BTW, I started positions in cohr lite since last Oct,Nov25 and held since, 10%only
Recently accumulated aaoi(knew this company 2 years ago, neglected with my own ignorance with not much curiosity and digdeep attitude) around 140-150.
Firm believer in Optics.
Convinced that my son will be pursuing his PhD in Optics statlrting Sept26.
@aleabitoreddit whenever Cramer bless a stock, it often goes down, an interesting barometer of reverse trending. LLM based AI chat got or Gemini are better indicators
@aleabitoreddit I did a bunch of sell PUT AAOI at 150 155 160 July 17 to buy more or take the premium. I also added COHR a few more hundred shares at 350.... only concerns is that I might be over-weighted on COHR...#1 position now overtaking my AVGO accumulated since 3 years ago
I may have 65-70% confidence level for 5X on "pope huang" as He partners with marvell due to the fact that AVGo is getting bigger and more threatening to Nvidia than ever before..Jessen needs to have Matvell on his camp to fight with Broadcom. I like Marvell but it can never catch up with Avgo since Hock is such a great CEO and great businessman