Credo
CRDO
January 7, 2026

130

Bought

There does seem to be AI fatigue, but this pick and shovel AI infrastructure play’s low price is too difficult to ignore. Analysts had some concerns about a small rise in expenses to develop the LED version of the Active Electrical Cables, which won’t be revenue accretive till 2027, but I understand the need to keep strengthening and adding product lines.

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Lumentum
LITE
July 31, 2026

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

Boston Scientific
BSX
July 1, 2026

43.28

Bought

50

Silicon In Motion
SIMO
July 1, 2026

321.01

Bought

25

Second Tranche

SiTime
SITM
July 1, 2026

700.93

Bought

25

Bought second tranche

Amphenol
APH
July 1, 2026

167.72

Bought

10

Max Linear
MXL
July 1, 2026

113.69

Bought

25

Bought second tranche of 25%

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