🔆 Goldman Sachs just dropped the full AI optical networking supply chain map — and it's a roadmap for the next big trade. Optical interconnect is NOT a niche. It's the backbone of every AI cluster. Here's what's in the chain 👇 1/ IC Design & Fab 🧠 $NVDA $MRVL $AVGO $LITE $COHR — designing the ASICs & photonic ICs powering AI racks. $TSM $TSEM handling wafers. 2/ Materials 🪨 $AXTI $IQE for GaAs/InP substrates. Compound semiconductor supply chain is tight — watch for bottlenecks. 3/ Optical Components 💡 Lasers (silicon & EML): $LITE $COHR $AVGO $AAOI Modules: $COHR $LITE $CSCO $MRVL $FN MPO connectors, attenuators, fiber — 20+ names across the stack. 4/ Packaging & Test 📦 $TER $KEYS $FORM $AMKR $ASMPT — back-end infra that nobody talks about but everybody needs. This isn't 1 stock. It's a whole ecosystem play. AI needs light to move data. Follow the photons. 🔆 @unusualwhales @BullflowIO — watch $LITE $COHR $AAOI $CIEN $FN for unusual flow. Not financial advice. DYOR. 🙏