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Goldman Sachs just handed us a roadmap to the data center infrastructure nobody’s watching yet.
A fresh Goldman Sachs report landed this week, and it’s making the rounds for good reason. It highlights a category I’ve been quietly building positions in — the co-packaged optics and and specialized power delivery component makers that power chip-to-chip communication inside data centers.
Everyone knows chips are the picks and shovels of AI, but the real bottleneck breakers are the components that let all that silicon actually communicate at scale.
As AI demand explodes, data centers need more bandwidth, more throughput and far better connectivity between compute units. That’s exactly where these companies come in. They’re the infrastructure behind the infrastructure — and most are still small, underfollowed and early in their growth curves.
The Names I’m Watching
A few tickers already showing up on my screens include Vicor (VICR), Microchip Technology (MCHP), Alpha & Omega Semiconductor (AOSL) and Vishay Intertechnology (VSH).
A lot of these are printing early breakout patterns — clean, structured moves that often precede stronger continuation if the broader tape stays supportive.
In a low-volatility environment, those breakouts tend to follow through more consistently, which opens the door for more tactical swing setups.
Because several of these names are smaller, liquidity can vary, and in some cases shares are the cleaner way to express the trade. The key is keeping position size proportional and building as the trend confirms.
Why This Matters Now
The buildout of AI infrastructure is happening fast, but the crowd keeps rotating into the most obvious areas — chips, crypto, and the usual momentum leaders.
Meanwhile, the quieter winners are the component makers enabling faster chip-to-chip communication inside data centers. These aren’t the names everyone is chasing, which is exactly why the setup is interesting.
When the market fully recognizes the bandwidth bottlenecks inside AI infrastructure, these co-packaged optics and power plays are already likely to be extended.
I’m putting together a deeper breakdown that includes additional names and how I’m structuring risk around them in real time.
Recent performance snapshot: Nebius (NBIS) 23%, Benchmark Electronics (BMU) 15%, Qualcomm (QCOM) 13%, Firstsource Solutions (FSL) 11%, Applied Optoelectronics (AAOI) 8%, Sound Dimension (Sound) 5.8%, with small losses in USA Rare Earth (USAR) and Trilogy Metals (TMQ).
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To better trading,
Alex Reid
WealthPin
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*This is for informational and educational purposes only. There is inherent risk in trading, so trade at your own risk.
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