$Applied Optoelectronics(AAOI)$ More and more articles are pointing to optical interconnect as the next major bottleneck in AI. The chatter has been building since the Marvell CEO's keynote a few weeks ago. Every optical company is scrambling to expand capacity as fast as possible to keep up with demand. The next couple of years could be very interesting, and rewarding, for those who spot this early. We saw what happened with GPU, CPU, and ASIC names as NVDA, AVGO, and AMD stock soared. Then memory followed with names like Hynix and SNDK. Interconnect looks like the next wave. AAOI, COHR, LITE, CRDO, and the suppliers feeding them. It still feels like the early stages of this shift.
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