He fears that this sector will get hit. Sell half now, then wait.
Stock price when the opinion was issued
As of Jun 30, 2026. Market Open.
Is +450% since last April. A play on optical networking equipment for the data centre.
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.
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He fears that this sector will get hit. Sell half now, then wait.