Jun. 22 at 11:31 PM
Market is slowly pricing in a structural shift: copper-heavy data center interconnects giving way to photonics as AI bandwidth demand explodes.
This isn’t a hype cycle - it’s infrastructure evolution.
$MRVL Marvell Technology +254.92%
$UMC United Microelectronics +249.87%
$LWLG Lightwave Logic +208.62%
$WOLF Wolfspeed +196.25%
$VIAV Viavi Solutions +193.30%
This is no longer a niche theme.
It’s the backbone of AI scaling over the next decade.
Front-run the infrastructure, not the headlines