To The Moon

Oversold Photon stocks to watch ahead of the rebound: $Lumentum(LITE)$ , $Coherent(COHR)$ , and MXL. MRVL is another one to watch on this dip.

$Lumentum(LITE)$ I wouldn't chase it here. Getting a pullback entry makes more sense on this one, then just be patient and hold with conviction. Not sure how long it keeps getting rejected near 1k, but once that level finally gives way, it could really take off.

$Coherent(COHR)$ $Vertiv Holdings LLC(VRT)$ $Lumentum(LITE)$ AI infrastructure names saw a sharp pullback recently. Nothing is ever really shocking in the stock market. Still, the price action was surprising given the PCE reading. Yields are down, but oil is up. Weird setup. Looking ahead to $Micron Technology(MU)$  earnings.

$Palantir Technologies Inc.(PLTR)$  Goldman sees FDE's moat as deeper than expected. Verticalization could drive the next phase of growth, and they've raised the price target to $204.

$Lumentum(LITE)$ Third lowest volume day of the month, and it held fairly flat while the broader market was red. I still see 1000 by Friday close. Nothing goes straight up.

$Palantir Technologies Inc.(PLTR)$ This is my biggest position and I'm still holding it for the long term. Not selling. For active traders, here are the pullback levels I'm watching.

With the bullish developments across the photonics sector and positive signals from $Lumentum(LITE)$  and $Ciena(CIEN)$ , when do you expect $Fabrinet(FN)$  to finally start recovering? Do you think we'll see a meaningful rebound before the next earnings report in early November, or will earnings be the catalyst that finally drives the stock higher? Curious to hear your thoughts on the timing.

$Lumentum(LITE)$  Many hedge fund managers now agree that AI infrastructure spending for 2027 will be at least one (1) trillion. This market is going up for many years to come.

Top 10 photonics plays across the light-speed stack. AI's next bottleneck isn't compute, it's interconnect. As speeds push past 1.6T, the trade shifts from silicon to photonics. Five layers, wafer to test. Anchors, inflecting names, and speculative bets. The anchors: still running, but still in the trend. $Coherent(COHR)$  - Layer 3, Optics. 25% market share in transceivers. $5.81B FY25 revenue, +23% YoY. Named as an NVIDIA partner on Spectrum-X. Book-to-bill over 4x. Druckenmiller's pick. $Lumentum(LITE)$  - Layer 2, Lasers. The 200G EML monopoly. Only volume supplier of the lasers that make 1.6T transceivers possible. NVIDIA $2B exclusive supply agreement through end of decade. No second sourc

$Lumentum(LITE)$  One analyst just bad mouthed LITE, noting that it's trading around 100x forward/non-GAAP earnings, meaning even good results can lead to selling for profit taking. That take is pretty frustrating.