📊Portfolio Overview📊 **UPDATE THIS WEEK: I got assigned shares of $ASTS on Friday, increasing my position by about 34%. Main Account: $ASTS 61.68% $MU 24.19% $TE 4.21% $CLFD 0.98% 💵Cash 8.94% Roth IRA $TMDX 29.31% $NBIS 11.12% $ASTS 8.49% $CRDO 8.46% $POWL 7.94% $BE 7.07% $BAER 6.4% $FIX 6.38% $VRT 6.15% $ANET 5.51% $GEV 3.17%

My guess is power upgrade (hitting 27/28) or robotics as the sector. For a 5x, a smallcap but surprisingly critical player. Maybe WOLF if they get nvda approval and their 1200v SiC isn't a lie? I like clfd-fits stupid but important. For robotics maybe a weird Cognex subsidiary?

$AMD , $INTC , $PENG , $QCOM , $CLFD to name a few

$CLFD would love a restest of the breakout to add!

$CLFD just sitting at the 200W MA with the rest curling up More fiber per DC = More need for fiber management Why wouldn't this work from here?

💼 Logical Thesis picks today: $CLFD $RSP $CIFR six7alpha.com/invest-like/lo… #Investing #StockPicks

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CLFD?

Out of ClFD?

Why is $CLFD not moving

Stagflation Worries Take Center Stage as CPI Looms This tricky market environment requires a stout defense. pro.thestreet.com/market-com…

오늘도 나스닥은 -3% 하락했다가 오후에 매수가 시작되며 -1% 하락으로 마감. 내 포폴도 하락했는데 그나마 $VELO가 19.7% 상승해 손해를 완화해줌. 오늘도 포폴을 정리함: Asts: $95에 나머지 보유주 전량 차익실현. 15.4% 수익. Velo: $20에 부분 차익실현. 86.3% 수익. Clfd: $39에 전량 정리. -4.9% 손실. 난 6월 첫째주 까지는 그래도 장이 괜찮을거라 생각했는데 지난주 금요일에 한 대 쎄게 맞음. 보통 그정도 폭락이면 다음날 시장이 어느정도 반등하기 마련이라 난 MXL, CLFD, FLNC를 매수했음. 그런데 어제/오늘 장과 내 보유주의 움직임을 보니 조정이 시작됐다는 생각에 MLX, CLFD, FCEL, ASTS, RELL 등의 보유주를 정리함. 난 조정이 1/2~2/3 정도 진행됐다 생각하고 아직 매수는 좀 이른것 같음. 6월 셋째주 까지는 장이 약세이거나 횡보하리라 봄.

$CLFD swing added a few today at 38's

Caitlin do you have specific optical networking plays you like most? I find HIMX & CLFD interesting

Added 70 new stock write-ups to the site (pt final): @RodrigoLezama7 (holding updates) - $WGS, $QSI, $LEAT, $QTRX, $III, $IFA.TO, $HMM-A.TO, $NAUT, $CLFD, $CCLD, $CAI @rk8215 - $AMPG @Govro12 - $6333.T @ResearchGrizzly - $PIRC.MI (short) and more...

I added 12 names to aibottlenecks.app today (after numerous requests). pattern is pretty simple: HBM / packaging $FORM, $Q fab inspection $6920.T photonics / CPO $AIXA.DE, $SMTC, $3363.TWO connectors / interconnect $TTMI, $CLFD power $AOSL, $WOLF AI infra $PENG cross-stack weird one $SOLS went a bit further than “does this benefit from AI?”, more like where does the physical system get stuck? - test the HBM stack - inspect the EUV mask - move bits optically -route power into the rack - connect the boards - cool the building - convert the fuel AI still gets discussed like software, but the investable map keeps looking more like a factory floor 🏭

Out of ~3,000 stocks I screen, these score a perfect 15, my model's top score: fast growth, cheap for that growth, a fresh earnings beat. The model's sector-blind, so I don't own all of them. $SEZL * $VRT $NXST $TSEM $CLFD $CVNA * = I'm long. Not advice.

$CLFD too, high institutional backing, higher short interest and currently in accumulation

i am predicting 5 price target this year $MU $1500 $CRDO $440 $GRID $275 $CLFD $90 $SIVEF $21 See you all with 100% Gains on these 5 stocks this year.

@christianoboria thoughts on optical networking ? I just found your page . I like twitter favs Sivers & foci & HIMX Gonna do some research into CLFD