340
Bought
The sell off from $420 is overdone, the long term story remains terrific. This is the second best bet in AI after Nvidia and Hock Tan’s credentials are second only to Jensen Huang’s.
727.46
Bought
This is one of the best companies in CPO (Co Packaged Optics) and NPO (Near Packaged Optics) for datacenter networking. I will likely add more. LITE reports on 8/11
43.28
Bought
50
321.01
Bought
25
Second Tranche
700.93
Bought
25
Bought second tranche
167.72
Bought
10
113.69
Bought
25
Bought second tranche of 25%
