Trading Ideas: Expanding AI Hardware Bucket

ShayBoloor
04-15 13:59

Hello everyone! Today i want to share some ai trading strategies with you!

1

I initiated two brand new positions in the growth portfolio a couple weeks ago to expand my AI hardware bucket:

• $Applied Optoelectronics(AAOI)$ ($79.43) +85%

• $Credo Technology Group Holding Ltd(CRDO)$ ($94.97) +70%

Applied Optoelectronics builds lasers and optical transceivers that move data faster across AI clusters.

Credo built its business on the copper interconnect layer inside AI racks but today’s $750M DustPhotonics acquisition gives it a credible path into optical as AI networks scale to faster and more demanding architectures.

Together, both are bets on the data movement layer of AI where connectivity matters just as much as compute as clusters scale.

2

Anthropic is reportedly preparing to launch Claude Opus 4.7 and a new AI design tool as soon as this week.

The tool is said to create presentations, websites, landing pages and products from natural language prompts which helps explain the pressure on $Figma(FIG)$ and $Adobe(ADBE)$ today.

AI Companies and Industry DIG
AI is a marathon, not a sprint, it's a mega trend. Please share you Insights or comments on companies or technologies of AI industry.
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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