AI infrastructure stocks · X 热门 · 2026-09-25 14:01 UTC

# AI infrastructure stocks — X 热门讨论 (2026-09-25 14:01 UTC)

## @StonkValue (Value Investing Edge) · 09-25 12:01 · ♥36 ↻7 💬2 Goldman Sachs expects the AI photonics market to grow by nearly 1,000% by 2028.

These 10 optics stocks are the biggest AI infrastructure bottlenecks of the next few years:

1. $AXTI | Critical materials supplier for AI optics, producing indium phosphide substrates used in high speed lasers, optical transceivers and co packaged optics. Q2 2026 delivered its highest quarterly InP revenue ever. https://x.com/StonkValue/status/2103454720874754224