The AI infra story is becoming

The AI infra story is becoming less about “who wins AI” and more about where the bottleneck is.

AMD = compute, Lumentum = optical connectivity, CoreWeave = GPU capacity. All three benefit from the same AI spending cycle, but the risks are different.

AMD has the strongest platform, but expectations are already high. Lumentum’s 1.6T optics and OCS ramp could be the next major catalyst, while CoreWeave offers huge growth but carries much higher capex and balance-sheet risk.

For me, LITE has the most interesting bottleneck story, AMD the strongest fundamentals, and CRWV the highest-risk/highest-reward profile.

@WallStreet_Tiger [贱笑]

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