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NEO · NeoGenomics, Inc.NeoGenomics, Inc.
🔬 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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$10.19
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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
No qualifying thesis event for 45+ days.