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There has never been a better time for patient investors to add AI infrastructure such as Credo, Nvidia, Broadcom, Lumentum and Celestica: very profitable, high-growth companies at good-looking valuations, with long-term capex and chip outlooks extending. Connectivity names can grow even without rising capex. Per @EndicottInvests, after selling off despite beats, Nvidia trades at 18x forward earnings growing 100% this year, Broadcom at 19x growing 65% and Credo at 20x growing at least 85%. x.com x.com
