@Mavs_FFL We are definitely positioned way better than the Lakers for the next 5-10 years. I really hope Luka comes back and wins multiple championships in Dallas
Jensen Huang: “Demand is enormous. From wafers to silicon photonics and cable connectors, everything across the entire industry supply chain is in short supply.”
Honestly I’m expecting FOCI (3363) to blow away projections over next two years.
It’s a pretty high conviction position for me medium term at this level.
Since they’re expected to be the leading supplier to $NVDA and $TSM and get frequently cited as a bottleneck for that $91B+ 2028 CPO TAM (GS).
Insane how it’s $3B MC as a critical CPO bottleneck required for scale, while LightWave Logic literally has around the same valuation at $2.7B in development stage.