
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.
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%