$Lumentum(LITE)$ Q4 earnings came in with a double beat. Adjusted EPS hit $3.23 against the $2.97 estimate, and sales reached $1.006B compared to the $987.892M estimate.

$CoreWeave, Inc.(CRWV)$ $Lumentum(LITE)$ That played out nicely. One of the better earnings scalps I've had this month.

$Lumentum(LITE)$ $Lumentum(LITE)$ Just crossed a billion dollars in a quarter. Revenue came in at $1.006B, up 109% year over year and 24% sequentially. That's a beat. Adjusted EPS was $3.23 vs $2.97 expected, a 9% beat. Both numbers landed above the high end of their own guidance.

Taking a look at the sentiment track heading into the close for companies reporting this afternoon. Three highlighted names were clustered together in the Bearish zone at the start of the period, but they have diverged since then. Photonics expectations are still high, with $POET Technologies Inc(POET)$  and $Lumentum(LITE)$  showing Extremely Bullish sentiment. $Absci Corporation.(ABSI)$  briefly reached the Bullish zone before turning back and ended up closing with the lowest sentiment in the group.

$Palantir Technologies Inc.(PLTR)$ $Defiance Daily Target 2X Short PLTR ETF(PLTZ)$ I'm moving fully to cash today and waiting for the CPI data to come out. The only position I'm keeping is 200,000 shares of CXAI, which I'm holding as a bet for Thursday.

$Lumentum(LITE)$  Earnings should be incredible. The real focus is on guidance looking out to 2028. The backlog is ridiculous and margins are insane. I'm safely invested in stocks.

$Lumentum(LITE)$  It feels like market makers know this is going to pop after the earnings call, so they run it down, buy, and make bank. I'm not too worried about it — I'm not selling, because I know what I own.

Picked up some $Lumentum(LITE)$  1000c for tomorrow, looking at a possible run-up and IV expansion.

$Lumentum(LITE)$ Does anyone know how this stock has historically performed after earnings? I'm trying to decide whether to hold through the results. I get that the post-earnings reaction is basically anyone's guess.

$Lumentum(LITE)$  Looking at some of the fastest-growing names across two sectors. In AI connectivity, projected 2026 revenue growth estimates point to CRDO at +204%, AAOI at +111%, and LITE at +110%. On the energy side, EOSE shows +120% and BE at +83%. AI networking and energy infrastructure are becoming major growth themes. Which one has the biggest upside if growth keeps accelerating?

$Lumentum(LITE)$ A number of AI infrastructure names took a sharp drop right at the open, then bounced part of the way back. It looks like algo-driven moves to me. I'm hoping for continued upside.

$SIVERS SEMICONDUCTORS AB(SIVEF)$ Up 15.45% or .62 in Stockholm trading at $4.92 US. The optics rally seems to be picking up again. $Lumentum(LITE)$  earnings are coming up soon and $Coherent(COHR)$  follows on Wednesday. For anyone who just held and added, the position is looking really strong right now.

After spending more than a year building a base following that massive run, the chart is starting to remind people why Palantir was one of the original leaders of this bull market. That earnings candle wasn't just another green day. It showed what happens when strong fundamentals meet a stock that has spent months building energy. The market may have moved on to the next AI story, but $Palantir Technologies Inc.(PLTR)$  never really left the leadership group. Curious to see what happens next.

$Lumentum(LITE)$ 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