Sector: aioptical
Conviction from: S&PCitrini
Tradable on: Bitget →
Designs and sells optical and packet networking systems, software, and services used by carriers and cloud providers to build and scale high-capacity communications networks.
2 tracked filer(s) hold this · 0 opened, 1 added, 1 trimmed in 31-MAR-2026
Aggregate 13FScore 48 — mean of 2 scored holder(s) · buyers (new/add) avg 42. Higher = the smart money in this name has the better track record.
| Filer | 13FScore | This quarter | Shares | Value | % of their book |
|---|
| Ancora | 42 | Added +26% | 24 | $9,318 | 0.0% |
| Bridgewater | 55 | Trimmed -32% | 143,846 | $55,845,333 | 0.2% |
Beyond 13F — activists, insiders, politicians & research
4 disclosed trade(s) by 2 filer(s).
5 disclosed trade(s) by 1 filer(s).
| Trade date | Who | Type | Amount | |
|---|
| 2026-07-01 | Trump, Donald J President | SELL | $15,001 - $50,000 | PTR |
| 2026-07-01 | Trump, Donald J President | BUY | $50,001 - $100,000 | PTR |
| 2026-05-14 | Trump, Donald J President | BUY | $50,001 - $100,000 | PTR |
| 2026-05-14 | Trump, Donald J President | BUY | $100,004 - $250,000 | PTR |
| 2026-05-14 | Trump, Donald J President | BUY | $1,001 - $15,000 | PTR |
| Report | Date | Stance |
|---|
| #120 — Agentic Utilities: Always On, Never Prompted | 2026-03-25 | LONG |
| #119 — Let There Be Light: Revisiting the Optics & AI Connectivity Theme | 2026-03-12 | WATCH |
| #112 — Carving Up the TPU: Leftovers for Jensen or Just Gravy on the AI Trade? | 2025-11-27 | WATCH |
| #107 — Stargate: A Citrini Field Trip | 2025-09-28 | WATCH |
| #104 — State of the Themes: Long GOOGL, Asian Outperformance and the Age of Virality | 2025-08-18 | WATCH |
| #80 — Market Memo: January Musings | 2025-01-09 | WATCH |