Lumentum Holdings (LITE)

Leader in optical components. Particularly well-positioned on the laser side, where shortages are. Right now her firm is focusing on the networking space, and optics is one of the most attractive areas. Likes that it's a pure play. No dividend.

(Note the short timeframe.)  He trimmed. Super-high volatility. When it runs away he likes to lighten up a bit, then come back and buy cheaper. He's tracking it closely.

Competitor to COHR. Makes the lasers for laser-based communication. Very excited about it. Very attractive on this pullback. You need to be patient until 2027-28, when the real upside in optical components comes through.

At the core of the idea that data centres need to scale up, out, and across. This name focuses on scaling out. Laser and optical components that move data between chips inside the data centres. 

You have to listen when NVDA speaks, and it invested $2B in this name plus put in a bunch of product orders. No dividend.

Up 90% in Q1 and one of the best performers on the S&P. These fiber-optic stocks will continue to rise as long as the data centre build out continues.

Is +1,300% since last April. A play on optical networking equipment for the data centre.

It has gone parabolic. If he enters now, he would get killed. Would sell, not buy now.

It's had such a run, up 99% in the last 3 months.

Despite a nice bounce today, they've missed earnings too many times.