Peakberger

THE PHOTONICS LAYER OF THE AI BUILDOUT Goldman Sachs says the AI optical networking market growing nearly 10x to $150B+ by 2028 as clusters scale into multi-rack systems like $NVDA Rubin Ultra NVL576. The AI bottleneck is shifting to the fabric that lets hundreds of GPUs behave like one system driving a massive dollar content expansion across NVLink, co-packaged optics & optical interconnects: • $AEHR burn-in & reliability test systems for photonics and AI hardware • $AAOI data center optical transceivers with in-house laser manufacturing • $LITE high-speed lasers & optical components for data center transceivers • $VIAV optical testing & measurement tools used to validate high-speed networks • $COHR lasers, photonic components & materials used across optical networking systems • $MRVL optical DSPs, custom interconnect silicon & networking chips for AI infrastructure • $CRDO retimers, DSPs & active electrical cables for rack-level signal integrity in AI clusters

The German market is super underrated, I mean you got Carl zeiss - for advanced mirrors Infineon - for power semis LPK - for laser drilling in glass chips SUSS - for advanced packaging and wafer bonding 2G energy - for gas turbines Aixtron - MCOVD machines TRUMPF - CO2 lasers Jenoptik -optics and photonics Banger after banger

NVIDIA CEO Jensen Huang declared that the “ChatGPT moment for general robotics” is coming. 7 robotics “picks & shovels” plays that could 5x:

$NVDA CEO Jensen Huang basically called to buy Robotics stocks. My top 5 Robotic stocks with 10x potential👇

BREAKING: The U.S. Government announces a $2 billion investment into quantum computing companies. 🟢 Signal Rating: Strong bullish Distribution of the funding: $IBM — $1 Billion $GFS — $375 Million $QBTS — $100 Million $RGTI — $100 Million $INFQ — $100 Million What this means: The last time the U.S. Government heavily supported strategic semiconductor companies like $INTC, $AMAT, and $WOLF — the entire sector experienced a massive revaluation afterward. Note: The remaining capital was distributed among several additional private quantum companies that are not publicly traded. This is a major confidence and support signal by the U.S. Government toward its domestic quantum computing industry. The quantum race is officially accelerating.

Photonics Powering The AI Revolution $MXL $CRDO $LITE $AAOI $FN $MRVL $COHR $MTSI $AXTI

Trump is planning to invest billions into quantum. Pure-Play Quantum Companies $IONQ lonQ $QBTS D-Wave Quantum $RGTI Rigetti Computing $XNDU Xanadu Quantum $INFQ Infleqtion $QUBT Quantum Computing Quantum Security $ARQQ Arqit Quantum Tech Giants with Quantum Programs $NVDA Nvidia $BABA Alibaba $GOOGL Alphabet $MSFT Microsoft $IBM IBM $INTC Intel $BIDU Baidu $RTX Raytheon $HON Honeywell Quantum Computing Equipment $GFS GlobalFoundries $MRVL Marvell $COHR Coherent $RDNT RadNet $TSEM Tower Semiconductor

The $NVDA earningscall made one thing very obvious. Robotics is the next big thing. These are the best Pureplay stocks to get exposure: 1. $AMBA - Edge-AI Chip pureplay. Optimized for Autonomous roboters and automotives. These are the chips that will power humanoids and other robots. 2. $XPEV - Focussing on Physical AI. Humanoid Integration systems, vertically integrated Turing Chips for robots and cars. One of the first to produce humanoids on a large scale. 3. $OUST - High quality LiDAR-Sensors, making it possible for robots to perceive the real world. Designed for Humanoids and Autonomous driving. 4. $SYM - Full Stack Warehouse-Automation. Core of this system is SymOS, an AI-Platform automating and optimizing every aspect of the warehouse. Physical and digital layers are perfectly coordinated and integrated.

