$Lumentum(LITE)$ Third lowest volume day of the month, and it held fairly flat while the broader market was red. I still see 1000 by Friday close. Nothing goes straight up.
$Palantir Technologies Inc.(PLTR)$ This is my biggest position and I'm still holding it for the long term. Not selling. For active traders, here are the pullback levels I'm watching.
With the bullish developments across the photonics sector and positive signals from $Lumentum(LITE)$ and $Ciena(CIEN)$ , when do you expect $Fabrinet(FN)$ to finally start recovering? Do you think we'll see a meaningful rebound before the next earnings report in early November, or will earnings be the catalyst that finally drives the stock higher? Curious to hear your thoughts on the timing.
$Lumentum(LITE)$ Many hedge fund managers now agree that AI infrastructure spending for 2027 will be at least one (1) trillion. This market is going up for many years to come.
Top 10 photonics plays across the light-speed stack. AI's next bottleneck isn't compute, it's interconnect. As speeds push past 1.6T, the trade shifts from silicon to photonics. Five layers, wafer to test. Anchors, inflecting names, and speculative bets. The anchors: still running, but still in the trend. $Coherent(COHR)$ - Layer 3, Optics. 25% market share in transceivers. $5.81B FY25 revenue, +23% YoY. Named as an NVIDIA partner on Spectrum-X. Book-to-bill over 4x. Druckenmiller's pick. $Lumentum(LITE)$ - Layer 2, Lasers. The 200G EML monopoly. Only volume supplier of the lasers that make 1.6T transceivers possible. NVIDIA $2B exclusive supply agreement through end of decade. No second sourc
$Lumentum(LITE)$ One analyst just bad mouthed LITE, noting that it's trading around 100x forward/non-GAAP earnings, meaning even good results can lead to selling for profit taking. That take is pretty frustrating.
$Lumentum(LITE)$ After a roughly 10% correction, it's normal to see a small slowdown the following day. I'm holding, and I think it's going to bounce very soon.
$Lumentum(LITE)$ Adding to my position. This kind of pullback is normal and completely healthy. It shakes out weak-handed longs while catching new short sellers off guard. I'm staying long.
$Lumentum(LITE)$ Price action has been pretty jacked up lately. There's a gap trade almost every day, lol. It will be fine. There's just a ton of anxiety out there, and the algos and MMs take advantage of it.
$Lumentum(LITE)$ We filled the gap and now the bears are out talking about rates and how debt will get paid. Maybe they should take a look at the balance sheet.