Optical modules are logically far more valuable than data centers because optical modules are lighter than the models of data centers. If you believe AI is the future, you shouldn't heavily bet on data centers, as tokens will become cheaper over time. Graphics cards are continuously depreciating and need to be replaced, which means that these types of data center companies must try to monetize as quickly as possible. Compared to cloud service providers that can sustainably sell cloud service resources, being an enemy of time is not a good thing in any situation.

The meaning is: if you want to buy a data center, it's better to buy optical modules instead, because data centers depreciate quickly. If you don't buy optical modules, then don't buy a data center, because these types of assets all have semiconductor cycle issues. Buying anything is not as good as buying NVDA; holding companies that sell depreciating assets is a friend of time.