The Next Tech Boom Is Optics (3 Stocks to Buy Now)
Published: June 25, 2026
Duration: 23:29
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The AI data center build out is approaching a trillion dollars in infrastructure spending — and most investors are focused on the same handful of names. Lucas Downey from TradeSmith breaks down the fifth and final layer of the AI data center stack that almost nobody is talking about yet: optics and networking connectivity. He covers three stocks with multi-year hyperscaler deals already locked in and earnings that keep blowing past analyst expectations.
View Bridget's Buys here: https://www.marketbeat.com/bridget
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The AI data center build out is approaching a trillion dollars in infrastructure spending — and most investors are focused on the same handful of names. Lucas Downey from TradeSmith breaks down the fifth and final layer of the AI data center stack that almost nobody is talking about yet: optics and networking connectivity. He covers three stocks with multi-year hyperscaler deals already locked in and earnings that keep blowing past analyst expectations.
View Bridget's Buys here: https://www.marketbeat.com/bridget
📲 Text...