(Note the short timeframe.) Still one of her highest-conviction ideas. Real upside in optics will become very apparent by 2027-28. Pullback is a good entry point.
Networking components for optics. This is how data gets transmitted outside data centres and within chips. Went through a down cycle, but now seeing widespread adoption in data centres. Prefers its valuation to other names in the space. No dividend.
Is +450% since last April. A play on optical networking equipment for the data centre.