$Lumentum(LITE)$ I'm adding bit by bit here for the next run up.
We might see a move down somewhere between $785 to $800, but this stock is clearly leading the other AI interconnect supply chain stocks.
So we add with the leader as it will help navigate the rest of the stocks.
The keys I am watching are $Applied Optoelectronics(AAOI)$ , $AXT Inc(AXTI)$ , $IQE Plc(IQEPF)$ , and POET.
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