u/Appropriate_Top_5274

7 theses · first seen Oct 20, 2026
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Past performance does not predict future results. Informational only, not investment advice.

Thesis history

$AVGOr/ValueInvestingDiscussionbullish
u/Appropriate_Top_5274 · 9d ago6 prior · awaiting results

BofA now estimates the AI networking market to grow from $95.6B in 2026 → $394B in 2030.

BofA forecasts AI networking market growth from $95.6B (2026) to $394B (2030), with optical segment expanding from $15B to $111B, benefiting optical semiconductor and infrastructure providers.

At post $354.73Now $360.70+1.7% since postedas of Aug 24, 1:28 PM ET
original post →
$ALABr/ValueInvestingDiscussionbullish
u/Appropriate_Top_5274 · 9d ago6 prior · awaiting results

BofA now estimates the AI networking market to grow from $95.6B in 2026 → $394B in 2030.

BofA forecasts AI networking market growth from $95.6B (2026) to $394B (2030), with optical segment expanding from $15B to $111B, benefiting optical semiconductor and infrastructure providers.

At post $324.11Now $276.54-14.7% since postedas of Aug 24, 1:28 PM ET
original post →
$CRDOr/ValueInvestingDiscussionbullish
u/Appropriate_Top_5274 · 9d ago6 prior · awaiting results

BofA now estimates the AI networking market to grow from $95.6B in 2026 → $394B in 2030.

BofA forecasts AI networking market growth from $95.6B (2026) to $394B (2030), with optical segment expanding from $15B to $111B, benefiting optical semiconductor and infrastructure providers.

At post $200.84Now $218.98+9.0% since postedas of Aug 24, 1:28 PM ET
original post →
$MAASr/ValueInvestingDiscussionbullish
u/Appropriate_Top_5274 · 9d ago6 prior · awaiting results

BofA now estimates the AI networking market to grow from $95.6B in 2026 → $394B in 2030.

BofA forecasts AI networking market growth from $95.6B (2026) to $394B (2030), with optical segment expanding from $15B to $111B, benefiting optical semiconductor and infrastructure providers.

At post $11.54Now $16.00+38.6% since postedas of Aug 24, 1:28 PM ET
original post →
$MRVLr/ValueInvestingDiscussionbullish
u/Appropriate_Top_5274 · 9d ago6 prior · awaiting results

BofA now estimates the AI networking market to grow from $95.6B in 2026 → $394B in 2030.

BofA forecasts AI networking market growth from $95.6B (2026) to $394B (2030), with optical segment expanding from $15B to $111B, benefiting optical semiconductor and infrastructure providers.

At post $265.86Now $228.44-14.1% since postedas of Aug 24, 1:28 PM ET
original post →
$COHRr/ValueInvestingDiscussionbullish
u/Appropriate_Top_5274 · 9d ago6 prior · awaiting results

BofA now estimates the AI networking market to grow from $95.6B in 2026 → $394B in 2030.

BofA forecasts AI networking market growth from $95.6B (2026) to $394B (2030), with optical segment expanding from $15B to $111B, benefiting optical semiconductor and infrastructure providers.

original post →
$LITEr/ValueInvestingDiscussionbullish
u/Appropriate_Top_5274 · 9d ago6 prior · awaiting results

BofA now estimates the AI networking market to grow from $95.6B in 2026 → $394B in 2030.

BofA forecasts AI networking market growth from $95.6B (2026) to $394B (2030), with optical segment expanding from $15B to $111B, benefiting optical semiconductor and infrastructure providers.

At post $995.41Now $835.05-16.1% since postedas of Aug 24, 1:28 PM ET
original post →

End of results.