Kairos@KairosPraxis

I'm usually more mindful of concentration but this year I've gone all in on AI optics stocks and a decent chunk of my portfolio is in $LITE, $CRDO, $SMTC and adding to the AI theme is $ATS.VI. Think these businesses do well regardless of how the AI build out goes

tweeted Wed, Aug 26 · counted from Thu, Aug 27 close