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2026-05-06 23:38:52

$NVDA increased by more than 5% today as the market finally rewards Jensen's AI infrastructure deal-making.

These deals essentially outline a roadmap showing where shortages are worsening and which bottlenecks are most critical:
• Computing power: $CRWV, $NBIS, OpenAI, Anthropic
• Optical connectivity: $COHR, $LITE

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