TSMC’s “Three-Layer Cake” is really the roadmap for the next phase of AI infrastructure. Layer 1 is compute: $NVDA $AMD $AVGO $MRVL $MU $ARM $SNPS $CDNS Layer 2 is packaging, power, cooling, and manufacturing: $AMAT $ASML $LRCX $KLAC $TTMI $VRT $ETN $MPWR $NVTS Layer 3 is photonics and optical networking: $COHR $LITE $AAOI $CRDO $ALAB $ANET $CSCO $CIEN $GLW The AI trade is no longer just about GPUs. It’s turning into an entire industrial ecosystem.

TOP 20 FASTEST GROWING AI INFRASTRUCTURE COMPANIES: 1. $NBIS | Nebius Group -- 521% 2. $MU | Micron -- 191% 3. $CRDO | Credo Technology -- 170% 4. $CRWV | CoreWeave -- 136% 5. SK Hynix -- 136% 6. $LITE | Lumentum -- 56% 7. $AAOI | Applied Optoelectronics -- 111% 8. $SNDK | Sandisk -- 110% 9. $IREN | IREN -- 95% 10. $SMCI | Super Micro Computer -- 82% 11. $AEHR | AEHR Test Systems -- 75% 12. $ALAB | Astera Labs -- 50% 13. $AVGO | Broadcom -- 50% 14. Samsung -- 50% 15. $NVDA | NVIDIA -- 48% 16. $MRVL | Marvell -- 35% 17. $CLS | Celestica -- 28% 18. $AMD | Advanced Micro Devices -- 30% 19. $ANET | Arista Networks -- 20% 20. $VRT | Vertiv -- 20% YoY projected revenue growth.

2021: $NOW Value: $103 - Revenue: $5.9 Billion 2026: $NOW Value: $101 - Revenue: 15.7 Billion Tripled revenue. Same price. MASSIVE catch-up coming!

The Robotic revolution will be as big as AI. Being invested in the right stocks will make you rich. These are the best positioned businesses in the entire sector, across every layer: HUMANOID INTEGRATORS: - UBTECH Robotics | 9880.HK - $TSLA - Hyundai Motor | 005380.KS Top pick: $XPEV EDGE INFERENCE AI CHIPS: - $NVDA - $QCOM - $ARM Top pick: $AMBA Sensors and Perception Systems - $CGNX - $TDY - $PH Top pick: $OUST Robotics Software Platforms - $PATH - $ROK - $TER Top pick: $SYM Dexterous Hands and End Effectors - $TER - $ABBNY - $FANUY Top pick: $ISRG

AI Memory Supercycle Stack 2026 • Al is driving a new era of memory demand. HBM, DDR, NAND, and storage at all-time highs • HBM shortages expected through 2027 • From Chips to Systems, winners span memory, controllers, packaging, equipment, and systems $MU $SNDK $EWY $DRAM $STX $WDC $SIMO $MRVL $AVGO $ALAB $CRDO $AMAT $LRCX $KLAC $ONTO $ASML $AAOI $COHR $CIEN $LITE $NTAP $DELL $HPE $PSTG $ORCL $SMCI $AIS $SMH $SOXX $JAPX $PSI

