We’re Tracking 30 Signals Across 9 of Our Pro Portfolio Investing Themes
Let’s scan through the headlines for the stories of the week that speak to our Pro Portfolio holdings.
First Broadcom, Now Ciena… But the Networking Opportunity Is Still Ahead
Ciena sees its addressable market doubling over the next several years.
We’re Upgrading Our Broadcom Price Target and Rating
Despite a modest miss, the larger AI chip opportunity remains our focus.
May Monthly Roundup: Sell in May? No Way!
We put capital to work in several holdings, booked massive gains on two others, and added a new candidate to the Bullpen.
New Price Target for This AI and Networking Chip Holding
We’re also lifting our checkpoint level and identifying a potential pick-up point.