Mentioned On
Episode Mentions
TBPN · Jul 29, 2026
RSI Is Closer Than People Think, Per Tae Kim
“One of the optical component companies Nvidia took a stake in to secure supply chain for AI networking.”
AI Sentiment and Market FUD AnalysisRecursive Self-Improvement (RSI) Timeline and Compute ImplicationsKimi Open-Source Model and Compute Demand
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Stock Market Today With IBD · May 5, 2026
AI Continues To Lead Rally; Sandisk, Lam Research, America Movil In Focus
“Optical networking stock beat EPS but missed revenue slightly; strong guidance but fluctuating after-hours on high valuation”
AI Hardware Stock Valuations and Extended MovesTechnical Analysis: Moving Averages and Stop-Loss PlacementRisk Management in Power Trends
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Best Stocks Now with Bill Gunderson · May 5, 2026
Tuesday May 5, 2026
“Fiber optic stock with Stifel price target upgrade; critical for high-speed network infrastructure in AI era”
Memory Chip Stock Performance and ValuationAI Infrastructure Investment ThesisSemiconductor Supply Chain and Earnings Growth
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Mad Money w/ Jim Cramer · Apr 22, 2026
Mad Money w/ Jim Cramer 4/22/26
“Optical networking equipment maker benefiting from data center buildout; Cramer notes missed opportunity despite prior CEO interview”
AI Infrastructure Investment StrategyMomentum Trading vs. Value DisciplineEnterprise Software Margin Dynamics
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Dwarkesh Podcast · Apr 15, 2026
Jensen Huang – TPU competition, why we should sell chips to China, & Nvidia’s supply chain moat
“Silicon photonics supplier; NVIDIA partner for advanced packaging technologies”
NVIDIA's competitive moat and ecosystem lock-inTPU vs GPU architecture trade-offs for AI workloadsSupply chain control and capacity forecasting
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