To The Moon

$Lumentum(LITE)$  Just read that Simply Wallstreet article putting a price target of 5000 on LITE. That's a huge number. But I bet around 90% of current holders will likely sell out in the 1200-1500 range. Only the big players might stick around for the really high figures. I'll still keep some on the shelf, like holding onto it for a while.

$Palantir Technologies Inc.(PLTR)$ There's no better stock to own when everyone is hating on it.

I'm holding $Palantir Technologies Inc.(PLTR)$  and NVDA. These two names represent different parts of the AI ecosystem, and I like having exposure to both sides of the trend.

$Lumentum(LITE)$ Hopefully the recent poor stock action is due to quarterly options expiring. For us longs, the hope is that next week will prove to be the payoff for this volatile and schizophrenic consolidation.

$Lumentum(LITE)$ Hard to make sense of the recent action on this stock. Maybe it's because we're in a period with no news or catalysts of any kind. No earnings for a couple of months at this point. Perhaps that's what the algos feast on—the absence of any catalyst, so they can just manipulate it up and down every day. It seems like we'll be stuck in this craziness for a while, given the lack of any upcoming catalyst to move the stock in one direction. The volatility is nuts.

$Lumentum(LITE)$ The action has been choppy since the high on May 12, 2026, and appears ready for a rally targeting the 1159 to 1277 area, provided dips hold above the low from June 9, 2026. The daily chart remains bullish, and I expect buyers to stay in control as long as price stays above the June 2026 low.

Optical players like $Lumentum(LITE)$ , $Applied Optoelectronics(AAOI)$ , and $Silver Verde May Mining Co., Inc.(SIVE)$  are recovering. The initial selloff seems overdone, and the short-term bounce aligns with a technical repair.

An update on the optics supply chain. The latest earnings calls are telling a very consistent story across the board - demand is still outrunning supply at nearly every major node. $Lumentum(LITE)$ : effectively sold out, >30% of demand not being met, capacity locked via LTAs through 2027. $Applied Optoelectronics(AAOI)$ : scaling hard (100k → 930k units/month by 2027) yet still expects demand > supply into mid-2027. $COHERENT(COHR)$ : bookings into 2028, doubling InP capacity twice in 18 months, calls out industry-wide bottlenecks. $Ciena(CIEN)$ : backlog up to $7.7B (+$2.6B in 6 months).

$Palantir Technologies Inc.(PLTR)$ Meanwhile, Google and other big techs are talking about raising capex, but Palantir keeps signing new contracts, has nearly $9 billion in cash, and no debt like Oracle. Where to put your money? Just something to think about.

$Credo Technology Group Holding Ltd(CRDO)$ Up 25% since earnings, and the setup looks favorable for a bigger re-rate as the CPO TAM ramps. The DustPhotonics acquisition enables full vertical integration: from SerDes IP to DSP, to SiPho PIC, to system, to telemetry. That expands the TAM for transceivers, LPO, and CPO while maintaining strong reliability (ZeroFlap, PILOT). What matters is they avoid the EML laser shortages affecting $Lumentum(LITE)$  by using CW lasers on PICs. This means fewer lasers, lower thermal load, better yields, and a cheaper BOM at scale. It's already deployed in hyperscale AI clusters and has designs for NPO and CPO. OFC 2026 showcased the full portfolio: 400G/800G ZeroF