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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
Nah, look at LITE. If that stock has a red/green day, then it does the opposite the next day. Been playing ts all week long lol.
POET up big while every other interconnect/photonics stock is down (CRDO, ALAB, LITE, MRVL). Did I miss something here?
Yup, their PE is gonna nosedive just like MU and LITE.
What's going on with LITE, AAOI, COHR
Time for the daily LITE pump
HolyCow, $LITE tank 10% this AM.
I tried my hand shorting MU and LITE in December. Those trains will blow you up. But I'm agree kinda ridiculous.
holy shit, what happened to LITE
$LITE is another one. Continues to climb.
I’ve never been a big fan of INTC. They missed the boat on being a foundry (taping out for companies designing their own chips). It’s going to be tough for them to catch up. I’ve been keeping an eye on it recently LITE MU RKLB OKLO NOC
Uhh, from my own personal research so far, to cover all grounds I’ve liked: 1. $AXTI - Basically 40% of InP supply chain 2. $DOWA + Sumitomo for Western hedge on InP / InP substrate 3. $AAOI, $LITE for hyperscaler buildout, AAOI for AMZN/MSFT, and LITE for everything but more levered to Google TPU 4. $MRVL and $AVGO - MRVL design partner for MSFT 2026-2027, and AVGO kinda everything.
I bought shares of LITE and Coherent just because i found out they are NVIDIA's photonics partners, and made something like 500% gain. Guess now im going to bet on AXTI, you convinced me. Whats your opinion on future of photonics? Which company would you make a long bet like 5 years+?
POET, AVGO, AAOI, LITE, COHR, and any US photonics company are one level higher where they all depend on InP substrates or Indium Phosphide to make their optical components. Basically AXTI is the lowest level of the entire supply chain.
No. Google's TPU program is heavily dependent on $LITE for their OCS. Then $AXTI basically controls 1/3rd of the world's outputs for InP Substrates. On top of that $AXTI basically controls 1/4th of the materials needed for all photonics. 78% of all the materials comes from China and AXTI is one of the few with export controls. Google literally cannot do this because it's a physics problem, it's not something money can buy. IT would take a few years at least. And if they tried buying all of the supply (which is only a few billion TAM), Microsoft would literally not be able to build out their program so yes, it becomes a game theory issue with supply chain materials. If you shut down 1/4th of the world's materials and 1/3rd of the world's substrates when demand already exceeds supply by multiple factors. Have fun with scaling out any AI program in 2026.
\- "THE ENTIRE AI INDUSTRY IS BOTTLENECKED" - nah. \- "THE WORLD IS AT MAX CAPACITY RIGHT NOW (demand > supply by multiple factors pre-ramp) AND THIS IS GAME THEORY on materials supply chains." this could be true but would like to actually see some numbers to prove it, I think the AI hype is (very very slowly) dying down a bit, after a few years of rapid expansion and investment. \- "Just to give u an example $AXTI -> $LITE -> $GOOGL TPU. without any of these members, the program shuts down" - except that Google alone could build out this entire supply chain if it was really needed. As you said, Google is almost 4 trillion. best case might be an investment by google in AXTI to send the stock flying higher, like they did with WULF
LITE is fighting the red so bad
+1800 on LITE calls. Merry xmas!
anyone has DD on LITE? it continues to go up.
LITE and MU can’t stop won’t stop
69% Options only mostly in LITE RDDT META. Leaps.
Thanks for the reply. I'll looking into LITE. I guess at this point everything is pretty much up in the air when you talk about AI lol
High beta play on AI data center photonics scale up, which is a big thing. Safer bet is $LITE imo but you could have fun speculating on $POET as well.
LOL. What a stupid logic. I live in California too and love California. But reality check is it’s not time to chase $LITE, it was last year you should have bought $LITE now you’re just chasing crumbs. Stock might double from here but won’t make you money. On the other side $POET id risky buy even a single deal can make this stock go 12x.
everything you're saying is nonsense. if you went deeper OTM I would be even more skeptical. Yes buying any amount of shares instead of derivatives that expire show conviction in a company. Not saying that you can't do a mix of both. but 0 shares is really telling. "exposure to volatility", yeah good luck with that. anybody that bought LITE & COHR are laughing at you.
