Reddit Posts
China’s gallium export ban could return Nov 27. Is anyone watching AXTI, AAOI adn COHR?
why testing will be the next AI bottleneck industry DD - AEHR
why testing will be the next AI bottleneck industry DD - AEHR
why testing will be the next AI bottleneck DD - AEHR & INTT
why testing will be the next AI bottleneck DD - AEHR & INTT
Is silicon photonics actually becoming the next AI bottleneck?
Is LITE Lumentum Holdings Inc. still a good buy at this price close to $1000?
NVDA Confirms the Memory Bottleneck, PCE Stays Mechanically Hot & Positioning Turns Bullish Into Jackson Hole
AAOI is a great business, trading at a price that is beyond reality. Waiting for a short but not just yet.
Chasing those AH $LITE good print gains
Pre-Market Gainers and Losers for Today (August 12, 2026) 📈 📉
ONDS Short Squeeze Potential with Earnings Catalyst
Earnings week watchlist, these are the ones I'm eyeing next week
Pre-Market Gainers and Losers for Today (August 4, 2026) 📈 📉
US drafting ban on Chinese data center devices - COHR, LITE & AAOI is flying.
Trump administration drafting ban on Chinese data center devices, sources say
Micron earnings strength + current semiconductor exposure in my portfolio
Micron (MU) earnings really changed the mood in my portfolio
Watchlist Update | What Am I Still Focusing On After the AI Pullback?
5500% gain on $ORCL calls (Acct hit $725k). Rolling the bag into $LITE before Broadcom earnings.
NVIDIA just put $2B into a single optical supplier ($LITE). The AI trade is rotating to the networking layer.
Is it normal for semiconductor and AI infrastructure stocks to 10x in such a short time?
55x on ORCL calls. Trimming and rolling into LITE for the AVGO catalyst.
5,500% GAIN on calls ! Acct sitting at $725k. This doesn't even feel real anymore.
Real portfolio alpha comes from conviction: When that "nice profit" actually turns into a 10-bagger
Sivers Semiconductor AB : Retail investors carry the stock
NVIDIA Q1 Revenue and EPS Beat Expectations Gross Margin Hits 75%, Data Center Revenue Reaches All Time High
Humble 14k gain with LITE after earnings drop recovery
Anyone watching LITE? Is optical communication the next big trend?
$NNE nuclear’s revival and the next bottleneck AI play
The AI bubble is going crazy. Nvidia says it doesn't want to sell to China, but in reality, the Chinese don't want Nvidia anymore...
why i think optic fibers still have more room to run: dd
INDI why i think its 10x company to buy
INDI why this company is now 3x and whi it will be 10x in next 3 years
INDI semiconductor in my opinion is hidden gem
GOOGL earnings April 29: TPU launch and ad recovery point to breakout, or is it already priced in?
3 straight wins! Tesla Inc. breaks 400; Lumentum Holdings Inc. & SanDisk Corporation swings fully captured—profits locked in!
Optical communications — the most overlooked AI trade right now?
Is Photonics just getting started? $LITE and $COHR
Stocks 3x ++ potential in next year
VPG Next bagger Humanoides witg new 63$ target by analist
LITE Stock: Lumentum Orders FULL Through 2028?! AI Demand Is Exploding
After hours moves - bought: USO, short: LITE, CIEN, SNDK, WDC
Okay… LITE kinda caught me off guard today anyone else watching this?
TSEM — The TSMC of AI Photonics. 5-10x potential
TSEM — The TSMC of AI Photonics. 5-10x potential
TSEM — The TSMC of AI Photonics. 5-10x potential
Are we seeing some massive Short Squeeze activity, or not?
My thoughts - AMS-osram for a EU Photonic play and great industrial execution track record
+$12.8k in 2 hours trading shares only. SNDK WDC MU STX LITE COHR
Nvidia to provide 1 gigawat of AI chips, make 'significant investment' in OpenAI rival Thinking Machines Labs
Changes to the S&P 100, S&P 500, S&P MidCap 400, and S&P SmallCap 600 indices are out.
$LITE, $COHR, and $VRT added to S&P 500
Best ideas for AI bottlenecks
Why Co-Packaged Optics and Linear Drive Optics will be the next AI bottleneck
LITE has been on fire 🔥 the last year. One of the top pick and shovel plays for the AI gold rush
$LITE - Optics & photonics are the new memory & storage.
Who will be the biggest beneficiary of the Rubin platform?
