304
Sold
20
Profit taking of the March purchase at $237. Excellent results today: The investment thesis remains sound and intact, but I believe the stock is priced to perfection and likely to stay range bound for a while.
192
Sold
20
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.
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
