$Lumentum(LITE)$ An old millionaire once told me you need nerves of steel to make money in today's world. I think a lot of us long-term holders have been somewhat like that — I've been in this one for 20 years and I'm still holding longer than ever, never sold a share. Looking for 1,200 to 1,500 by end of year or early 2027. Not going anywhere and feel fortunate to be here. It's changed my outlook considerably for my retirement plan. I believe this earnings call is going to be a strong one.
$Lumentum(LITE)$ Citi put out a note saying the optical market could be the next AI infrastructure supercycle. The optical interconnect space is accelerating. Their global optical interconnects market projections point to a $92B opportunity by 2028, a 65% 3-year CAGR, and ASP growth of 18% CAGR. On the chip side, they see optical chip demand hitting 1.714B units by 2028, roughly a 62–63% CAGR from 2025. CW Laser chips are projected at 987M units by 2028, around a 114% CAGR. EML chips at 718M units by 2028, about a 34% CAGR. As AI clusters scale and networking demand explodes, optical infrastructure could become the next major bottleneck. The AI buildout is moving beyond GPUs. Bandwidth is the next battlefield.
Optics could be the next big AI infrastructure play. A lot of people missed the memory trade in 2026 with MU and SNDK, and the next layer of the AI buildout might offer a similar opportunity. As AI clusters scale and networking shifts from 800G to 1.6T and beyond, demand for optical infrastructure could accelerate into 2027. AAOI earnings may help set the tone. My optics watchlist includes $Applied Optoelectronics(AAOI)$ , $Lumentum(LITE)$ , $Coherent(COHR)$ , $Fabrinet(FN)$ , and SIVE. Memory was one of the biggest AI themes of 2026, and now I'm watching whether optics becomes one of the biggest AI inf
$Palantir Technologies Inc.(PLTR)$ Burry picked up 50,000 contracts of the $50 puts expiring in 2027, paying $1.84 per contract for a total of $9.2M. With PLTR at $157, the stock is already $107.00 above that strike, up 214% from $50. He needs PLTR to drop all the way to $50 before 2027 just to break even.
Trump's China optical proposal seems to be shaking everything up. $Lumentum(LITE)$ $Coherent(COHR)$ $Applied Optoelectronics(AAOI)$ $AXT Inc(AXTI)$ all ripped on the headlines, and the market clearly likes the idea. But I think the bigger picture is worth watching. If this actually turns into policy, demand for U.S. optical suppliers could surge, which would boost pricing power, long-term contracts, and capacity expansion. The other side of it though: The U.S. AI buildout still leans heavily on Chinese optical transceivers. A full ban right now could slow data center deployments and make supply bo
$Lumentum(LITE)$ Based on the P/S ratio BSEM trades at, RMTG would come out around $2.20. For now though, it's still sitting under penny stock levels and barely anyone is paying attention.
A potential ban on Chinese optical transceiver imports could be a major catalyst for Western optical suppliers. The impact would be significant for $Coherent(COHR)$ , $Lumentum(LITE)$ , and AAOI. Innolight currently plays a major role in global transceiver supply, and Western suppliers likely cannot replace that volume overnight. A supply shock could create higher ASPs, margin expansion, and stronger pricing power. The big question is whether the ban actually moves forward. If implemented too aggressively, it could also create challenges for the U.S. data center buildout due to near-term supply constraints. But there is a broader pattern emerging. Chinese drones have been restricted. Chinese rou
$Lumentum(LITE)$ I've long felt that this stock would be back to all-time highs and above by the upcoming earnings report. After the last couple of days, it looks like I may be right. Those shares I added back in the low 600s are looking pretty good right now. Still thinking 1,100-1,200 after the call, because it's going to be another beat, just like they said in their last forward guidance on the last call. Throw in the very real possibility of a buyout attempt by a big player, and this one could easily see 1,500 by EOY, at least from where I stand. Not a financial advisor by any stretch, just a small shareholder who's been fortunate to be long this stock. It's literally changed my retirement outlook. Been lon
$Palantir Technologies Inc.(PLTR)$ Accounts receivable jumped 40% sequentially. Wall Street still isn't bullish enough here. The question is whether 100%+ Y/Y revenue growth could be on deck. Price has been consolidating cleanly above a key support zone between $119.62 and $125.51, settling around $123.06. It looks like smart money is quietly absorbing liquidity off support for the next leg up.
$Palantir Technologies Inc.(PLTR)$ At least the market is rewarding earnings beats, especially in the software sector. That should be a good sign for us when we report on Monday.