Skills

[Skills @SkiIIls]

@ParadisLabs What makes you choose $lite over $cohr?

[Skills @SkiIIls]

@crux_capital_ Hey Gaetano. What are your thoughts on Sive, and are you thinking of doing a deep dive on it soon possibly?

[Skills @SkiIIls]

@PhotonCap whats your thoughts on $sive?

[Skills @SkiIIls]

@zephyr_z9 What's your take on $cohr?

[Skills @SkiIIls]

@aleabitoreddit Great post! Do you see Cohr having an advantage longer term in the photonics theme compared to lite since it’s vertically integrated and seems to be focused on the endgame early like the 3.2T?

[Skills @SkiIIls]

@crux_capital_ Is Cohr still your largest holding or have you reallocated funds after the recent announcements?

[Skills @SkiIIls]

@aleabitoreddit So in terms of your portfolio weight, do you have more exposure to $cohr than $lite considering its "safer today"?

[Skills @SkiIIls]

@aleabitoreddit So would you say as of right now $aaoi is a much better long term pick than $Cohr and $lite?

[Skills @SkiIIls]

@crux_capital_ Would you have said that $cohr earnings was abit of a disappointment based on expectations? And do you see them potentially prioritising their data centre segment more in the future rather than being diversified.

[Skills @SkiIIls]

@crux_capital_ Do you see $cohr being a better long term pick over $lite as they are vertically integrated?