CEO $NVDA says to buy sustainable energy stocks. $ENLT is the strongest with price target $400+ Its spiked $15 to $90 for 600% already. Right now, these 16 stocks have the exact set-up: 1. $PLUG — Price: ~$3.76 | Target: $30 Green hydrogen fuel cells deliver clean, on-site backup power for AI data centers bypassing overloaded grids entirely. 2. $FLNC — Price: ~$20 | Target: $65 Grid-scale battery storage keeps renewable power stable and uninterrupted for 24/7 AI data center operations. 3. $ARRY — Price: ~$10 | Target: $40 Solar tracking systems maximize output at utility farms directly powering AI data center campuses nationwide. 4. $SHLS — Price: ~$10 | Target: $32 Electrical balance-of-system components connect large solar farms to the grid that powers AI infrastructure. 5. $RUN — Price: ~$14.00 | Target: $50 Distributed home solar and storage cuts grid strain during peak AI-driven electricity demand surges. 6. $CSIQ — Price: ~$17.87 | Target: $80 Utility-scale solar modules and grid-scale battery storage systems feed clean power into AI-hungry electrical grids. 7. $BEP — Price: ~$35 | Target: $200 Global hydro, wind, solar & nuclear operator $BE partnered with Bloom Energy in a $5B deal to co-build AI power factories. 8. $CWEN — Price: ~$38 | Target: $120 10+ GW of contracted wind, solar & storage sells clean baseload power directly to hyperscaler data centers. 9. $JKS — Price: ~$25.00 | Target: $50 One of the world's largest solar manufacturers supplying panels to utility farms feeding the AI power grid. 10. $DQ — Price: ~$20.00 | Target: $35 Polysilicon feedstock producer enabling solar panel manufacturing that powers AI data center campus buildouts. 11. $HASI — Price: ~$42 | Target: $80 Finances solar, wind & storage projects supplying contracted clean power directly to AI data center operators. 12. $EOSE — Price: ~$8 | Target: $24 Long-duration zinc batteries solve renewable intermittency enabling always-on clean power for non-stop AI workloads. My top 3 favorite ones to buy and hold would be $PLUG, $ENLT and $BEP since they have a deal with $BE. BONUS, I really like $ENPH (look how beaten down it is) at $53. It could run towards $300+ again. ♻️RESHARE this post and make 1 comment for my list of sustainable energy companies under $10. There's only 5 good ones like $PLUG to choose from.

AI revolution so far: Compute: $NVDA Power: $GEV $BE $VST Memory: $MU $SNDK Photonics: $LITE $COHR All of these themes were under the radar early… Next phase: Robotics: $SYM $TER $ISRG $CGNX & More AI moving from digital → physical world Position early 📈

One image that explains the next trillion dollar industry better than any analyst report. Building a humanoid robot requires an 8-layer supply chain most people have never thought about: Energy ($UUUU, $OKLO) → Chips ($TSM, $AMD, $NVDA, $ASML) → AI models ($GOOG, $TSLA) → Data centers ($CRWV, $IREN, $NBIS) → Servers ($DELL, $CLS, $CSCO) → Sensors ($ADI, $OUST, $CGNX) → Batteries ($QS, $ABAT) → Testing ($TER) The companies supplying AI infrastructure saw $318 billion in spending last year alone. That doubled from the year before. Now add the robotics demand on top. Tesla is converting its Fremont factory from cars to robots. Figure AI just helped BMW build 30,000+ vehicles with humanoid workers. The robots are here and the supply chain to build them is investable today.

The Five Layers of Memory 1. Near Memory: Sk hynix, Samsung $MU 2. Main Memory: Sk hynix, Samsung, CMXT $MU 3. Expansion Memory: SK hynix, Samsung $MU $ALAB $MRVL $MCHP $RMBS 4. Contexted Memory: SK hynix, Samsung, Kioxia $MU $WDC $SNDK $SIMO 5. Data Lakes: $STX $WDC $DELL $NTAP $P $HPE $IBM

The U.S. Energy Department is considering a plan to finance billions of dollars in long-lead nuclear reactor parts. The goal would be to speed up reactor construction by funding critical components before full projects are ready to build. $OKLO, $CCJ, $UUUU, $SMR, $BWXT, $LEU

Nvidia has invested more than $15 billion in these 7 stocks so far in 2026: 1. Corning (GLW): $3.2 billion 2. IREN Limited (IREN): $2.1 billion 3. CoreWeave (CRWV): $2 billion 4. Nebius Group (NBIS): $2 billion 5. Marvell Technology (MRVL): $2 billion 6. Lumentum Holdings (LITE): $2 billion 7. Coherent (COHR): $2 billion

Bad News and Good News. According to the author, The return of Blasted Reincarnated Life / Damn Reincarnation / 빌어먹을 환생 has been delayed from July till December. But they will have around 100 chapters ready before they return. #manhwa #manhwas