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Due Diligence on Lumentum Holdings Inc. (LITE) - Potential Supplier for Apple’s AR Headset
Due Diligence on Lumentum Holdings Inc. (LITE) - Potential Supplier for Apple’s AR Headset
Brokerages That Use Citadel / Virtu Execution For Orders Q1 2022
Brokerages That Use Citadel / Virtu Order Routes Q1 2022
Interactive Brokers - Am I Reading This Right?
Some GME DD LITE for yer mornin... Ape!!
Mentions
FEIM - will be the next huge stock to run in the defense sector. Low float, getting into satellite contracts. ALMU- scalable photonics that can reliably give 300 mm photonic wafers a real life. POET- the absolute next LITE photonic stock- waiting for sales to start in 2027-2030 it will easily 10x.
Held LITE for a few years, sold at like 160 because it’s a garbage business.
Yes, and primarily off Reddit stock picks. NBIS ASTS RKLB AMPX COHR LITE never would’ve found most of those myself
For every stock you toot going down I can find an equal stock going up! AMD LITE SNDK STX CAR The market is not going to 1929 crash here at all. Inflation increase is transitory. Currently inflation is elevated but within historical norms. GDP not negative. A recession needs 2 back to back quarters or 6 months of negative gdp to label a recession. Jobs for March were 178k!!! Not even close to negative. Unemployment is steady and within historical norms. Earnings are still smashing it! You’re early on your thesis. Maybe next year but certainly not this year.
$AEHR, $NBIS, $LITE, $AXTI , bought in Feb, i make ok decisions sometimes
Nice move up today, $LITE up 7.58%
Any idea why SNDK & LITE & AAOI are moving separate from the market? They all ripped before the market did, then when the broader market caught up the previous few days they were down. Now the market drops and they are all ripping again.
from our favorite wsb meme TA bro Serenity, $SIVE $SIVEF will fly today: [$SIVE](https://x.com/search?q=%24SIVE&src=cashtag_click) is on its journey to be [$LITE](https://x.com/search?q=%24LITE&src=cashtag_click) . In the last 2 days: \> [$JBL](https://x.com/search?q=%24JBL&src=cashtag_click) confirmation of using [$SIVE](https://x.com/search?q=%24SIVE&src=cashtag_click) lasers for their 1.6T optical transceivers \> Sivers raises $13.5M+ from long term institutional investors (eg. pension funds/institutional investors), de-risking balance sheet issues \> [$SIVE](https://x.com/search?q=%24SIVE&src=cashtag_click) plans to list on US NASDAQ. What a crazy turn of events? I still think it's heading to $2B+ MC in the near term. Especially as shares transfer from local Swedish investors to Western funds/investors who understand what’s up and coming with photonics.
LITE 950 c next week. By in the morning and by next week, Wednesday, you’ll have 50 K.
yeah, I've missed hanging onto some pretty big swings on this last dip. was really in all the right things with size, but dipped out of a lot of them when I was down or barely up instead of holding. Just have to get in at the right time next time. I still think LITE is likely a good short candidate, but my timing wasn't great the first time. Glad I only had 3 contracts. Will keep watching it.
I see others say pull the $3k out, I wouldn’t do that. Buy Some Leap calls. Atleast 6 months out. LRCX, LITE, NVDA, WMT, COHR, MSFT Any of the Mag7 besides TSLA. Which ever one where you can get it close to the current price of the stock. Because these are either Down right now or are continuing to reach all new high’s because of Earnings and investments and Forecasted future earnings growth
I hope you didn't go all in on LITE - this morning was a blood bath
I think NBIS and CRWV are going to be back below 100 by EOY. Feels like we already had the AI bottleneck bull run (SNDK LITE VRT etc.) And now the market is desperately pumping data center stocks trying to make more gains. They have no actual moat, just hyped up rental GPU companies.
So what you're saying is, go all in on LITE?
