For me,
$Advanced Micro Devices(AMD)$ remains the most attractive long-term play. The post-earnings pullback looks more like an expectation reset than a fundamental problem, with Data Center revenue up 107% and Helios offering another potential catalyst. After such a strong run, I’d rather DCA on weakness than chase.
$Lumentum(LITE)$ is the more aggressive bet. The 1.6T optical opportunity is exciting as AI clusters scale, but after a 127% YTD rally, expectations are high. I’d want strong FY2027 guidance before adding. $CoreWeave, Inc.(CRWV)$ has huge potential, but its massive capex and debt make execution and cash flow bigger concerns.
Overall, I remain bullish on AI infrastructure. I’d prioritize AMD for its fundamentals, selectively add Lumentum on weakness, and keep CoreWeave as a smaller, higher-risk position. The AI cycle still has plenty of runway, but execution will separate the winners.
@WallStreet_Tiger @TigerStars @TigerClub @Tiger_comments
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