GLW
Corning Incorporated
stock NYSE

You cant miss it if its still going :)
Might be some stocks left to milk a bit like how GLW and the other photonics ones pulled back not long ago

The two stock tags in your picture are NVDA and MU. The only way that demand slows down for MU as if it also slows down for NVDA. I would argue that a rewrite would be needed for MU. NVDA continues to grow their earnings and maintain operating margins above 70%.
Until you can disprove the paradox, or until NVDA has a massive collapse of their business dominance, you have to put something in it because of consistent revenue growth. Is the upside lower than some of its peers? of course it is. The last time NVDA posted a revenue decline was Q1 24 when they posted about $7.2B in revenue. This most recent quarter was $81.9B. That’s over 10X in the last three years since they just reported Q1 27. Some AI companies get to command the same pricing power now. MU is one of them.
AAOI wasn’t included in any of the original documentation but companies like them and GLW are recognizing their pricing power too. If you think they are bad prices, short them. See if it works out. But until you see the two conditions I stated at the beginning, you have to assume revenue growth in NVDA and MU. The smaller players are still to be determined but make your investments accordingly or risk missing out on the generational wealth opportunities this phase provides

You cant miss it if its still going :)
Might be some stocks left to milk a bit like how GLW and the other photonics ones pulled back not long ago

The two stock tags in your picture are NVDA and MU. The only way that demand slows down for MU as if it also slows down for NVDA. I would argue that a rewrite would be needed for MU. NVDA continues to grow their earnings and maintain operating margins above 70%.
Until you can disprove the paradox, or until NVDA has a massive collapse of their business dominance, you have to put something in it because of consistent revenue growth. Is the upside lower than some of its peers? of course it is. The last time NVDA posted a revenue decline was Q1 24 when they posted about $7.2B in revenue. This most recent quarter was $81.9B. That’s over 10X in the last three years since they just reported Q1 27. Some AI companies get to command the same pricing power now. MU is one of them.
AAOI wasn’t included in any of the original documentation but companies like them and GLW are recognizing their pricing power too. If you think they are bad prices, short them. See if it works out. But until you see the two conditions I stated at the beginning, you have to assume revenue growth in NVDA and MU. The smaller players are still to be determined but make your investments accordingly or risk missing out on the generational wealth opportunities this phase provides

$GLW boys

Correct, it's all about low expectations creating a huge move. NBIS has 30% short interest and Michael Burry was famously short going into earnings. He's right, in the end maybe one of these companies is left. NBIS in Europe and I can't say CRWV unless they keep getting "money for infrastructure" from Nvidia to "buy more GPUS".
The honest truth is even Nvidia sees the writing on the wall. Photonic components, then chips and the finest fiber made by Corning/GLW meaning almost every step of the process of a single server rack will require
[Neurophos](https://www.neurophos.com) already shrunk photonic chips 10,000x and [Q.ANT](https://qant.com) has two real world AI deployments with their servers that will daw 30x less power and integrate into a data center. Neoruphos is dreaming bigger but will probably fail unless they are acquired for their patents but it's exciting to see a server that is utilizing light instead of transistors.