SNDK & LITE need to join the party
The big guys LITE and COHR of course, but also like AXTI, LPTH, AEHR as the up-and-comers
ASTS, SNDK, LITE, ALAB and ANET look dumpy today
LITE, GLW and AAOI need to pave the way for tech dump
All aboard CRDO. Not only is copper here to stay for another decade, but they’re getting into photonics like LITE and COHR. https://investors.credosemi.com/news-events/news/news-details/2026/Credo-Agrees-to-Acquire-DustPhotonics-Accelerating-Expansion-into-Silicon-Photonics-and-Next-Generation-Optical-Connectivity/default.aspx
All aboard CRDO. Not only is copper here to stay for another decade, but they’re getting into photonics like LITE and COHR. https://investors.credosemi.com/news-events/news/news-details/2026/Credo-Agrees-to-Acquire-DustPhotonics-Accelerating-Expansion-into-Silicon-Photonics-and-Next-Generation-Optical-Connectivity/default.aspx
Does anyone feel like NBIS and CRWV are gonna come tumbling down at some point? I feel like I missed out on the real AI plays already (VRT, LITE, SNDK) and these pumps are trying to lure in people who want to FOMO into something hoping for another 5x when those opportunities are long gone.
Lumentum LITE Give it to your kids. Share it with friends 🧡
Lumentum LITE Give it to your kids. Share it with friends 🧡
up 47% my biggest holding is SOXX also own LITE, BE, and as of today ORCL
Stay away from them!!! I subscribed to the swing trading service inn May 2025. I lost about 70% of what i have following their position size and short in SNDK, LITE, GEV, CAT, JBL... Look right now. They have 15% of the 2025 portfolio in sndk short at $250. It is now $960. It completely sucks your money. Also a lot of his swing trades are day and over night trades. The alerts come 5 min late and is enough to miss 2-5% move in the stock either way. Be really careful! I think there are better services out there.
Tomorrow it will be LITE s turn to flirt with the 900s
LITE is a great company but pretty dangerous at that price rn
Among all this green, it was a bad day to hold calls on LITE and CIEN. Down a solid 24% on the day.
Hey bears. Learn from the past 17 times this has happened. You desperately need to well time your puts and exits, and that you should NOT hold overnight. I will be buying the dip. Not a lot, but a little every day. Especially my favorites. MRVL, LITE, ALAB, AMAT, COHR, GOOG, AMZN, AMD, AVGO, and more. You do you. You may make a buck, but when it reverses I'm going to make 3 bucks.
hey guys I’m short SNDK and LITE, long APP and NOW how toast am I
I'll take whatever dip I can get on LITE
LITE has been the move for 6 months
LWLG TSEM AAOI LITE If we go on a bull / turn risk on oh lord
Exactly, LITE's capacity is maxed out through 2027. I don't know what kind of pricing power they have, but if it's anything close to MU, then they have room to run. Then, there's COHR that has been running wild too.
Why them over LITE, COHR, ALAB, MRVL, AVGO?
Absolutely holding LITE going into this eventful weekend more upside than downside.
# $poet Poet Technologies # Cramer's "Buy Hardware, Sell Software" Trade: LITE, COHR, AAOI, VIAV — And The Silicon Photonics Stock He Didn't Mention [https://stockalpha.ai/alpha-breaking/cramers-buy-hardware-sell-software-trade-lite-cohr-aaoi-viav-and-the-silicon-pho](https://stockalpha.ai/alpha-breaking/cramers-buy-hardware-sell-software-trade-lite-cohr-aaoi-viav-and-the-silicon-pho)
Anyone else looking at LITE, that shit is gooning in a corner
Fucking LITE took off before i could get in. Dammit.
Not much, although the things that have done insanely well in tech this year keep mooning - LITE not far from $1k (was $300's in Jan.) SNDK up 33% in the last 5 days.
