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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
"What are your thoughts?" I don't care how financial media covers anything. Financial media is there to sell ads. CNBC is not a great place for ideas. But none of that is anything that I pay much attention to because I'd rather devote that time to thinking up new ideas than caring what the WSJ says. Also, what hardware names are cratering? SOXX is up 9% YTD. Things like LITE are +40% YTD.
Imagine buying POET a month ago instead of actual companies LITE and COHR
LITE is the greatest stock of all time why did i bother diversifying into garbage this would have made me a millionaire this week
LITE up another 7.5% pre market, BE +12.5% a couple examples - LITE had very good earnings a couple days ago, BE earnings were last night. Photonics, memory, optics, semicap, energy (and particularly behind-the-meter names), etc etc. Some of those names certainly aren't cheap either, but "where spending is happening" has been a lot better theme overall than "who is spending" since the AI theme started and I think that's only been moreso so far this year.
LITE is the greatest stock of all time idk why i was diversifying
"While everyone is panicking " Still positive for the year largely thanks to real asset stuff and some other odds and ends (in terms of growth, BE is a name that has certainly continued to work this year and had good earnings last night; LITE another growth name working well) although not nearly as much as a couple weeks ago. Too many people entirely focused on growth/speculative growth only and their answer to a correction is more speculative growth. There are other companies out there that are doing well - look at something like MCK up 16% yesterday. Beautiful 5 year chart. Microsoft, Meta, Alphabet and Amazon are going to spend $600B+ this year - where are they spending that? People still aren't focused enough on that.
Fuck that stock dude. When it got popular in October, if we instead bought LITE (also photo-optics tech) we literally would have 3x'd. I lost so much money on POET it's such a dog stock.
lol. why's everyone bearish on AI now? just cuz you missed the ride up? don't worry, we're refueling. LITE to the moon
There's a lot of other things besides NVDA. LITE was up 8% today/+30% YTD, among other examples.
There are some winners but maybe not as much the big names everyone is familiar with. LITE +8% today, up 30% YTD and had good earnings a couple of days ago. "don’t spend too much on capex" Companies are building massive fleets of data centers, everything of which will have an upgrade cycle and/or need replacing for many, many years to come. Every chip upgrade, every new optical cord, every new everything. The capex will slow eventually but there's a case that it will remain elevated vs history.
Mines doing alright one in the green LITE and SNDK only just in the red
Photonics/optics. LITE +6% after Google earnings (and had very good earnings yesterday afternoon.)
so LITE jumped when COHR initially jumped - and now COHR dumped and LITE is still up 5%. ok.
LITE giving back most of its gains for the day. I'm looking forward to seeing what COHR will do in AH after earnings.
$LITE earnings call blew up the copper cos when they confirmed CPO scale up shipments.
COHR earnings today for anyone who missed LITE.
Nice day for LITE for the data center believers
"cannot be determined by the fundamentals." In terms of only focusing on things that are "cheap", part of this sub has been going on about PYPL for the last 3 years only to see it go down another 20% yesterday. "I would say that MU seems to be the only one sticking out a bit as a possible further runaway" The memory story has already run a lot but could certainly continue further before a shortage eventually turns into a glut (or perhaps normalization, if the demand for memory going forward is just going to be permanently higher.) Optics/photonics doing very well - look at LITE earnings last night and names like CIEN/COHR. There's a lot of things doing well, but what is doing well - imo - has become a bit more esoteric instead of "just invest in Mag 7." I mean, look at Nitto Boseki in Japan and a shortage of glass fiber. https://www.tomshardware.com/tech-industry/artificial-intelligence/glass-cloth-could-be-the-next-great-ai-shortage-as-major-manufacturers-scramble-to-secure-critical-material-japanese-manufacturer-courted-by-apple-nvidia-google-and-amazon The concern that I have in the short-term is that the "short software/long AI" trade gets even more extreme and you see a reversal in that, but imo it would be a buying opportunity for AI names.
I think up LITE went up and they are competitor
Some of the tech names that people talk about on this sub (like MSFT) are not doing well. The stuff that people don't talk about (like LITE) or only talked about well after the move has occurred (MU, SNDK) can't meet demand. There used to be so much more of a variety of names discussed on here years ago, now it's so heavily Mag 7 or "the names that people keep turning to when they don't want to buy Mag 7" (PYPL, down another 18% yesterday) or a couple of selected reddit speculative names that really haven't changed much in the last couple years. I'm not concerned about an AI bubble popping, I am concerned about the magnitude of selling software on AI concerns having some degree of truth to it. "Are you guys pulling out?" Nope. I am further emphasizing "where the money is being spent", which as I've said before on here has worked a lot better over the last 2-3 years than betting on who is doing the spending.
How did you initially come across $LITE?
