AXTI has already delivered 100%+ gains, so I’ve taken some profits. I’ve already posted the next trade plan, with a target return of 30%. This time, I won’t let you down. Thank you all for your support. $AXT Inc(AXTI)$
Some thoughts on optical communications’ future outlook
The AI revolution has entered a new phase. The first wave was dominated by computing power — GPUs, accelerators, and HBM memory. However, as AI clusters scale to hundreds of thousands of GPUs, the next bottleneck is becoming clear: data movement. We believe optical communication is still in the early stages of a long-term growth cycle and will become one of the most important infrastructure layers supporting AI expansion.$Applied Optoelectronics Inc.(AAOI)$ $Lumentum Holdings Inc.(LITE)$ $Coherent(COHR)$