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MC

0Bull0Bear1Mention
$52$57$63$69$7403/2704/2005/1206/0306/25
8-10 confidence views use larger markers▲ Bull▼ Bear● Mention

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  1. MentionView on X →
    Still holding Foci/Nextronics. There was a CPO bear post from an analyst that said there would be delays (which $NVDA denied), which caused CPO related stocks to crash. Personally think Foci will end up a bottleneck for $TSM COUPE / $NVDA and Nextronics to be a beneficiary of optical components relative to MC in $NVDA supply chains. We'll see how this plays out.