Puts on QCOM and puts on COHR already ran today with the results from LITE I have a Google Leap but idk can go either way, but I think they are leading this AI race so it may be rewarded
Calls on $MU $COHR and $LITE, maybe $HOOD can stay
Can my Lumentum $LITE [DD](https://www.reddit.com/r/wallstreetbets/comments/1ojdtli/lumentum_lites_it_up_200g_lasers_key_supplier_of/) from 3 months ago get a little love? It was $200 when I posted it. I had a bunch of retards tell me I was late. $LITE reported tonight and is now $470
You’re right, I think it can pull similar to how SNDK and MU pulled. I feel more comfortable longing this than the other two. + $LITE has a smaller market cap and I can easily see it being $100 Billion before summer.
yawnnn... to easy. LITE printing like always.
I regret no going all in on LITE. I've never been as sure that it would be a good earnings as I was this earnings call. As it is, I can only console myself that I still made money on it.
$LITE is miller lite stock, right?
Wtf LITE has gone berserk
Bought $LITE shares, the IV is way too high for calls
LITE will go +/- 20% no cap lmao
Thoughts on Lumentum today? $LITE
LITE UGL and I hate to say it but RKT if it wants to fill the gap. And also yes pypl going to 0, might join in puts
Looking at LITE’s weekly dtes far OTM made me want to kms
https://preview.redd.it/1duqj84uc5hg1.jpeg?width=1170&format=pjpg&auto=webp&s=05f094e6b70d2e48a79700f93318cf258731a35a LITE. Nuff said.
I keep thinking LITE is not going to keep going up then I just realized it's where crypto has been slowly pumping. Nothing sounds more like a crypto ticker than LITE
Choose a better stock than PayPal. On Monday throw some money on 0.1 delta OTM 5DTE calls on BE and LITE. Seriously life changing money.
Why does my LITE put give me negative gains when the stock drops $20 after I purchase?
Ty and yes for sure. Can't hindsight too much. It is kinda crazy how Sandisk blew up 10x within 1 year and we're seeing other memory players hit new record highs. This may be the year for memory as least year were chips. Also look into photonics like POET, LITE, COHR. I think we will see that market pick up as well alongside memory.
I’m not holding SNDK but sheesh seeing its progress on my watchlist from time to time sure makes me wish I was. That and LITE probably my two biggest misses these recent years but I just don’t like trading individual stocks in most cases.
"t any moment, Trump could decide to invade Greenland and all my US shares would freefall overnight, " There's considerable discussion already and I watched "hot" names like SNDK, LITE and others ramp higher yesterday. For all the headlines, it wasn't that much of a down day and futures green this morning. Do I agree with what's going on? No but I don't think the result is as apocalyptic as you are concerned it is. If I look across financial media, am I seeing the day in/day out doom that I have consistently seen on Reddit over the last year or so? Nope. I think the global economy has clearly changed and we are likely headed towards a multi-polar world. I bought gold and other real assets last year and continue to "bit here, bit there" add. I diversified *considerably* more international at the start of last year. Even with those views, I don't think that US stocks are heading for a collapse because of what's happened. If anything, with the state of things I think there's a case to be made to own more selected assets, particularly anything that can be even mildly viewed as strategic.
No American companies you say? I bet Europe can just get by on their own! Who are the leaders in chip design? Nvidia, AMD, AVGO, Marvel, Texas Instruments, Qualcomm… Who does the packaging, the integration, supplies equipment? LRCX, KLAC, LITE, AMAT, PLAB, MMAT… I’m sorry, I guess those Europeans will just magically recreate the entire semiconductor and networking supply chain indigenously. That sounds reasonable. I wonder who the Japanese care about doing business with more? Is Europe going to stop China in the Pacific? How much money did the cloud hosting companies spend to build those data centers? Oh, just measly tens of billions of dollars on a single site. I’m sure the Europeans will have plenty of money and expertise to recreate the most sophisticated industry in human history without the help of the people who invented the technology. That sounds reasonable. Yeah, they’ll just “divest” because they obviously have a parallel supply chain that can recreate 50 years of work. This is like people saying that Europe should stop buying the F-35 and develop an indigenous alternative. lol. Good luck. Don’t confuse us throwing some sub contracts your way with having the same capability. If we’re going to play the isolationist game I think Europe will find that they have more pressing matters to attend to like idk, Muslim majorities overtaking the natural population of their largest economies in the next 10-20 years (looking at you Germany, Britain and France). Because those are the kinds of timelines we’re talking about. Turkey is more likely to prosper than any given country in Europe.
in a see of reds VLO and LITE are the lights of hope for my portfolio.
gonna bust with LITE calls this month
its not over for sure, but look at AXTI, LITE, and COHR
Let me know what you guys think,- I plan on playing weeklys for LITE earrings Also,- RZLV could be a big hit, all analysts price targets are $8+
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?