JDent
10 posts


Who is winning on $AAOI ✅
One of my June Top Pick added at $152 😎

investing@DollarCostAvg
🚀 My Top June Picks $IREN $AAOI $NOK $VIAV $EUV (ETF) After strong performance from my May picks, I’m staying focused on the sectors with the strongest momentum: AI infrastructure, optical networking, and semiconductor enablers.
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AI ROTATION WATCHLIST (Full)
Here’s the full AI supercycle most people still are missing:
Semis:
$NVDA $AMD $ARM $AVGO $MRVL $INTC $TSM $QCOM
Memory:
$MU $WDC $STX $SNDK
Photonics / Optical:
$LITE $COHR $AAOI $GLW $JBL $AXTI $LWLG $NOK
Networking:
$ANET $CSCO $CIEN $JNPR
Compute / Data Centers:
$IREN $CIFR $NBIS
Power / Grid:
$VRT $ETN $PWR $GEV $CEG $SMR $OKLO
Materials / Minerals:
$MP $LAC $UUUU $USAR
Space / Satellites:
$ASTS $RKLB $LUNR $PL $BKSY
Defense / Drones:
$AVAV $KTOS $ONDS $OSS
Robotics / AI:
$TSLA $PATH $SYM
This is how money flows and rotates in this super cycle.

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