Markets should be cheering on domestic champions like $Applied Optoelectronics(AAOI.US).
Since it's ideal to support critical AI infra from laser fab to production in the US, rather than being a bear.Feels like everyone just outsources transceivers to Asia like Malaysia or Thailand...With $Intel(INTC.US), $IQE, $XFAB, $Micron Tech(MU.US), $Wolfspeed(WOLF.US), $SOI, $SIVE, and others... If you haven't noticed by now, they're all critical to US supply chains. And every one of them are getting subsidies for securing Western supply chains. Before a major trade was to short developing US/Western equities, then hedge with subsidized foreign ones. As seen with the energy/solar firms that went bankrupt, this backfired a lot on US AI infrastructure years later with the power grid. I wanted to help change this mindset, since I believe it's very positive sum to invest in building up critical Western supply chains like photonics today. Especially if $Applied Optoelectronics(AAOI.US) hits their $471m/month projections after reshoring their production to America. Instead of hoping they fail and calling critical nodes in the supply chains memestocks/bubbles, maybe it's good to change mindsets a bit so we don't see a repeat of the US Solar sector years later. US/EU don't just hand out subsidies or CHIPS act grants to anyone.The copyright of this article belongs to the original author/organization.
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