$Applied Optoelectronics(AAOI)

$Applied Optoelectronics(AAOI)$ $Lumentum(LITE)$ $Coherent(COHR)$ $Broadcom(AVGO)$ The question I keep coming back to is which US companies can actually supply the domestic hyperscalers for their AI buildouts. It seems to come down to these four, and right now they can't keep up with demand that's running at something like 10x supply. So even as the stocks get hit and sell off, who else is there to produce? AI isn't going away — it's only accelerating. I figure I'll just hold on for a few years.

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