4 under-the-radar AI infrastructure plays to watch
In 1 year, $SanDisk Corp.(SNDK)$ spiked from $27 to $1400+ for 5200%.
Memory is the bottleneck of AI right now, but soon it will be photonics and energy.
Here's 4 other bottlenecks of AI that is undervalued:
🔵 $POET Technologies Inc(POET)$
— Optical Interconnects Light replaces copper inside AI clusters. Marvell order live, 30k+ engines shipping in 2026. Target: $40
🔵 $Lightwave Logic, Inc.(LWLG)$
— Polymer Photonics Their Perkinamine tech outperforms silicon at moving data between chips. Stage 3 commercialization just started. Target: $42
🔵 $Cipher Mining Inc.(CIFR)$
— AI Power Infrastructure $9.3B in contracted leases with AWS + Google. Power is the #1 bottleneck and CIFR owns the land + grid access. PT: $300
🔵 $Credo Technology Group Holding Ltd(CRDO)$
— Active Electrical Cables Revenue +272% YoY. Every GPU cluster needs their AEC cables to move data between chips without latency. Target: $130
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