LITE, GLD + GDX + SLV, RKLB, MU maybe, PLTR maybe
POET is just $LITE for poor people
LITE will do well, but POET is a far better risk/reward play imo. By a long shot
Thoughts on LITE? already up a bunch.
Thankful AVGO beat so my MU and LITE calls will live to tell the Xmas story.
Yeh I own that and poet and LITE
Quick scalp of LITE +500 and im out
Seeing this here means LITE’s days are numbered before it drills back down
when should i sell LITE is it overvalued now?
LITE calls 6 months out on any dip.
Why do yall keep buying POET when LITE just keeps climbing
Right now I’m looking into photonic circuits which w are going to need for AI. These circuits use photons instead of electrons to process this makes it cheaper and more efficient etc. Companies like ALMU POET LWLG All good go 10x at least Then You have the giants like LITE COHR BROADCOM That’s where my heads at now. NFA
If you had thrown this on $LITE instead, you'd be up like 5000%
$MRVL up 10% pre-market $POET up 15% pre-market * Marvell Technology announced [acquisition ](https://investor.marvell.com/news-events/press-releases/detail/1000/marvell-to-acquire-celestial-ai-accelerating-scale-up-connectivity-for-next-generation-data-centers)of Celestial AI for its pioneering **Photonic** Fabric technology for next generation of optical connectivity for AI Data Centers. * Current generation of AI chip communication is reaching the limits of Copper connectivity * Next generation of AI will need optical (Silicon Photonics) for high-bandwidth chip<==>chip communication **I bought some $POET stock and also Jan'27 $5 Call Options for cheap yesterday because:** * David Lazovsky the CEO of **Celestial AI** was previously the Executive Chairman of the board of directors for POET Technologies * Strong Cash Position: POET recently closed a $150 million share offering bolstering cash position to Over $300 Million * POET Technologies supplies precision optical engines, like its Starlight modules, to **Celestial AI** for use in its Photonic Fabric and Orion AI accelerators, with POET's technology enabling high-bandwidth, low-latency data connections for AI data centers * Management expects that some new optical engine purchase orders may be announced by the end of the year. In addition to orders from Celestial AI and Adtran, POET has been working with Mitsubishi, Luxshare, FOIT, Lessengers, and a few other companies. It is even possible that few of the Chinese module makers could come on board for 800G products in 2026 $POET is a long-term play because Silicon Photonics will become huge over next 1-2 years. Another good play is $LITE (Lumentum) but the stock is too expensive right now and I will wait for a big dip.
I have a bunch. Most notable - Meta $135 cost basis sold around $185 -PLTR $10 cost basis sold around $26 -LITE had a low $50-$60 cost basis and sold low $90s.
The AI trade has decisively split recently. The Google compute complex, including AVGO, LITE, CLS, and TTMI, has soared. The OpenAI compute complex, including ORCL, AMD, CRWV, MSFT, and NVDA, has crashed. Of course, underlining this split has been: 1) the growing popularity of Google’s TPUs for AI compute, 2) fears about Nvidia GPU market share erosion, 3) concerns about a lot of the circular financing deals from OpenAI and Nvidia, and 4) a huge breakthrough from Google with Gemini 3.0.
I am once again here to laugh at the people who bought $POET instead of $LITE
obviously hold LITE IREN NBIS SKYT CRWV MRVL META
Nice one. I have AVGO, GOOG, and LITE calls bought on Friday. After tracking most of the AI related stocks, those three were the only ones that held close to their highs and have actually recovered or rallied above their highs.
WDC -10% MU -11% BE -14% SNDK -20% LITE -13% CLS -10% #marketleaders
definitely the plan got any suggestions? LITE NOW have been doing so well for me on options but still need to learn more could always use some advice
NLR CRWV NBIS ORCL (I too was skeptical of OpenAI deal but this is overblown) IREN LITE
Those AI charts are crazy. BE, LITE, DDOG just scream take profits now but I think I'll get me some calls.
