AI market has long been hyped up on GPU speculation; the real opportunities have already moved to hard-core underlying sectors like optical communications, commercial spaceflight, and data storage.


Stop only watching graphics cards—once AI large models start running, optical communications is the essential demand. Coherent (COHR), a global leader in optical network components and lasers, directly captures the industry’s growth benefits.
Commercial spaceflight is accelerating toward implementation, Rocket
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