Sticking to my plan - I’ve added to my $VRT position.
I’ve got the whole month ahead, and I’ll keep accumulating anything on my 18-ticker core portfolio that looks discounted.
Thesis: Data center power and liquid cooling pure play.
Receipt:
@aleabitoreddit What about $POET Small market cap, emerging play, Cash-rich after recent raises ~$400M+, Malaysia fab ramping, and partnerships with LITEON/Lessengers, volume ramp target of 30k+ optical engine shipments in 2026? Any thoughts?