(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.
He fears that this sector will get hit. Sell half now, then wait.