The information and materials provided here, whether or not provided on TBI’s Substack (TBI), on third party websites, in marketing materials, newsletters or any form of publication are provided for general information and circulation only. None of the information contained here constitutes an offer (or solicitation of an offer) to buy or sell any currency, product or financial instrument, to make any investment, or to participate in any particular trading strategy. TBI does not take into account of your personal investment objectives, specific investment goals, specific needs or financial situation and makes no representation and assumes no liability to the accuracy or completeness of the information provided here. The information and publications are not intended to be and do not constit

LITE & AAOI Explode: Is Co-Packaged Optics (CPO) the "Final Boss" of the AI Hardware Trade? The AI infrastructure trade just found its next massive bottleneck—and the market is violently pricing it in. On March 24, the optical networking sector went parabolic. Applied Optoelectronics ($AAOI) skyrocketed 19%, Lumentum ($LITE) surged 10%, and Coherent ($COHR) added 6%, driven by their deep, expanding ties to Nvidia's roadmap. If you are only trading pure GPU makers right now, you are missing the bigger picture. We are entering a phase where the chips are so fast that the "plumbing" connecting them is breaking down. Based on the bombshells dropped at the OFC 2026 conference, here is why optical demand is becoming the most critical, high-stakes trade in the market. 1️⃣ The Physics Problem:

The information and materials provided here, whether or not provided on TBI’s Substack (TBI), on third party websites, in marketing materials, newsletters or any form of publication are provided for general information and circulation only. None of the information contained here constitutes an offer (or solicitation of an offer) to buy or sell any currency, product or financial instrument, to make any investment, or to participate in any particular trading strategy. TBI does not take into account of your personal investment objectives, specific investment goals, specific needs or financial situation and makes no representation and assumes no liability to the accuracy or completeness of the information provided here. The information and publications are not intended to be and do not constit

$Corning(GLW)$ $Arista Networks(ANET)$  $Ciena(CIEN)$  🚀📡💡 Corning $GLW Ignites the AI Infrastructure Trade as Optical Breakthroughs Drive +7.7% Surge 💡📡🚀 Corning $GLW is no longer trading as a legacy materials name. The market is beginning to reprice it as a critical enabler of AI-scale infrastructure, and today’s +7.7% move reflects that shift. The catalyst is clear. New AI-focused optical innovations, including multicore fibre and expanded-beam ferrules, directly address one of the most binding constraints in AI, high-speed, low-latency data transmission across hyperscale data centres. This is not incremental innovation. This sits at the cor

OFC 2026: Which Optical Names Matter Most for Investors? If there was one clear takeaway from OFC 2026, it was this: demand for optical connectivity in AI infrastructure remains extremely strong, and the real bottleneck is no longer demand creation, but supply, execution, and ecosystem formation.  The Three Most Important OFC Takeaways 1. Demand is not the issue — supply is The strongest message from the conference was that optical demand remains very robust. The overlap between GTC and OFC amplified the sense that compute intensity keeps rising, forcing the need for better optical solutions. The demand is outstripping supply, while closer collaboration between hyperscalers and optical vendors is giving suppliers more confidence to invest and build out capacity.  For investors, t

The Silent Giant of the AI Infrastructure & AR Revolution Status: Strategic Buy/Watch  | Date: March 21, 2026 | Price: ~$8.59 $Himax(HIMX)$    The "Coiled Spring" of 2026 Himax Technologies isn't just a display chip company anymore. It has quietly transformed into a critical linchpin for two of the decade's biggest tech cycles: AI Data Centers (via CPO) and Next-Gen Wearables (Smart Glasses).  1. The "Hidden" Goldmine: The FOCI Investment In a masterstroke of corporate venturing, Himax’s 2024 stake in FOCI (3363.TW) has turned into a massive 7x to 8x windfall. The Numbers: Original investment of ~$16M has exploded. With FO

$NVIDIA(NVDA)$   Nvidia is a value stock according to Jim Cramer, and while some might dismiss the views of the “Mad Money” host, the evidence is mounting. Nvidia chips are still dominant in the artificial-intelligence sector but the prospect of the $4.42 trillion company being able to double in size again seems distant currently, even as its numbers improve. Investors hunting for the next hot growth play in AI are more interested in its supply chain, looking at areas such as memory chips or optical networking. The latest hardware announcements at Nvidia’s GTC conference were universally agreed to be impressive but didn’t get the stock moving. Nvidia shares remain stuck in the same $180-$190 range they have lar

People calling $Himax(HIMX)$   a legacy business aren’t really paying attention. Much like Amazon with Amazon Web Services, Himax’s emerging segments are where the real story is: WiseEye: thermal + vision edge AI Glasses: AR displays, optics, sensors Imaging: automotive sensors, drone cameras And of course, CPO… 🧵 Himax has evolved far beyond its display roots through a series of acquisitions, investments, and one key carve-out: 2010: acquired Spatial Photonics 2015: acquired Liqxtal 2017: stake in Emza Visual 2018: acquired Emza Visual 2018: Himax IGI carve-out 2020: majority stake in CM Visual 2024: stake in Obsidian Sensors 2024: stake in FOCI 2025: stake in Lumotive Today, Himax is a diversified platform spanning imaging, sensing, an

Hello everyone! Today i want to share some AI trading ideas with you! 1. $Palantir Technologies Inc.(PLTR)$ partners with nuclear navy supplier Keel to deploy AI-powered ShipOS across U.S. shipbuilding backed by up to $448M in funding. The rollout uses Foundry and AIP to accelerate submarine production and modernize the maritime industrial base across 100+ suppliers. Image 2. $Credo Technology Group Holding Ltd(CRDO)$ unveils its Robin optical DSPs for AI data centers targeting 800G + 400G networking with better signal integrity & lower power consumption. $NVIDIA(NVDA)$ CEO Jensen just confirmed copper isn’t going away protects Credo’s core business while Rob

$Merck(MRK)$ $MARA Holdings(MARA)$  $Global X Uranium ETF(URA)$  🚨📊⚡ Extreme Options Flow Radar: 21× Volume in $MRK, Crypto Beta Ignites and Industrial Hedging Accelerates ⚡📊🚨 Friday’s derivatives tape revealed multiple statistically abnormal flows, with several stocks trading between 2× and 21× their normal options activity. That level of expansion rarely occurs randomly. It usually reflects institutional positioning, volatility hedging or early momentum accumulation. 📊 Key signals from the tape • $MRK printed 21× normal options volume with overwhelming call dominance • Crypto proxies $MARA and $ETHA saw aggressive call accumulation • Industria

GTC 2026: The AI Earthquake We Have Been Waiting For 🌟🌟🌟 Nvidia $NVIDIA(NVDA)$  GTC 2026 is coming to California from March 16 to 19 and let's be honest - this isn't just a regular tech conference.  This is CEO Jensen Huang's annual cosmic reset, where he steps on stage in that leather jacket and drops announcements that make the entire industry rewrite their roadmaps. While chips remain the foundational base of the conference, GTC 2026 has evolved into a showcase for the entire AI industrial system or what Jensen Huang calls the Five Layer Cake. The 5 Layer Cake Focus NVIDIA is using GTC 2026 to outline its strategy across 5 interconnected layers: 1.  Energy: Strategies for the massive power and cooli