Who thought it was a good idea to give Tangerine Peel inspired companies the funds…To short the fastest growing names in photonics and memory?$Sandisk(SNDK.US) and $Applied Optoelectronics(AAOI.US) have been on a hyperbolic run. And I see names like AAOI continuing to grow as optical transceiver + Made in America supply chains grow.Source: Serenity

Sandisk

Applied Optoelectronics

AI/Semi Supply Chain Analyst
ex. RISC-V FDN, AI research scientist;