Latest / Chip Stock Investor Podcast

How to Invest In Chip Stocks 2026 -- AI Data Center Networking, Optical, and Silicon Photonics
The AI supercycle is expanding beyond just GPUs. In our first episode of the 2026 series, we break down the critical infrastructure that acts as the "roads and freeways" for data: data center networking, optics, and silicon photonics.<br>Logic chips (like CPUs and GPUs) are the "office" where work gets done, but the network is the "commute" that moves that data. Without advanced cabling, transceivers, and switches, AI clusters simply cannot function.<br>Find out what companies are involved in this fast growing market and how to approach investing in them. <br>Join us on Discord with…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.