The analyst suggests a balanced long play on LITE, STMPA, and GOOGL, and a very aggressive long play on KALRAY, IQE, and RPI, noting potential upside especially for RPI due to Mac mini price increases.
Balanced play includes LITE, STMPA, GOOGL; aggressive play includes KALRAY, IQE (noting appreciable drawdown), and RPI (expected demand due to Mac mini price upside).
@DrTilt2 MDR Pour un play balanced >LITE >STMPA >GOOGL Pour un play très agressif >KALRAY >IQE (drawdown appréciable) >RPI (les gens vont se ruer dessus vu l’upside du prix des Mac mini) NFA
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