$NVDA

Today I’m meeting with $AAOI management in NYC, any questions you’d like me to ask them?? In full disclosure, $AAOI is a top 10 position at @FirstWaveFund and I remain extremely bullish on the company and the stock. I still believe the best stocks to own right now are the ai capex beneficiaries ie semis, memory, optics, interconnects, power, energy storage, fabs, neoclouds and the BTC > HPC infrastructure companies. With that said, some of our positions include $NBIS $CRDO $AAOI $ALAB $AMD $INTC $NVDA $MU $HYNIX $LITE $COHR $FPS $BE $FLNC $CIFR $SEI $CRWV $QCOM $NOK $KEEL $SHAZ $BRUN Obviously some of these positions are much bigger than others. NFA. DYOR.