1Mon·

Exclusive-Trump administration drafting ban on Chinese data center devices, sources say

https://www.aol.com/articles/exclusive-trump-administration-drafting-ban-100549000.html

"The Federal Communications Commission, which oversees the U.S. telecom industry, is working on the measure to bar imports of new Chinese optical transceivers, which allow data to travel over fiber-optic cables at the speed of light within data centers. Officials hope to publish it this year, when it would take effect."

Who's affected: $AXTI (+3.12%)
$GLW (+4.73%)
$AAOI (+5.48%)
$COHR (+5.03%) and $SIVE (+2.87%) let's see how this will play out

www.aol.comExclusive-Trump administration drafting ban on Chinese data center devices, sources say - AOL

8 Comments

savvy_investor_3426@savvy_investor_3426

Hello do you think $GLW shows a gooood risk reward for entering long ?

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Investor@investingbeginner

@savvy_investor_3426 I don't own it, but most AI stocks will benefit from the buildout including $GLW and Nvidia already has a stack in it. But the problem with these AI stocks, most of them dropped and haven't reached the top again, so maybe buy in trenches as long as your average is low it shouldn't be a problem

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Investor@investingbeginner

@savvy_investor_3426 just understand the risk, look how much $AXTI dropped for example or even $AAOI , i hold $AAOI but i bought it after the drop avg 85Euro

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savvy_investor_3426@savvy_investor_3426

@investingbeginner thank you very much, in general: Which stocks show a great risk reward right now only your personal opinion, i will make a dive on it. Appreciate it

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Investor@investingbeginner

@savvy_investor_3426 see this news now released https://x.com/OpenOutcrier/status/2097308951163367483 lol

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savvy_investor_3426@savvy_investor_3426

@investingbeginner i think $GLW shows good risk reward here. :)

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Investor@investingbeginner

@savvy_investor_3426 I think $AAOI would be a good buy, you can look into that. I also recommend $NBIS which is my biggest position. But even $GLW now they did this deal until 2032, so you can also look into that seems promising

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savvy_investor_3426@savvy_investor_3426

@investingbeginner already bought big deals !! :)

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