Not many wanted to touch @intel when it was at book value of $18 2y ago. Meat of the move is done but everyone is horny at $80+. FWIW, IMO, LPTH is where INTC was 2y ago. It is my largest FA bet since Intel. The thesis is simple: Trump is nationalizing the supply chain of semis via INTC just like he is for drones and drone components. LAC, INTC, etc....all the companies the gov took a stake in were for nationalization purposes against China Companies that are US based, with a US only means of production/patent, will continue to massively rerate. FWIW, my biggest bet after INTC is LPTH. TLDR: "exposure to OISL is just one vertical inside a wider defense and commercial turnaround story for Lightpath that is focused on domesticating the supply chain for critical infrared materials and taking market share away from traditional Germanium-based optics." 🍌(CryptoCondom)