This week's watchlist is shapi

This week's watchlist is shaping up around a clear theme: AI infrastructure, data flow, and next-gen connectivity, with a side rotation into space exposure.

$SPDR S&P 500 ETF Trust(SPY)$ - broad market trend signal, still the benchmark for risk appetite and index momentum.

$Zeta Global Holdings Corp.(ZETA)$ - data-driven marketing platform benefiting from AI targeting and advertising efficiency gains.

$CoreWeave, Inc.(CRWV)$ - AI cloud infrastructure exposure, highly sensitive to compute demand cycles.

$Applied Optoelectronics(AAOI)$ - optical networking / photonics leverage play tied to data center bandwidth expansion.

$Credo Technology Group Holding Ltd(CRDO)$ - high-speed connectivity semis positioned at the core of AI data movement.

This is a cohesive basket: AI compute needs bandwidth, bandwidth needs optics, and connectivity increasingly extends beyond Earth itself.

Another week, same market structure - liquidity flows toward bottlenecks in the AI stack.

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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