Three things stood out to me r

Three things stood out to me recently.

First, the optics side: Zhongji Innolight's planned IPO shows capital markets are still open to funding top AI optical module players.

Second, memory: Micron and SK hynix have seen a bounce as some investors start positioning ahead of upcoming Big Tech earnings, looking to see if AI capex plans are holding up.

Third, the broader AI theme: the focus seems to be shifting away from just short-term sentiment and back toward the long-term need for AI infrastructure.

From where I stand, the real play isn't about any single stock. It's the whole AI infrastructure supply chain. AI needs compute. Compute needs HBM. HBM needs high-speed optical interconnects. They all need each other to scale.

$NVIDIA(NVDA)$ $Micron Technology(MU)$ $Taiwan Semiconductor Manufacturing(TSM)$

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