Anyone invested in LITE - Lumentum? They make the best optical transceivers, optical chips, laser pumps, and co packaged optical chips in the business. I've been holding for 3 months and there hasn't been a single week where this stock has been down for the past 3 months. It was green yesterday and it was green today - all through the route in stocks otherwise.
I can't believe people here chose POET over LITE and COHR
COHR up 15% after reporting last night. LITE ran up 25% yesterday after reporting and looks to keep going. FN keeps hitting ATH There is so much fucken money being poured into optical networking gear to support these AI buildouts. See DD in my profile
Put LITE on my watchlisT but did not take a position. That decision did not age well!
LITE truther since $95. You can lead a horse to water.
I called Lumentum $LITE in my DD from last week. They're up 25% today. With 15% SI and 120% tute ownership this could keep going
Lumentum $LITE up 18% pre-market off super strong earnings and guidance. Demand for optics is crazy Watch this one. 15% short interest and 120% institutional ownership. Could go higher
woah, LITE is absolutely pampin'. saw a post about it yesterday in the thread about POET. shoulda coulda woulda man.
Can my [$LITE DD](https://www.reddit.com/r/wallstreetbets/comments/1ojdtli/lumentum_lites_it_up_200g_lasers_key_supplier_of/) from a few days ago get a little more fucken love? They're up 14% after a strong report as predicted
Okkkayyyy??? 100 contracts for 27 of LITE will cost you $650k For that money with the same expiration date you can get 5000 contracts of POET That’s half a mill per point
LITE is a great company as well, yes. Definitely a safer bet.
The thing the optical networking industry needs more than Poet’s unproven tech, is high-speed lasers to light up those “pipes” as you call them I like Lumentum $LITE. They report Tuesday
Recommend also looking at the companies that help data interconnectivity, speed, Tx, especially those on related to optical. I have been building positions in LUMN, LITE, POET over the last few months. Probably will add Coherent & Corning as well.
Here's my DD on Lumentum ($LITE), a key optical supplier to NVIDIA. They report Tuesday after market. I'm bullish [Lumentum DD](https://www.reddit.com/r/wallstreetbets/comments/1ojdtli/lumentum_lites_it_up_200g_lasers_key_supplier_of)
Sold RDDT and bought LITE today. Yeah.
Lasers. NVIDIA. Here's my DD on Lumentum. Pew pew [Lumentum ($LITE)](https://www.reddit.com/r/wallstreetbets/comments/1ojdtli/lumentum_lites_it_up_200g_lasers_key_supplier_of/?utm_source=share&utm_medium=web3x&utm_name=web3xcss&utm_term=1&utm_content=share_button)
YES LITE IS A VERY GOOD CHOICE [LITE](https://aimytrade.io/ticker/LITE)
Lumentum (LITE) and Coherent Corp. They supply advanced photonic and laser technologies that boost data transmission and computing performance in AI and data centers..
I like poet and I think the retail hype is actually going to make it a meme stock. We may see 30-50 dollar value soon. However, I feel as far as fundamentals are concerned this does have a few advantages and mostly it depends if it can execute. So there is a little speculation involved in assuming that it will be able to execute. And I am fine with that. It has potential. One thing to worry is it's competitors like Arya Labs backed by Nvidia, COHR or LITE. The fact that it suddenly had 75m investment out of nowhere is a sign something is brewing. Overall the way I see it with current price target of 6-7 dollars. Loss potential of 20-30% in short term but profit potential of 300-400% or more in mid long/short term. I am willing to take the risk. Will put in 60k first thing in morning tomorrow. That's all.
Lots of euphoria around optical networking. Which needs one key thing: a laser. Pew pew Lumentum $LITE is the company that NVIDIA selected to supply lasers for its next-gen switches with CPO. It’s the largest PO in the company’s history. I should do a DD/yolo on them
Yeah I like that technology. Plus they win the award. Look at LITE sp is 15x.x . If they do it right this stock got so much room to grow
How does their product compare to the LITE R64 or R300? Totally different tech but looks like it's trying to do the same thing. Looks like POET can only connect one lane to another?
