INARI semakin menarik apabila RF utilisation pulih dan photonics mula menjadi growth engine baharu. FY27 dijangka menjadi inflection year, disokong AI/data centre demand, margin recovery dan kapasiti baharu. EPF turut meningkatkan pegangan, menambah keyakinan institusi.

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AI Stocks Just Lost $1 Trillion — Is the AI Infrastructure Bubble Popping? @YZFinanceMY

The $1 Trillion Reality Check in AI Infrastructure Finance 📊
As global AI equities adjust, losing more than US$1 trillion in market capitalization, institutional attention is shifting from AI narrative to infrastructure capital structures.
The macroeconomic landscape is imposing strict capital discipline across the AI value chain:
🔹 Rising Debt Capital Costs