Aug. 19 at 9:12 AM
$SOXX $AAOI $CRDO $RIVN SOXX provides diversified semiconductor exposure, Applied Optoelectronics benefits from data-center optical demand, Credo benefits from high-speed AI networking, and Rivian remains focused on EV production and cost reduction. I'm watching semiconductor capex, optical demand, AI infrastructure, vehicle margins, and cash burn.