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About the potential of U.S. stocks & popular targets.
Chatted with a few friends who invest in U.S. stocks and found that almost everyone’s favored directions are concentrated in these six sectors.
First, let's put the list upfront.
1⃣ AI computing infrastructure (optical communication / optical modules)
Data centers are upgrading from 400G to 1.6T, increasing speed by 4 times, and the demand for optical modules will at least quadruple to quintuple within 3-5 years.
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