Rate Of Return$Applied Optoelectronics(AAOI.US)
This is my optical networking pick for the next big beneficiary of the AI picks and shovels theme. Communications and networking is going to be big and crucial and whilst stocks have gone up, the earnings inflection point is yet to be reflected.
When the numbers come in, the important names in yet another AI bottleneck should rally even higher after this consolidation.
@Captain's Treasure
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