NVIDIA's latest 13F filing does not tell the story it seems to at first glance. The apparent divergence in its CoreWeave and Nebius holdings is a prime example.
Everyone knows AI needs powerful chips. But what if the next big AI opportunity is actually the technology helping all of those systems communicate with each other?
Why are AI stocks ripping while Main Street bleeds? The answer is the bottleneck trade, and Nvidia just tipped its hand on where the next one is forming.
Optical components are in high demand due to their mission-critical role in AI data centers, which explains why Lumentum Holdings' shares have shot up remarkably this year.
