Za great article as they always are. You truly have a gift and I am so happy to have joined you. I didn’t follow you until 4-5 months ago but am glad I am part of this amazing group. Looking forward to a full year of your guidance and help.
Hi ZA, Photonics and overall optical fiber looks hot. The fight for the future of photonics tech is heating up, which is why Marvell just bought Celestial AI. What do you think of the optical fiber sector? GLW, LITE, Ciena are already way up. Everything needs to go optical now, right? For data center connectivity this looks like a real gap and the whole optical fiber system needs upgrades. What do you think?
Glad you did this. Very glad. Thanks for it. I said something about your 2025 preview was going to blow the hinges off, when you posted it. Great to see it came true haha.
Prior to this Substack was struggling mightily. Negative YTD. Now I am +41% since joining this Substack in just two months… PATH BE GEV RDDT TE EOSE many other ideas.. thank you man.
Za great article as they always are. You truly have a gift and I am so happy to have joined you. I didn’t follow you until 4-5 months ago but am glad I am part of this amazing group. Looking forward to a full year of your guidance and help.
I’m really glad we connected Jordan, you’re smart and have a ton of good ideas. Appreciate you!
Same.
Great Man
Thanks man!
Hi ZA, Photonics and overall optical fiber looks hot. The fight for the future of photonics tech is heating up, which is why Marvell just bought Celestial AI. What do you think of the optical fiber sector? GLW, LITE, Ciena are already way up. Everything needs to go optical now, right? For data center connectivity this looks like a real gap and the whole optical fiber system needs upgrades. What do you think?
They’re a focus of my 2026 preview! I agree with you completely.
Great! looking forward to seeing the review.
Glad you did this. Very glad. Thanks for it. I said something about your 2025 preview was going to blow the hinges off, when you posted it. Great to see it came true haha.
Has gone way better than I expected! Thank you man.
Brilliant again!
Thanks Fiona!
Wake up babe, new Za Alpha just dropped
Don’t wake her up it’s late…
Your'e a baddass Za, really glad I found you...
Appreciate you RBF! Glad I’ve been able to help.
Love the article Za, keep it up!
Thank you Pat!
Fantastic work. Consider this portfolio with 5-8% max loss on each position. This portfolio then outperforms SPY by a very large margin.
Thanks Zen! I already have a nice list of names for 2026… it’ll be tough to beat 2025 but I think we can do it.
Biggest trade of the year buying with you at 83-84. Thank you.
Assuming you mean BE! Nice job. Only takes a few.
Prior to this Substack was struggling mightily. Negative YTD. Now I am +41% since joining this Substack in just two months… PATH BE GEV RDDT TE EOSE many other ideas.. thank you man.
I really appreciate this comment and I’m so glad to hear. Awesome job Paul!
The China and solar calls are very impressive because of how contrarian they were. Often the best alpha in investing… being contrarian!
Thanks Ucka, they did very well in Trumps first term so I thought history could repeat!
Can’t wait Za
It’s been fun to write up thus far.
🔥
Thanks Alex!
Jeeze. This is impressive. Really nice za.
Thanks Xander I appreciate that.
Fantastic work Za, I wish I had been a member in December 2024 . I wont make that mistake this year for sure . Looking forward to 2026
We’ll crush 2026!