SNDK 1000 today, INTC 65 NBIS 150 LITE 1000
Holy fuck why do AAOI LITE COHR just keep pumping…. And POET has no movement
I've seen some talk of LITE here on occasion, since it was around $200 per share at least (not early by any stretch, but also not "too late" as I saw a lot of people say around that time). COHR's the other one that people generally talk about in this space, it's also done well. That said, the market is definitely expecting a lot from Lumentum, looking at its valuation.
Very little discussion about LITE on here and meanwhile it's almost tripled since early this year. Bloomberg article w/CEO talking about they are sold out through 2027 and at the rate they are going, will soon be sold out through 2028.
I have a feeling that LITE and SNDK are in for a really nasty day pretty soon. One bad war headline should do it.
LITE just evaporated my puts… Everything looked so nice at 871 yesterday 😔
2x long $LITE is up 500% this year 🤣🤣🤑
How the fuck is LITE pumping 7% in overnight market
LITE goin kinda crazy in the overnight
Holding calls over the weekend seems insane, but if LITE, SNDK, or STX dips tomorrow I feel like I would have to grab some.
Feeling the same way about LITE currently, but it's getting close to $1k so surely it'll slow down right??
Does LITE ever go down?
LITE, too, but I missed out on both.
Or you could of been me who shorted LITE at $800 two days ago thinking it was going up “too high to fast” only to peak at 950$ today 🤣 Never seen a stock move so hard off of 250M income lmao
This is a very difficult market to trade. Out of fear, I've stood on the sidelines and watched LITE and SNDK moon. Could easily have 2x my port, but agent orange changes his mind every other day.
What’s with LITE and COHR?
why did I only short 50 shares of LITE at $950 omg
Thanks for making me $3k overnight on one call LITE, your contribution to my eventual losses is appreciated.
$LITE gng here. Alone keeping my portfolio away from Red sea
I have LITE at PEG value of only 0.45 Looks cheap to me.
Every single day I am watching LITE going more and more up in disbelief and not pulling the trigger.
PL, AAOI/LITE, FSLY are all nuts right now too
Idk but I hopped in LITE yesterday with 5% of my port pretty happy with the returns so far.
I'm in LITE, AMD, TER, NBIS. Gonna be a good day I think.
Hurts to see LITE AAOI at ATH while I’m holding POET waiting and waiting….
Looking to buy puts on INTC, SNDK, or LITE since they've run up extremely hard but am wary of getting blown out with a Shrek since they could run further. Any thoughts on which to bet against?
Yea mine is LITE. I get the bull thesis, but their valuations have become detached from reality IMO. LITE is priced for absolute NVDA-esque growth.
LITE decided to grape me and my puts today. Thats what I get for being a 🏳️🌈🐻
AAOI, LITE, COHR >>>>>> Fucking MSFT
My wife’s grandfather dropped like 30k into large cap high growth/high risk stocks like LITE, MRVL, MU, CLS, etc, because his son (who has had issues with gambling and coke addictions) just got into stocks a few months ago. He’s up like 50% YTD, which is honestly the worst outcome for him. He’s telling everyone how he has found a way to “ELIMINATE risk”, and when pressed on reasonings he says “big companies invest in these tickers”. Now this is all fun and games if he plans on just holding the 30k investment he put in. But now he wants to LIQUIDATE HIS 401K and put literally all of his money into these stocks. Reasoning with him isn’t working, as he stops listening when you explain there is no way to eliminate risk in the market. TL;DR - top is in. They’re about to snag the boomers life savings and then we will see the most massive rug pull in market history.
LITE is a good stock but it is so overpriced and overbought it’s not even funny. I’m not selling my short position this thing will get corrected HARD. 😡
LITE is at all time high after up 1000% in a year. Bers if you’re not all dead now is the time! 😎
Bears your redemption can be done, LITE is up way too high after converting senior notes. I’m shorting LITX (2x leverage) today.
LITE is up $100 since Monday wtf 🤣 Almost TSLA levels of p/e but propped up by S&P inclusion xd
Honest question, how does something like LITE just 20x in a single year. Is it all just hype or is it a legit pump? Stock hasn't moved for 10 years until suddenly rocketing just now. And we're years into the AI boom so why rocket now instead of earlier? Or with MU/SNDK when data center boom was going on?
