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Jensen Huang Tracker Profile picture
Jensen Huang Tracker
@HuangTracker
Tracking Huang's trades so you can invest alongside.
Jun 20 • 7 tweets • 2 min read
Jensen Huang just flew to a factory that could save AI companies billions.

Here's the stock nobody is talking about: Image Coherent - $COHR

Makes indium phosphide lasers that transmit data between chips at the speed of light.

Copper can't do this at scale.

Silicon photonics is the only way to connect hundreds of thousands of processors in Nvidia's Vera Rubin Ultra platform.