Episode
The Next Tech Boom Is Optics (3 Stocks to Buy Now)
- Published
- Jun 25, 2026
- Duration seconds
- 1409
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Summary
Get the Special Offer for the Investment Report: https://www.marketbeat.com/y/yt919/ 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 'YouTube' to 68285 for FREE SMS breaking news alerts on top stocks. CHAPTERS: 00:00 Introduction 02:30 The Five Layers of the AI Data Center 05:45 Why Optics Is the Next Big Bottleneck 07:30 Stock 1 12:00 Stock 2 17:30 Stock 3 21:00 How to Navigate AI Market Volatility DISCLAIMER: MarketBeat's videos are for educational and informational purposes only and do not constitute financial, legal, or tax advice. We are not registered investment advisers, and nothing herein is a recommendation to buy, sell, or hold any security or strategy. Investing involves risk—including the potential loss of principal—so always perform your own due diligence and consult a licensed professional before acting. All opinions are those of the presenters and may change without notice. Presenters and MarketBeat personnel may own or trade the securities discussed. Past performance is not indicative of future results; any examples or case studies shown are illustrative and not typical. Some links or promotions mentioned may be affiliate partnerships that compensate MarketBeat at no additional cost to you. MarketBeat and its representatives accept no liability for any losses arising from reliance on…