The Entire AI Buildout (Google, NVDA, MSFT) Is dependent on this $700m Monopoly - $15 -> $150 PT.
MAX OTM CALL YOLO into AXTI - THE SINGLE Point of Failure of the Entire AI Buildout - A Small $700m Company NOBODY KNOWS
Lumentum Holdings Inc (LITE)
LITE could be one of the best artificial intelligence infrastructure investments in 2026.
Optical Tech Performance - Nov 29 #LITE #CRDO #COHR
Didn’t want to put a WSB-size gamble on it, but anyone else putting a few K on IREN calls before ER tomorrow?
Lumentum $LITEs it up: 200G Lasers, Key Supplier of NVIDIA Optics, and the Exploding Demand for Optical Networking
Lumentum (LITE) develops lasers and optical components for data centers.
Lumentum (LITE) develops lasers and optical components for data centers.
Everybody Walk The Dinosaur - Oracle Turned On Lights To The AI Party
[Discussion] Top 10 Stocks with Growth Potential Amid AI and Policy Tailwinds (Research Sharing)
Mentions
All in LITE tomorrow [https://www.bloomberg.com/news/articles/2026-10-28/marvell-is-said-to-near-deal-for-lumentum-in-ai-related-megadeal](https://www.bloomberg.com/news/articles/2026-10-28/marvell-is-said-to-near-deal-for-lumentum-in-ai-related-megadeal)
I told you to buy LITE. Check my history
and also LITE's backlog is massive, why would they be willing to sell before realizing revenue
MRVL is trying to buy $LITE... and 200B company trying to buy a 80B company.... and as everyone know MRVL don't have that kind of money
LOL, I own equal value holdings of LITE and MRVL.
$MRVL may need in my headcannon 100B just to buy $LITE... is this a roaringkitty v2 type moment?
Is it? Not only got ricochet from Google, there was news about MRVL buying LITE. All that's left is praying for Korean bid on Hynix so bots could be risk on on US stocks.
I sold mine on that pop. let the LITE shine!
RIP those Bastards that bough the $LITE Today After-Market top
Can someone explain to me like I'm 5 why MRVL acquiring LITE is a bad thing for MRVL because I have no idea why the stock is down so hard lol
Why didn't i buy LITE last week
MRVL buying LITE is insane news
\*$MRVL Marvell Technology is in advanced talks to acquire $LITE Lumentum Holdings, a data-center optics maker, in a potential AI infrastructure megadeal that could be announced as early as next week, Bloomberg reports, citing people familiar with the discussions.\* • \*Deal Scale:\* Lumentum has a market capitalization of approximately $83B, compared with Marvell's $221B. Potential acquisition terms remain undisclosed. • \*Status:\* No agreement has been announced, and neither company was immediately available for comment. 👀
Good luck trying to buy LITE. I checked MRVL financials and :derp: :kek:
Made $4k on LITE shares today.
MRVL bought LITE
Google at $289. Down 9 % MRVL wants to buyout LITE . MRVL down 8% , LITE up 14%
Why on earth is LITE up 12%!?!
MRVL bought LITE
Idk how yall don’t know yet but MRVL said to be in advanced talks to acquire Lumentum Holdings ($LITE)
It appears COHR and LITE just assassinated MRVL in broad daylight!
Why is MRVL buying LITE a bad thing for MRVL?
I was to distracted by LITE moon to see MRVL death holy shit.
MRVL is buying LITE is rumor nothing concrete
Yo what’s happening with optics stocks? LITE, COHR shrek?
MARVELL is going to buy LITE
MRVL is in talk to acquire LITE
Ok why are LITE AAOI COHR flying right now wow
Wtf LITE?!?!?!?!?! What news????
To the ppl who said buy LITE I just wanna talk
LITE is up 2000% in a year. It will go up another 2000% in a year. AI demand too high 🚀🚀🚀🚀🚀🚀🌗🌗🌗🌗🌗🌗🚀🚀🚀🚀🌗🌗🌗🌗🌗🚀🚀🚀🚀🌗🌗🌗🚀🚀🚀🌗🌗🌗
Everyone’s losing money to theta and now I got to listen to see regard talk about LITE!!???
Lets fucking gooooo BUY LITE AND RETIRE IN A MONTH 🚀🚀🚀🚀🚀🚀 🌕🌖🌗🌘🌑🌒
AVGO LITE treating me quite nicely today
Translation for us US folk: Bloom Energy ($BE) and Lumentum Holdings ($LITE) held up remarkably well yesterday and could thus position themselves as new leaders in the AI trade. While other stocks were under pressure, they showed relative strength and sent a clear signal. They may have formed a bullish engulfing pattern, which would further reinforce the positive technical outlook.
