Aug. 19 at 9:18 AM
$RZLV $IOVA $AAOI $MRVL RZLV remains highly speculative, Iovance advances cell therapies for cancer, Applied Optoelectronics benefits from data-center optical demand, and Marvell benefits from AI networking and custom silicon. I'm watching funding, clinical milestones, AI capex, optical demand, and semiconductor growth.