NEXTRONICS

View History (1, newest first)

1. 06/16/2026, 10:46BullConviction: 6/10REITView 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.