My avg on Google is 338. Losses on Google are small. Biggest losers are AMD, LITE, COHR. I’m not actually down as much of my invested capital. Most of it is melted gains.
Down over $120k since October 6th, biggest losers, AMD, LITE, COHR, AVGO, MRVL, AMZN, GOOGL, MODINE, CLS, NFLX. No options. Just shares. How brutal is this? Just looking for someone who experienced similar losses. 16% off from all time highs on my port.
Let me be more specific; \- Think or Swim / Schwab, \- Fidelity, \- TastyTrade \- WeBull, \- Interactive Brokers (LITE) \- Public ALL Route your orders to the same market makers. And even if you do pay Commissions Order Flow is still sold and studied overnight. What I am saying is it kills peoples joy, And might actually cause the market to underperform. There is no supporting evidence that Market Makers Behaving in this manner "Improves Pricing".
Theres LITE, the defacto leader , COHR which MRVLS brother in bed with NVIDIA, and AAOI, the runt of the litter, pick on Optoel...cant spell it, OPTIC STOCKS
UNH calls up 36%, GEHC calls also up a bit hoping it’ll have a big upside post earning, but absolutely getting blown to bits on LITE, COHR, AMD, AVGO, GOOGL, AMZN, and MRVL.
LITE and COHR are better buy’s
Balls deep in AMD, LITE, and COHR. Getting double fisted rn
wtf just happened to LITE? yikes.
Can LITE and COHR make a run please
oh. TBH. I kinda wing it week to week based on whats going on. I did buy some meta calls and then chickened out and dumped them. I feel very skittish right now. Market is crazy tempermental. One story, even a BS one (like the Chinese IPO today) and the market just dumps. FWIW, other than CRWV, I am watching LITE, BE, MSTR, SKHY, & META. Not much in the way of diversification. lol
Already made my money this month with BMBL and I've owned LITE since $44 🤑🤑
this is the layer people skip. its not just the finished transceivers, someone has to make the InP substrates the lasers are built on and that supplier base is tiny. LITE and COHR get the attention but the bottleneck can sit one step further down the chain.
LITE going to zero. SHORT this garbage
Yes agree. But I like AAOI because if they hit their guidance then they are 3-5xing next year. They’ll be doing LITE revenues at one-sixth the market cap. If you have to pick one, it’s LITE.
LITE just the objectively better COHR
Everything AI is oversold. COHR is a great company but LITE and AAOI are better investments. I own all 3.
Optical networking stocks are the most unfairly punished. COHR and LITE.
Need LITE to rip 14% this week.
the gallium thing has been hanging over these stocks for a while now, i feel like market already priced in some of the risk but nobody knows how bad it gets if the ban actually sticks AXTI being in china for manufacturing is tricky, they probably got permits sorted for now but if things escalate they could be in real trouble i been watching LITE more than the others, their supply chain is messy enough already without adding export bans to the mix
Using Friday, Oct. 16 closing prices: Ticker Friday Close Preliminary Grade Conviction CRDO $169.70 B+ 7/10 SNDK $1,299.30 B+ 7/10 LITE $824.13 B 6/10 CRDO is my favorite of the three at this point. Revenue is running around $1.59B TTM, up roughly 165%, net income is positive at ~$538M, and the forward P/E has compressed to about 23x after the pullback. The stock is also well below its $308.67 52-week high. SNDK is the most interesting valuation reset. It closed at $1,299.30 after another 6.85% decline Friday and is now roughly 45% below its $2,354 high. TTM revenue is about $20.25B, net income ~$11.43B, and the forward P/E is only about 6x. The problem is cyclicality and the extraordinary run preceding this correction, so I wouldn't give it A-range despite the numbers. LITE stays B. It closed at $824.13, down 5.22% Friday and roughly 28% below its recent $1,143 high. Revenue growth is tremendous, but at roughly 38x forward earnings and after an enormous run, the reward-to-risk isn't attractive enough for B+ under our methodology. So for further briefs I'd rank them CRDO > SNDK > LITE.
LITE, CRDO, and SNDK please!!
