Manager of DRAM memory chip stock trade blockbuster ETF is back with new AI thematic bet

Impact · against what's priced in

The news acts as a fundamental validation for the photonics sector, though much of the immediate bullishness is already reflected in the steep price gains of Lumentum and Coherent. The most material takeaway is the structural shift in Nvidia's roadmap toward the 'Feynman' architecture, providing a long-term demand floor for optical networking components.

MRVL+0.70

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