$AMD$, $LITE$ and $CRWV$ represent three different layers of AI infrastructure: compute, optical connectivity and AI cloud.
AMD’s Q2 was strong, with revenue up 50% YoY and Data Center revenue more than doubling. Despite the post-earnings pullback, the bigger story is whether Helios and its next-gen AI systems can drive another growth cycle.
For Lumentum, the key is 1.6T optics, EML supply and OCS adoption. If these accelerate, the optical bottleneck could become a major earnings catalyst.
CoreWeave offers the fastest growth, but also the biggest risk. Investors need to watch its $99B backlog, margins, CapEx and debt load closely.
My take: AMD for long-term strength, LITE for the optical bottleneck, CRWV for high-growth/high-risk exposure.
The AI boom is still expanding. The real question now is: who captures the most profit from it?
@WallStreet_Tiger [龇牙]
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