I don't think they're a candidate for government stake but they are a pure turnaround play (there's definitely asymetrical upside potential but also high execution risk). In the same space I prefer LITE as a safer name.
Those are good comps. I’d add AEHR for testing parallels and maybe LITE for photonics overlap. But ALMU is one of the few still at true microcap entry valuations.
LITE - they make ultra high powered lasers for optical data connections for all datacenters
Why is no one talking about LITE. It's up 50% in a month with no real pullbacks. Short opportunity?
Find a strategy for a stock before you buy it, so you won't have seller's remorse offloading it. I buy some stocks that are long term cooks. But, i mainly do short term momentum investing. I have a spreadsheet that finds potential plays, i put money into them, i hope to get 10%+ out of them then sell them after a week or month. I look back at some of my short term sales, and see that if i had held i would have had more. But i also notice that if i had held some i would have had a loss. Don't look at what could have been and look at what is. You got a nice gain on an investment in short run. Take that principle and roi abd flip it to another play that will grow. When i see people beat themselves up over not buying at the bottom or selling at the top, you have to remember that that reaches gambling levels of statistical chance. Trying to time the 4th standard deviation is like lotto ticket odds. Shoot for inner 1 or 2 standard deviation and you have mich higher odds. I'm not trying to buy lowest and sell highest. I'm trying to catch something going up that has good odds of still going up to get me 10%+ and then sell it. If i get 20%, 30% or more in that short time, all the better (eg I've got 100% roi on LITE right now). But if i sell and see it went up more...well it could have gone down. The place i repositioned my money may have gone up more than if i left the money ride on the other play. As long as I'm seeing a compounding roo over time I'm happy with what i have and not sweating what could have been. All that said I'm up 30% this year in my actively managed account...so far. It's ahead of the S&P 500. I've got some duds lingering in my portfolio. I don't like selling for a loss, but might reposition. Find what works for you, and it might be a different strategy for different stocks.
LITE They are gonna make photonic computer chips for apple. The next NVIDIA imo
Threee out of Three Long CRWX, LITE, Short CAVA -> Closed all positions with profit. Saved my ass from SPY Puts.
Since you want to be spoon fed long ALAB, CRDO, LITE
That’s good. I sold yesterday and will pick it back up when it’s in the $26.xx range or lower. I’m going for cheaper stuff right now, ONDS, VERI, UAMY, LIDR, PL, and MDAI. Essentially I’m going where government funding or contracts are going for penny stocks. UAMY will hopefully get what they need soon to keep expanding their smelting operation for antimony. Some other stocks that have been doing well since I sold out of them are LITE, CIEN, and GLW. GLW had good earnings recently. I might get back into these myself on a pullback, but I’m just trying to not stretch myself too thin with the macro economy in flux like it is.
Imagine buying POET instead of an actual company like COHR or LITE
I agree with you about AR being the future, and probably not the present. How do you see those names enabling ar? I can see the role Nvidia and QCOM but I'm not familiar with PTC or LITE, what's their business involvement in the AR future? I'm not really sure where to position for the coming changes. I've seen really impressive work with Sony wave-shaping meta surfaces, but they'd be competing somewhat with themselves there. I also think Apple could be in a good position, they're certainly looking ahead with their 'spatial computing' work with their headset.
Wearable AR will be huge, but can you really go all in on a software company for this? The new Snapchat AR glasses look no better than the Raybans. They boast new features and outlook, but it boils down to similar problems- will people wear these glasses ALL DAY? What about people without prescription needs? Now, I do agree that Snapchat is doing great in the social media space. Their AI is far superior to Meta or Instagram. They certainly have legs, and will continue to grow. Youngsters just love sending snapchats their PARENTS CANT SEE. And any person in here that believes Snapchat is dead is probably a parent that doesn’t supervise their kids enough, or not a parent themselves. I do agree Snapchat has a future, but I’m not all in AR through Snapchat. I’d rather invest higher AR enablers like NVIDIA, QCOM, Unity Software, ADBE, PTC (For industrial applications), LITE (facial recognition)