To The Moon

$Coherent(COHR)$ $Lumentum(LITE)$ The two major players in this space are on sale right now. Looking at 2027, their businesses should be in even better shape. This is a long-term view, because right now it's a bloodbath.

$Lumentum(LITE)$  Thanks Elon - I really appreciate you saving the whole AI space. And META has earnings tomorrow. Going to be a good week.

$Lumentum(LITE)$ LITE Lumentum quarterly earnings: actual vs estimated November 5. Earnings: 1.10, 1.67, 2.40, 3.23, estimated 4.21. Quarter-over-quarter change: 52%, 44%, 35%, 30%. One year: 4.21 / 1.10 = 3.83, up 283%.

$NEBIUS(NBIS)$ Bears, please keep posting. Every new data center or neo cloud failure is a tailwind for NBIS. Less competition is good for us, and more competition is also good because these other companies make our current and new customers willing to pay more for reliable compute. Looking forward to new customers through PLTR.

$Palantir Technologies Inc.(PLTR)$  Look at their balance sheet. Interest rates don't affect PLTR. They're flush with cash and gaining as each company adds them. Balance sheet and cash flow. This is one of the best software stories in the history of the stock market. - Total Cash (mrq): 9.41B - Total Debt/Equity (mrq): 2.14% - Levered Free Cash Flow (ttm): 2.16B

$Palantir Technologies Inc.(PLTR)$ Bottom line is, traders will keep lying about making big money here when they are getting lunch money at best. Integrity matters. Buying shares and holding long term is how you get that life-changing money, but now that we are at the 200 level, you need to invest like 1 to 2 million. Let's be honest, most of these small-time traders, bears, shorts, and option players around here don't have that kind of cash.

$Lumentum(LITE)$  Watching the $1000 calls into the end of the week for a possible reversal move. If and when $900 breaks, things could get interesting.

$Palantir Technologies Inc.(PLTR)$ Palantir makes every government and corporation better. Their net revenue retention hit 157% last quarter.

$Lumentum(LITE)$ Shorts got fooled by WS and sold at this low price. I'm picking up shares now. AI development is still in an early stage. US development in many cases is actually at a lower level than China. AI humanoid robots in the US are behind China, for example. It will need at least 10 more years for AI development in general.

Bears might want to stay alert. $POET Technologies Inc(POET)$  went from around $4.87 on March 30, 2026, to roughly $20.81 by May 14, 2026. That's a 327% move in about six weeks. Now consider what could happen if major customer announcements, mass production, and accelerating AI infrastructure demand drive the next phase. Another rally like that would catch short sellers off guard. Short side should keep May 14, 2026 in mind. When momentum comes back, this stock can move fast. The next breakout could be even bigger.