SL SLCA US Silica Holdings Inc. Загрузка... : Бычьи и медвежьи мнения аналитиков

User “AdCritical5383” argues that optical chips will use fiber optics made from industrial quartz sand, and the largest publicly traded supplier is US Silica (SLCA). The comment recommends a “full port” into SLCA. This is a thematic play on the AI/optical interconnect narrative, grounded in a supply-chain logic that many WSB users find compelling. A contrarian, deep-value play on the shift to optical computing, well-argued with a clear catalyst (AI data centers needing glass-based fiber). Only one detailed comment — lack of broad consensus. The thesis may be premature or incorrect if optical chips don’t materialize quickly.