AI Infrastructure Stocks & NOT

Episode 531

00:00 Introduction

02:15 $APH

03:49 $DELL

04:37 $CIEN

05:51 $COHR & $LITE

06:29 $GLW

07:13 $CSCO

08:00 $FLEX & $JBL

09:05 $NDSN

10:14 $RAL

11:08 $ROK & $HON