$Lumentum(LITE)$ AI trading isn't going to change the long-term picture for photonics and computing. No reason to be concerned here. This still looks like a hidden gem.

$Lumentum(LITE)$ $SanDisk Corp.(SNDK)$  has been moving in a similar way on volatility, and the same AI supply-demand imbalance seems to be behind it. LITE is about half the size of SNDK, so I'd expect even larger price swings once it starts getting market attention.

$Lumentum(LITE)$ Small calls entry. This one moves fast and is very volatile. It has dropped more than $200 over the past few trading days, so it may be time for a reversal. When it gets directional, it can move over $100 points at a time.

$Lumentum(LITE)$ Did the homework on LCPN and picked up the cheap shares. 52-week high is 12.35, company has 23 million cash on hand and more catalysts ahead. Holding my position.

$Lumentum(LITE)$  The stock bounces like a ball. Once you spot the pattern, the next move gets fairly predictable. I think there's a decent chance we see $1100 again within the next week or two. I'm holding through that move.

$Bumble Inc.(BMBL)$ $Fair Isaac(FICO)$ $Lumentum(LITE)$  $Meta Platforms, Inc.(META)$ BOBO.Xbumble ripped ~50% to 3.80, fico +11% at 740, lite dumped -10% under a grand, meta still green at 743, bobo eating popcorn like the afternoon show never ends

$Lumentum(LITE)$  Lumentum is leading an AI optics selloff, just days after its CEO said its AI optical components are sold out through early 2029. This week it's at the OCP Global Summit demoing PCIe-over-optics with Astera Labs and Corning. The selling looks like positioning after a massive run. The demand picture hasn't changed. $Astera Labs, Inc.(ALAB)$  $Corning(GLW)$ 

$Lumentum(LITE)$ Lumentum's optical component orders are booked through early 2029, with the CEO saying demand has exceeded available supply. The components are completely sold out through early 2029, and customers are already starting to lock in orders for 2030. They've scaled up capacity at the Sagamihara facility in Japan twelvefold over the past two years, and plan to invest at least $350 million there plus at a neighboring site, with $75 million deployed so far. Capacity at the Caswell, England plant has also been expanded. The company is looking at possibly buying a facility in Japan and could seek subsidies to support further expansion. An acquisition over the next year to broaden the product range may also be on the table.

$Applied Optoelectronics(AAOI)$ AI optical names are bouncing back in premarket. I grabbed some $Tradr 2x Long Aaoi Daily Etf(AAOX)$  near the lows recently.

$Lumentum(LITE)$ It could close at $1050. There is some justification for this run up. Apple dropped some bad news that they're seeing slower iPhone demand and plan to lower prices, and the stock is down $7.5 now.

$Take-Two(TTWO)$ Finally having its day. $220 tomorrow. $SPDR S&P 500 ETF Trust(SPY)$  $Lumentum(LITE)$  $Meta Platforms, Inc.(META)$ 

$Lumentum(LITE)$  Volatility is insane. Data centers aren't going away. Until they do. I'm staying long.

$Lumentum(LITE)$ Longtime longs can only thank the sellers on these dips. We've seen this plenty of times over the past year or so and always appreciate the chance to add a few bargain shares. Day traders just playing for a few bucks of profit, good luck to them. Old timers who have been here for many years already know what a blessing this company has been. With the Citi upgrade to 1400 and Argus to 1332, I'll pick up a few here. Personally, I think this stock is far from hitting its high, and my guess is that happens toward the end of 2028. I'm certainly not an expert, just a very happy long for many years.

$Lumentum(LITE)$ Marvell now sees $70–$90 billion of revenue in fiscal 2031, up from $8.2 billion last year. MRVL also raised its fiscal 2028 outlook to roughly $20 billion from roughly $18 billion, and sees custom-chip revenue above $12 billion in fiscal 2029, up from a prior $10 billion. That works out to roughly 10x in five years, matching Marvell's own 55–60% annual growth target. Nearly all of it is data center. Names that move data within and between data centers: CIEN, COHR, LITE, CRDO. Those are Marvell's targets, not mine.

$Lumentum(LITE)$  The Nvidia CPO tailwind for Lumentum is getting a lot of attention. Co-Packaged Optics adoption is moving fast — integrating optical components directly into chip packaging lets Lumentum's laser tech help AI data centers push information faster while using a fraction of the electricity. On the revenue side, projections show Lumentum's CPO laser sales could jump from $427 million in 2027 to $750 million by 2028, with Near-Packaged Optics potentially scaling past $2.5 billion.

$Lumentum(LITE)$  Lumentum is up more than 8% Thursday, moving through a 1,027 trendline level. Worth noting what the move is actually about. Bernstein initiated coverage with an Outperform and a 1,220 target. Fresh coverage, chasing the name up. One level down, the initiation is about AI data center interconnect, not telecom optics. Lumentum, Qualcomm and Corning recently announced a joint demo of die-to-die optical interconnect at ECOC 2026, using Lumentum's 1060nm VCSEL platform with Qualcomm interface IP and Corning fiber. The architecture targets about 1 Tb/s/mm of shoreline bandwidth density, with a stated path to 4 Tb/s/mm. The re-rating is about where optical interconnect goes next: not just rack-to-rack

$Fabrinet(FN)$ $Lumentum(LITE)$ $Ciena(CIEN)$ Northland is calling Fabrinet a major buying opportunity. The firm points to a raft of positive data points from key customers like Lumentum and Ciena, yet the stock has kept drifting lower. With the broader AI optical space pulling back and some slowdown concerns floating around, they find it ironic that Fabrinet would underperform, especially since they view it as the supplier with the lowest risk profile in that scenario. Northland reiterates an Outperform rating and an $800 price target.

$Lumentum(LITE)$ Estimates for global AI infrastructure spending in 2027 range between $1 trillion and $1.45 trillion, driven by massive data center construction, semiconductor procurement, and specialized hardware demands. Major institutions and financial experts project the following benchmarks for 2027: JPMorgan Chase: CEO Jamie Dimon stated that investment across the artificial intelligence infrastructure ecosystem could reach $1 trillion next year. Morgan Stanley & UBS: Wall Street estimates from firms like Morgan Stanley project a $1.2 trillion to $1.4 trillion boom in AI infrastructure spending, with UBS specifically modeling that global AI capex will hit $1.447 trillion by 2027, driven overwhelmingly by surging memory component co

$Lumentum(LITE)$  Copper is hitting a wall. AI needs more bandwidth than electrons can carry, so the industry is routing around it in light. Every route mapped covers 800G to 3.2T, LPO, CPO, optical I/O, and photonic compute, with the timeline and the names in each. And one input every single route needs is InP lasers. Silicon can't lase.

$Lumentum(LITE)$ $Vertiv Holdings LLC(VRT)$ $Coherent(COHR)$ $NEBIUS(NBIS)$ $Bloom Energy Corp(BE)$ Feels like it's being held down today, in my view. Or people are chasing momentum elsewhere and trimming these names. Either way, it should rotate back. In this market, it only takes one day.