$SPDR S&P 500 ETF Trust(SPY)$ $Applied Optoelectronics(AAOI)$ $Coherent(COHR)$ $Lumentum(LITE)$ $POET Technologies Inc(POET)$ The idea that the US government would just let China win the AI race doesn't hold up. The dip is coming from the same crowd that's buying it, except now they're getting in at another 50% discount because AI spending can't stop - it matters more than the Cold War did. The whole thing has been pushed along by throwaway media headlines. In 2 years the AI optical boom is going to be generational wealth for anyone who didn't sell. Feel free to screenshot this and rub my nose in it later, but give it 2 years first.
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