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in postLONG
“so I think optical becomes very important. Look at Jensen, he invests in almost every company that's photonic.”
@RJCcapital
Optical/photonic interconnect is the next AI bottleneck; Jensen Huang's investment pattern confirms demand; NVIDIA committed $4B to Lumentum and Coherent
LITELONG@ $802.84
$726.04-9.57%
since call Jun 28
peak +5.2%
“I invest in companies like Credo $CRDO or Astera Labs $ALAB, is this interconnect becoming the bottleneck? Because speed becomes more important in interconnect ”
@RJCcapital
Intel CEO names CRDO as a direct portfolio bet on AI cluster interconnect becoming the binding constraint
CRDOLONG@ $233.67
$210.09-10.09%
since call Jun 28
peak +3.2%
in postLONG
“I invest in companies like Credo $CRDO or Astera Labs $ALAB, is this interconnect becoming the bottleneck? Because speed becomes more important in interconnect ”
@RJCcapital
Intel CEO names ALAB as a direct portfolio bet on PCIe/CXL connectivity becoming the AI cluster bottleneck
ALABLONG@ $397.08
$310.00-21.93%
since call Jun 28
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