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[@IvanaSpear](/creator/twitter/IvanaSpear)
"Add $CRDO and $CIEN to this list.Networking is the next AI trade .don't forget to tune into our Networking webinar at the end of the month"  
[X Link](https://x.com/IvanaSpear/status/1963665646539157948) [@IvanaSpear](/creator/x/IvanaSpear) 2025-09-04T18:09Z 19.5K followers, 19.3K engagements


"The market still hasnt caught up to what the $AMD + @OpenAI partnership really means for networking time to dive deeper 👇 $ANET $ALAB $CRDO $AVGO $MRVL $APH $INTC The new AMDOpenAI agreement committing to deploy X GW of MI450 GPUs isnt just a game-changer for compute. Its set to reshape the entire networking value chain. While NVIDIA continues to rely on its proprietary NVLink fabric AMD has taken a different path becoming a founding member and strong supporter of the Ultra Accelerator Link (UALink) Consortium. UALink is building an open standard for connecting AI accelerators and switches"  
[X Link](https://x.com/IvanaSpear/status/1976329050684551619) [@IvanaSpear](/creator/x/IvanaSpear) 2025-10-09T16:48Z 19.5K followers, 30K engagements