$Applied Optoelectronics(AAOI)$ My portfolio is still up 140.8% YTD, so I think I can handle a short-term 15% drop on AAOI. AAOI is still up 203% YTD, AMD is up 189%, and COHR is up 64%. Those are my three largest holdings. HUT is up 94%, NOK is up 64%, and CRWV is up 24%. I'm not worried.
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