3 optics stocks and why THE NEXT BIG BOTTLENECK.

3 optics stocks and why there is still a ton of opportunity for growth here. Let's get into your list today and the first optic stock that you are looking at. So, you know, if you think about the AI infrastructure capx, it's approaching a trillion dollars. Right? So this is big money that is being spent. And so as it relates to networking and connectivity, there's this huge global shift that's happening away from copper and into optical links. So this is glass. This is used light, right? And so this gives these data centers a lot of interesting advantages. The first one we're going to be looking at is and this isker APH. APH, it's one of the world's largest manufacturers of electronic connectors and interconnect solutions. So think about connections. It's a $200 billion market cap firm and they just had one of the biggest earnings blowouts of the season. So revenues came in at 7.62 billion This is way above the street analyst estimates. EPS also beat. Their guide was well above and so I think these are the types of companies, right? They come out, they report, they beat, they raise, they tell you that, you know what, demand is very, very robust. And so these companies get rerated and so this is one of my favorite names to play the optical move. All right, so a unique first company. Let's get to the second company on your list. The next one is Corning, the ticker is GLW and they really are just five I mean is as simple as that and they are really at the center of the manufacturing of the next generation of optic cables. What is really interesting about this company is they have linked some massive hyperscaler deals. So just recently they had to deal with Nvidia and this is a US manufacturing optical connectivity for AI infrastructure. Corning is going to increase their US-based optical connectivity, 10X and US fiber capacity by more than 50%. Then I believe it was last week they announced a deal with Amazon. This is a multi billion dollar deal for US fiber manufacturing as well. So this is a massive monumental build out that is happening and this company is just right at the center of this whole revolution. Lucas, let's get to that last name in the optic story that you are following today. I like to think of them in terms of a traffic cop. So they're routing the light speed signals to all of the destinations. This is a collective component player, two hyper scaler. It's all about bandwidth and just really moving all of that data, getting it to where it needs to go. This is a wonderful name and I think this is a great buying opportunity on a pullback. I think this is a long run story. The reason for that, if you go back to their earnings, they blew away EPS. A $64, this is versus estimates of 146, revenues were up and away. The last name is going to be Siena.