Trading Ideas: Expanding AI Hardware Bucket
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.
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