, it followed with a gain of over 13% in the previous trading session. The continuous increase in AI computing density will drive sustained leaps in optical interconnect bandwidth demand.

$Applied Optoelectronics(AAOI.US): Focuses on 100G to 400G+ high-speed optical transceiver modules, covering core AI data center interconnect scenarios. The continuous increase in AI computing density directly drives demand for high-speed optical modules, making it a high-risk, high-reward choice among the top five.

$Corning(GLW.US): The absolute leader in the optical fiber industry, having accumulated a gain of 124% year-to-date. An AI supercomputing cluster with 72 GPUs requires 16 times the amount of optical fiber compared to traditional cloud servers. Jensen Huang's push for a major AI interconnect upgrade will directly drive a new round of global optical fiber procurement leaps.

$AXT(AXTI.US): A core raw material supplier for optical device manufacturers like Lumentum and Applied Optoelectronics. The explosion in optical communication demand directly transmits to the substrate end, making it the most upstream, highly elastic, and hidden beneficiary of this market rally.