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Kieran Cavanna 5.0 6 ideas

Head of Content, CoinDesk
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SOXX
iShares Semiconductor ETF
Semiconductor capital equipment companies are poised to benefit from the construction of new memory fabs and ongoing AI demand. Old Farm is working on a strategy focused on semicap equipment.
AI/Semi  · Apr 29 · YOUTUBE
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LONG MED
CIEN
Ciena Corporation
Optical networking companies are experiencing a step-function increase in demand driven by AI data center buildout. The boom is unprecedented, and valuations were attractive at entry. Names like Ciena (CIEN), Viavi (VIAV), and Lumentum (LITE) have seen massive gains. The idea was identified via a manager co-invest and has been the best performer.
Photonics  · Apr 29 · YOUTUBE
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LONG HIGH
VIAV
Viavi Solutions Inc.
Optical networking companies are experiencing a step-function increase in demand driven by AI data center buildout. The boom is unprecedented, and valuations were attractive at entry. Names like Ciena (CIEN), Viavi (VIAV), and Lumentum (LITE) have seen massive gains. The idea was identified via a manager co-invest and has been the best performer.
Photonics  · Apr 29 · YOUTUBE
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LONG HIGH
LITE
Lumentum Holdings
Optical networking companies are experiencing a step-function increase in demand driven by AI data center buildout. The boom is unprecedented, and valuations were attractive at entry. Names like Ciena (CIEN), Viavi (VIAV), and Lumentum (LITE) have seen massive gains. The idea was identified via a manager co-invest and has been the best performer.
Photonics  · Apr 29 · YOUTUBE
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LONG HIGH
URA
Global X Uranium ETF
Nuclear power demand is rising due to AI data center power needs and restarts of plants like Three Mile Island. This directly benefits uranium miners. Old Farm has a co-invest focus on uranium miners that has performed well.
Energy  · Apr 29 · YOUTUBE
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LONG MED
PUI
Invesco Dorsey Wright Utilities Portfolio
The US grid is aging, and electrification, onshoring of industrial production, and AI data center power demand are creating a mega infrastructure spending cycle. Old Farm owns power and infrastructure assets to capture this trend.
Other  · Apr 29 · YOUTUBE
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LONG MED
Positions
TickerDirEntryP&LDate
SOXX LONG $446.67 Apr 29
CIEN LONG $475.65 Apr 29
VIAV LONG $43.60 Apr 29
LITE LONG $819.52 Apr 29
URA LONG $55.23 Apr 29
PUI LONG $48.20 Apr 29
▶ YouTube From Soros to Old Farm: How to Identify the Market’s Top Thematic Risk-Takers
Semi cap equipment from memory fabs
Semiconductor capital equipment companies are poised to benefit from the construction of new memory fabs and ongoing AI demand. Old Farm is working on a strategy focused on semicap equipment.
SOXX HIGH Monetary Matters Apr 29, 10:30
Kieran Cavanna
Head of Content, CoinDesk
▶ YouTube From Soros to Old Farm: How to Identify the Market’s Top Thematic Risk-Takers
Optical networking benefiting from AI capex
Optical networking companies are experiencing a step-function increase in demand driven by AI data center buildout. The boom is unprecedented, and valuations were attractive at entry. Names like Ciena (CIEN), Viavi (VIAV), and Lumentum (LITE) have seen massive gains. The idea was identified via a manager co-invest and has been the best performer.
CIEN VIAV LITE HIGH Monetary Matters Apr 29, 10:30
Kieran Cavanna
Head of Content, CoinDesk
▶ YouTube From Soros to Old Farm: How to Identify the Market’s Top Thematic Risk-Takers
Uranium miners benefit from nuclear demand
Nuclear power demand is rising due to AI data center power needs and restarts of plants like Three Mile Island. This directly benefits uranium miners. Old Farm has a co-invest focus on uranium miners that has performed well.
URA HIGH Monetary Matters Apr 29, 10:30
Kieran Cavanna
Head of Content, CoinDesk
▶ YouTube From Soros to Old Farm: How to Identify the Market’s Top Thematic Risk-Takers
US power and infrastructure grid spending
The US grid is aging, and electrification, onshoring of industrial production, and AI data center power demand are creating a mega infrastructure spending cycle. Old Farm owns power and infrastructure assets to capture this trend.
PUI HIGH Monetary Matters Apr 29, 10:30
Kieran Cavanna
Head of Content, CoinDesk
Kieran Cavanna (Head of Content, CoinDesk) | 6 trade ideas tracked | URA, SOXX, CIEN, LITE, VIAV | YouTube | Buzzberg