Reddit Posts
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
Not OP but… Hilariously: CRDO They just acquired a photonics company and have the inroads with hyperscalers with the know-how to execute. CRDO was undervalued before the acquisition. I still think they are. $225 for earnings and $300 EOY wouldn’t surprise me one bit. COHR and LITE are 2x the value and 3x P/E. CRDO is crazy undervalued.
They downvoted you, but it's true. I sold my POET from the gains, and jumped into LITE which is showing growing upwards financial results
Sup homies I think I’ve had decent picks so far. Early entries to LITE, AEHR, AXTI, NBIS, and SPY puts that were entered right before our crazy pull back. Not financial advice but I’m feeling we go higher $SPY 715-720 EOW. Lol
Just found out a coworker got wind of LITE in early 2025 when it was $65 and went all in. It is almost $900 today. We weren't every really friends or never talked or anything, but I'm still trying to figure out how I can sue her for not letting me know about it. Would have been a windfall.
Damn they actually got that deal? I remember people saying to get it at $4 cause of that, but then I saw NVIDIA invested with another company I think LITE and noped out
not LITE's choice, its driven by customer demand (hyperscaler demand)
LITE is pricing for 85% YoY rev growth
I agree entirely on $300 EOY; could even get to $225 after earnings in June if guidance includes revenue from the acquisition. This one has been suppressed for awhile due to analysts / the market thinking 2B investments to LITE and COHR from NVDA mean optics are imminent. I sold 30% of my position on a 52% run up these past few weeks, but holding steady on the rest!
Are their revenues growing? LITE had a bit higher revenue in 2021 than it has now. I don't see growth. PE ttm of 273. COHR has better revenue growth, it went up by 87% since 2021, but they have even worse margins and their PE ttm is 371. Are those companies capable of actually having a non-zero margin?
I though I was late to the photonics games 2 months ago but I gave it a try and i am up 90% on LITE. I think this is going to change efficiency on the data centers for sure
If you believe AI investment will be $1t+ a year in a few years due to growing margins, than yes, these all will 3x in a few years on 3x revenue. If you don't than stay away. I'm personally heavy into ALAB, LITE, COHR, MRVL, AMD, AVGO, ETN, CEG, BE. I'm an AI bull and I have yet to see anything that gives me even the slightest worry AI is a bubble.
Go look at how many recent questions are asked about the sector over the last couple months, as compared to the last 5 years and you tell me lol but yes, COHR, LITE and Broadcom are a great start into the sector.
COHR, LITE, CIEN, MRVL, AVGO and..............Intel. This sector is packed with companies experiencing excellent growth right now but those are the the ones I have positions in. Go watch the Asianometry videos on YouTube where he coveres photonics topics, It's a great watch.
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.