Lumentum Holdings Inc. - Common Stock (LITE)

Fabrinet is well-positioned as a manufacturing specialist for major tech companies, focused on optics and photonics, the future of AI.

Optical networking is becoming the next bottleneck in the AI infrastructure space, and that's great news for these three companies.

Nvidia stock has only gained 8% this year, roughly in line with the S&P 500.

The stock has exploded higher, but the company's artificial intelligence infrastructure story may still be unfolding. See why Wall Street remains bullish despite the valuation risk.

AI investors who missed the high-bandwidth memory boom may have a second chance as silicon photonics becomes the next critical bottleneck in AI infrastructure.

Nvidia is investing in key AI infrastructure companies, which could help it remain the dominant player in the AI hardware ecosystem.

NVIDIA is in control of AI, driving its evolution at all levels of the stack as it enters the PC market. RTX Spark is another game changer for tech.