๐Ÿ”ฌ The post outlines a portfolio of long positions across optical, AI, semiconductors, energy, and other sectors, with specific revenue ramp projections and long-term bets

high convictionFirst mentioned Mar 28, 2026

The post outlines a portfolio of long positions across optical, AI, semiconductors, energy, and other sectors, with specific revenue ramp projections and long-term bets.

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entry Mar 28, 2026
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openedMar 28, 2026

The post outlines a portfolio of long positions across optical, AI, semiconductors, energy, and other sectors, with specific revenue ramp projections and long-term bets.

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dormantMay 29, 2026

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