Jan. 24 at 5:33 PM
$LITE This is such a quiet group here. Stull only 6K people watching. I like names which are not eyed by retailers. We quietly bounced off at the 30wk EMA. On a fundamental basis its the cheapest stock in the optical and photonic space. I took a position in this on close yesterday. All other names
$COHR $AAOI and the WSB fav
$POET are all relatively expensive. I like that people are nervous about AI but that is where spend is happening. Layoff at companies like
$AMZN shows that AI is disrupting and the spend is going to increase in the next year or two. Follow trends and fundamentals. Long
$LITE