Jesus thanks for noticing. I'm up 25% give or take on MRVL, LITE, COHR, ALAB. though I just bought ALAB a week ago.
I literally JUST shorted LITE you have to be kidding me LMAO
My wife’s grandfather dropped like 30k into large cap high growth/high risk stocks like LITE, MRVL, MU, CLS, etc, because his son (who has had issues with gambling and coke addictions) just got into stocks a few months ago. He’s up like 50% YTD, which is honestly the worst outcome for him. He’s telling everyone how he has found a way to “ELIMINATE risk”, and when pressed on reasonings he says “big companies invest in these tickers”. Now this is all fun and games if he plans on just holding the 30k investment he put in. But now he wants to LIQUIDATE HIS 401K and put literally all of his money into these stocks. Reasoning with him isn’t working, as he stops listening when you explain there is no way to eliminate risk in the market. TL;DR - top is in. They’re about to snag the boomers life savings and then we will see the most massive rug pull in market history.
Well your record is better than the 900 LITE guys record
I’m shorting SNDK and LITE. I doubt they hold $700/$800 the next two weeks. Buying calls near ath is interesting.
My strategy? First praise to allah, then PUTS AAOI, LITE AND WHATEVER IS PUMPING TODAY
I like this effort you put into analyzing the price. LITE has been on my watchlist for only a couple months. I'll reread it later. I bought 3 April 17 660 puts last friday. They are green as of this afternoon, so glad to see some homework regarding this one. It has been moving so fast up and down I couldn't help trying to catch the next down move.
I didn’t even comment on institutional investor changes: Vanguard group is 100% out of LITE reported on 3/27/26. Vanguard has gone from owning 716,082 shares or 2% of the company to 0 shares in 1 big move. https://www.sec.gov/Archives/edgar/data/102909/000010290926001773/xslSCHEDULE_13G_X02/primary_doc.xml Now why would they do that 🤨
This. Not sure how this is bearish for MAG7 but good for hardware? If anything MAG7 would benefit from slowing CapEx spending, and overpriced optical connect companies like LITE would plummet.
Hey man, this is a super detailed breakdown of LITE. I really like your EPS-lock framework – that's a smart way to cut through all the hype and noise. I've definitely seen stocks get way ahead of themselves on future potential, leaving room for a pullback. Selling those far OTM calls is a classic move when IV is cranked. Good luck with the trade!
Up 67% YTD AMPX AAOI NBIS LITE My biggest winners Could've touched +80% YTD if I sold my APP, CRDO
LITE Has IV30 of \~100% and IV30 Rank of 81% presently. So the IV is on higher end than usual. Over the last 3 months it has held consistent Put Yields at \~7% and Call Yields at \~3.5% for option contracts closest to 30 Delta and 30 DTE. It has a wheel rank of 85 making it a consistent premium provider. VRT Has IV30 of \~73% and IV30 Rank of 90% presently. So the IV is on higher end than usual. Over the last 3 months it has held consistent Put Yields at \~4% and Call Yields at \~3.5% for option contracts closest to 30 Delta and 30 DTE. It has a wheel rank of 68, so LITE provides more consistent higher premiums. AAOI Has IV30 of \~135% and IV30 Rank of 97% presently. So the IV is almost at peak over a 1 year range. Over the last 3 months it has held consistent Put Yields at \~9% and Call Yields at \~4% for option contracts closest to 30 Delta and 30 DTE. It has a wheel rank of 90, so of the three AAOI has provided the more consistent higher premiums. So returns and consistency wise AAOI > LITE > VRT. But AAOI is almost at the peak of IV30 so its highly volatile. All this info and can be found at [thetahedge.io](http://thetahedge.io), which tracks more than 1500+ tickers with all metrics needed by option sellers to make a decision!
LITE ATH what the actual fuck