The AI Rally Is Getting Broade

The AI Rally Is Getting Broader — and That Matters

The most interesting signal from these new all-time highs isn’t simply that NVDA, TSM and LITE are rallying. It’s that the AI investment cycle is spreading beyond GPUs into optical networking, cybersecurity, HVAC and electronic testing. The Nasdaq just closed at another record high, even with the 10-year Treasury yield around 5.3%.

That makes LITE and KEYS especially interesting to watch: they are less obvious AI plays, but benefit as data centers become larger and more complex.

Meanwhile, Nvidia’s $150 billion additional buyback—bringing total authorization to $235 billion—shows just how much cash the AI leader is generating.

My takeaway: **don’t only chase the headline AI names. The bigger opportunity may be in the “picks and shovels” underneath the AI boom.**

@TigerPicks [财迷]

💰Stocks to watch today?(9 October）

1. What news/movements are worth noting in the market today? Any stocks to watch? 2. What trading opportunities are there? Do you have any plans? 🎁 Make a post here, everyone stands a chance to win Tiger coins!

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Comments

quixzi
10-06
quixzi
LITE and KEYS make sense here because 800G optics and test gear scale with data center complexity, not just GPU demand

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