To The Moon

Hi 

Hahahs hahahaa uahajsjd hahahaha ahahahah ahahhdxb

Great Becaushjejdd djdie djidsj jeidejjdd djeihss

🚀 Feels like optical is where smart money is quietly rotating next. By the time retail fully realizes, most of the easy gains might already be gone. I like $LITE for momentum, but risk/reward isn’t great chasing here. 👉 Would you still enter now, or wait for a pullback?

🌟🌟🌟Both $Lumentum(LITE)$ and $COHERENT(COHR)$ are currently primary beneficiaries of the AI optics supercycle with NVIDIA investing USD 2 billion in each to secure long term capacity for AI data centers. LITE is often viewed as pure play for the next phase of optical networking.   It is the clear market leader in Optical Circuit Switching.   Lumentum's revenue grew 65% YoY in early 2026 & is projected to grow nearly 77% for the full year. Coherent is the powerhouse of the industry, offering a massive vertically integrated manufacturing footprint. COHR is more diversified with a large industrial

That's great. All the best. Hope it can make it.😊

Lumentumis optical AI the future 

I recall seeing that memory producers can produce more, but do not want to because they expect the AI bubble to bust and therefore have an excess glut. I wonder if optics have that outlook too because you don't want to be caught holding on to too much material when most companies go under and then be unwillingly caught in the dominoes falling. Honestly do not comprehend how the competition is not thinning out, especially with the fact that profitability is a huge issue that every company is kicking down the road and energy took a big hit.

sure

Be interested to know how wafer scale chips impact on this

Optical modules can likely becomes market's next target with upcoming demands from next-gen data centers interconnections.

$蘋果(AAPL)$  

Yes. Let's go all the way.😊

Lementum will boom optical AI is the future 

lite

B cohr with broader exposure to the nvidia story and ai spending Optimal techniques to reduce the pitch density are likely to continue to enable higher density memory

Data centers have the same problem. Millions of AI calculations are happening every second — and all that data needs to travel between chips, between servers, and between buildings at insane speeds.

JPM, Goldman, the OFC data: The AI infrastructure buildout is accelerating, not slowing. CPO and OCS are no longer 2028 stories — they're 2H 2026 revenue. The market is still pricing these companies like boring legacy optical hardware companies. That's the mispricing. Memory started repricing six months ago. Optical is repricing now.

yes it is. optical is next. that's bottom line. screenshot this

I’m leaning more toward Lumentum Holdings Inc. here. The upside is compelling with CPO and OCS shifting into real 2H 2026 revenue, not just future optionality. This feels similar to early memory re-rating — the market is still catching up to how fast AI-driven demand is scaling. I’m willing to sit through volatility for that potential rerating. That said, Coherent Corp. is a cleaner, more balanced play. Its broader exposure and better demand visibility make it more resilient if macro conditions turn volatile, while LITE remains the higher-beta, higher-upside bet. Overall, I do think optical modules are becoming a structural theme for the next few years. Signals from Optical Fiber Communication Conference and memory pricing confirm that AI infrastructure demand is now fully translating int

Hi 

Hahahs hahahaa uahajsjd hahahaha ahahahah ahahhdxb

Great Becaushjejdd djdie djidsj jeidejjdd djeihss

🚀 Feels like optical is where smart money is quietly rotating next. By the time retail fully realizes, most of the easy gains might already be gone. I like $LITE for momentum, but risk/reward isn’t great chasing here. 👉 Would you still enter now, or wait for a pullback?

$Lumentum(LITE)$ surged 8% this week, is up +143% YTD. $COHERENT(COHR)$ added +19% this week and continues to build momentum. J.P. Morgan just raised LITE's target from $565 → $950. COHR from $245 → $300. Both: Overweight. Why optical is back in the spotlight this week? JPM, Goldman, the OFC data: The AI infrastructure buildout is accelerating, not slowing. CPO and OCS are no longer 2028 stories — they're 2H 2026 revenue. The market is still pricing these companies like boring legacy optical hardware companies. That's the mispricing. Memory started repricing six months ago. Optical is repricing now. Memory prices just confirmed the AI hardware supercycle is real. Samsung reported Q1 earnings that demolish

🌟🌟🌟Both $Lumentum(LITE)$ and $COHERENT(COHR)$ are currently primary beneficiaries of the AI optics supercycle with NVIDIA investing USD 2 billion in each to secure long term capacity for AI data centers. LITE is often viewed as pure play for the next phase of optical networking.   It is the clear market leader in Optical Circuit Switching.   Lumentum's revenue grew 65% YoY in early 2026 & is projected to grow nearly 77% for the full year. Coherent is the powerhouse of the industry, offering a massive vertically integrated manufacturing footprint. COHR is more diversified with a large industrial

I recall seeing that memory producers can produce more, but do not want to because they expect the AI bubble to bust and therefore have an excess glut. I wonder if optics have that outlook too because you don't want to be caught holding on to too much material when most companies go under and then be unwillingly caught in the dominoes falling. Honestly do not comprehend how the competition is not thinning out, especially with the fact that profitability is a huge issue that every company is kicking down the road and energy took a big hit.

That's great. All the best. Hope it can make it.😊

Lumentumis optical AI the future 

sure

Optical modules can likely becomes market's next target with upcoming demands from next-gen data centers interconnections.

Be interested to know how wafer scale chips impact on this

I’m leaning more toward Lumentum Holdings Inc. here. The upside is compelling with CPO and OCS shifting into real 2H 2026 revenue, not just future optionality. This feels similar to early memory re-rating — the market is still catching up to how fast AI-driven demand is scaling. I’m willing to sit through volatility for that potential rerating. That said, Coherent Corp. is a cleaner, more balanced play. Its broader exposure and better demand visibility make it more resilient if macro conditions turn volatile, while LITE remains the higher-beta, higher-upside bet. Overall, I do think optical modules are becoming a structural theme for the next few years. Signals from Optical Fiber Communication Conference and memory pricing confirm that AI infrastructure demand is now fully translating int

$蘋果(AAPL)$  

Yes. Let's go all the way.😊

B cohr with broader exposure to the nvidia story and ai spending Optimal techniques to reduce the pitch density are likely to continue to enable higher density memory

Lementum will boom optical AI is the future 

JPM, Goldman, the OFC data: The AI infrastructure buildout is accelerating, not slowing. CPO and OCS are no longer 2028 stories — they're 2H 2026 revenue. The market is still pricing these companies like boring legacy optical hardware companies. That's the mispricing. Memory started repricing six months ago. Optical is repricing now.

lite

Data centers have the same problem. Millions of AI calculations are happening every second — and all that data needs to travel between chips, between servers, and between buildings at insane speeds.