$COHR

There’s always going to be new opportunities in the markets. like scale across with $MXL tam expansion. I’ll keep pointing them out for fun but I’m not long on many ideas unless it’s super super compelling like cpo. But I’m personally happy chilling in existing longs I’ve mentioned recently, like win, Shunsin, sivers, IQE, and those types. Sometimes it’s better to just let them play out if they’re early in the cycle, or a bit further in like Nebius, or even $EWY for memory or $COHR for photonics. Then constantly hopping ship to ship to catch a completely new wave like glass core substrates and such. Helps remove a lot of the fomo since a lot of times winners keep on winning when a thesis is validated.