I was short shares of WDC, SNDK, CIEN, LITE, STX, PLTR, CRWD, SNOW, ARM, etc. All that stuff. Got margin called many times in June/July and Schwabby forced closed near the top. Had some runs, Went long on calls past couple weeks on some of that shit and just got smashed again. Blasted on both sides \-250k since April, i'd prob be a millionaire if i just stayed long in 2023 and never fucked with shorting but thats life. Market just kills you if you over-trade long or short. Not gonna short here because i know how big these rips can be if you're short, but seeing this blood makes me wish i was short. Not giving up, but Need to regroup. just money, we all need it but it comes and goes.
I think NBIS, LITE and COHR are
I’m tired dawg pls get LITE back to 900 and im out
Should have loaded up on CRDO LITE AND COHR calls.
What do you foresee of the fate for those optical plays, like LITE, COHR, AAOI, etc?
LITE | Lumentum Holdings - Current Price: $870 - Market Cap: ~$78B - Bull Target (12–18m): $1,100–$1,250 - Bear Target: $600–$675 - Upside: +26% to +44% - Downside: -22% to -31% - Reward-to-Risk: ~1.4:1 🔴 - Success Probability: 60% - Expected ROI: ~+10% - Forward P/E: Elevated - Debt-to-Equity: ~0.36 🟢 - Total Debt: ~$1.67B - Cash + Short-Term Investments: ~$2.74B 🟢 - Net Cash: ~$1.07B 🟢 - FY2026 Revenue: $3.01B - Q4 Revenue: $1.01B, +109% YoY 🟢 - FY2026 Adjusted Net Income: ~$782M 🟢 - Q4 Adjusted Gross Margin: Above 50% 🟢 - Share Dilution: Significant 🔴 - Price Trend: Extremely strong, but very extended 🟡 - Bull-Case Market Cap: ~$99B–$112B - Comparable Companies: Coherent, Fabrinet - Risk: High - Conviction: 6/10 - Grade: B Lumentum makes optical networking and laser components that are benefiting enormously from AI data-center demand, with FY2026 revenue accelerating sharply and the balance sheet moving into net cash. The business is performing exceptionally well, but at $870 I'm not willing to chase it: the ~1.4:1 reward-to-risk is nowhere near enough for an A grade after such a massive run. I'd rather wait for a meaningful pullback.
CRWV is up 4%, why the fuck is LITE still down 5%?
glad to have sold my LITE at 1050 a few days LMFAOO 830 rn
It's all overvalued rn I like LITE though. Also pretty pumped rn, but I don't see how computing can't move towards something more optics driven so in long run should be fine
Below are the top 10 worst-performing Nasdaq-100 names on Wednesday, which helped fuel the broader move lower across the tech complex. CoreWeave (CRWV) -16.6% Nebius Group (NBIS) -10.7% Lumentum (LITE) -8.4% Rocket Lab (RKLB) -7.5% DoorDash (DASH) -6.8% Marvell Technology (MRVL) -6.8% Arm Holdings (ARM) -6.1% Strategy (MSTR) -6.1% Astera Labs (ALAB) -6.0% Monolithic Power Systems (MPWR) -6.0%
Send a prayer to all the people who bought the top of LITE last week 🙏
Anyone still hopeful of MU and SNDK should stay alert. Bought 10 contracts of LITE 900p 2 days back at 5.15, sold today at 25.00
short LITE along wiht MU for sub900
AAOI? U want to buy the temu version of LITE which is also crashing like a penny stock this is going to 80 faster then u can blink
Bro, you have a good point. It’s like optical modules — China has the strongest optical module companies in the world, yet LITE and COHR have still performed very well
when blue chips like LITE get rugged dropping like a penny stock u know things are F'ed
I think there are a couple reasons he's pumping SIVE: 1. He has a ton of money on it with a very low average share cost. 2. It's an asymmetric play that fits his 5x-10x-20x potential style. Hell, I got in late and my average was SEK18. 3. It's an ai data center stock and he has industry experience and sees CPO as a sure thing that will eventually come. There is also a laser shortage. So he is benefiting from the setup, but there are also legitimate reasons why this stock can go up. It is very speculative though, I'll say that. But at the end of the day, we make our own decisions. I regret not buying LITE when I had the chance for example...
LITE ripped me a new one
went all-in LITE calls at the close this is a scam candle its going back to highs
Guess all the data centers don't need any networking or fiber optics. WIFI everything I guess. RIP COHR, CRDO, LITE, MRVL, AVGO.
It's not up to the administration. Companies like MU STX SNDK LITE BE have already reported in the previous earnings calls that they have visibility out to 2029 and 2030.
LITE. Also insane rally by CRDO
LITE is up 7% and near a record high. I know what to do! Buy calls 🤡