Jun. 26 at 3:06 PM
Opportunities coming to buy great names at great prices.
Do not rush into buying anything yet but here’s a list of names I like:
$ALAB - AI infrastructure / semiconductor supply chain exposure
$COHR - optical + connectivity layer for AI data centers
$AAOI - optical transceivers tied to hyperscaler demand
$SIVE - small-cap / high-volatility setup, early-stage positioning
$LPK - cyclical materials exposure with longer-duration upside potential
Not fully positioned across the board yet - still building selectively as levels develop.
Time horizon here is 1–2 years, where fundamentals tend to matter more than short-term volatility.
Let price come to you, don’t chase the narrative.
