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COHR, AAOI, LITE, POET: Photonic Stocks Join Google Capex-Fueled AI Rally

in5points
  1. Photonic stocks COHR, AAOI, LITE, and POET have joined an AI rally fueled by Google's capital expenditure.

  2. Hyperscalers are increasing spending on AI infrastructure, driving investor interest in these companies.

  3. The rally reflects broader market enthusiasm for AI-related technologies and components.

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Rajeev Chandrasekhar

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Rajeev Chandrasekhar / Jupiter Capital interests historically

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