KawzInvests(@KawzInvests):Insane strength across optics today after some solid news > $AAOI +8.9% > $LITE +8.1% > $COHR +8.0% > $AXTI +8.0% > $GLW +7.4% $VZ + $GLW: multibillion-dollar fiber deal extending through 2032. $AMZN + $QCOM: multiple generations of AI infrastructure and optical connectivity up to 1.6T and beyond. Plus the $NBIS + $PLTR partnership. Big morning for AI infrastructure.

KawzInvests

@KawzInvests

Research-focused. Photonics. AI. Defense. Tech. Space. Optic Supercycle. NFA DYDD

参加 October 2021

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KawzInvests@KawzInvests

2026.09.08 14:32

Insane strength across optics today after some solid news > $AAOI +8.9% > $LITE +8.1% > $COHR +8.0% > $AXTI +8.0% > $GLW +7.4% $VZ + $GLW: multibillion-dollar fiber deal extending through 2032. $AMZN + $QCOM: multiple generations of AI infrastructure and optical connectivity up to 1.6T and beyond. Plus the $NBIS + $PLTR partnership. Big morning for AI infrastructure.