Total Assets
Rate Of ReturnLooking forward to Nvidia’s GTC as well as OFC to hear the latest updates to the AI roadmap. Believe future AI infrastructure will lean more towards optical communications and that will be a tailwind for optics companies such as AAOI.
☕️ Daily Market Talk | Mar 16, 2026
☕️ This week: GTC kicks off, US-China trade talks, Japan oil release, quad witching. Earnings: Tencent, Micron, Alibaba, Xpeng. 3 big questions inside 👇
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