Profit taking/de-risking/raising cash anticipating high interest rates to correct growth stocks. We could be in for a correction for a few months. Long term strategy focus on AI and growth stock remains one of cautious optimism, with some rebalancing and raising cash levels to buy at cheaper prices.

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

Second Tranche

Bought second tranche