LITE

Wapmen

LITE puts 1 month out should work 99%

WendyDumpsterFire

bud LITE 📈📈📈

Character-Peace-1097

What's with LITE and Nokia today?

Plazmarazmataz

Been looking at LITE, it seems extraordinarily range bound. I'm talking $100 swings 3 days at a time. Thinking if it goes back down to the $800 - $850 range might see about buying one share and see if i can swing it $100 up.

R1ckyB0bby_

Why’s LITE pumping

Bright_Mix_773

I ran your question against my own S&P 500 membership + daily price data, so here is what I actually get. Setup: 106 additions with an exact effective date between 2020-07 and 2026-07. 15 of them have no price series in my file because they later left the index or changed ticker, so I measured 84. One important difference from your setup: my date is the *effective* date from Wikipedia's change table, not the announcement date. The announcement usually lands about a week earlier, so my "before" window straddles it rather than ending at it. On those 84: - median run-up over the 10 sessions before the effective date: **+4.4%** - median return over the next 21 sessions: **+0.06%** raw, and **-0.68%** against the cross-sectional median of the 530 names in my file - 46% beat that median. t on the mean excess is **-0.45**, i.e. indistinguishable from zero. On your specific claim - that names which already ran up see much less additional benefit - my data goes the other way, though not significantly. Split at the median run-up: the half that ran the most (median +12.6% before) did **+0.20%** excess afterwards; the half that ran the least (median -2.0%) did **-1.37%**. Difference +2.48 pp, t = 0.94. The five biggest run-ups and what they did over the following 21 sessions: APP +32.5% -> -14.1%, MRNA +31.7% -> +16.9%, COIN +30.0% -> +11.9%, LITE +26.5% -> +19.8%, HOOD +23.2% -> +5.6%. That spread is the real finding: 12 pp standard deviation on the excess return. At n=84 you cannot tell the post-inclusion drift from zero in either direction, so "what history suggests happens next" is honestly "nothing you can lean on". Not verified: I have no announcement dates, only effective dates, so I cannot reproduce your 1.6% announcement reaction; the 84 are survivors, excluding 15 additions that later left, which biases my numbers upward; and my benchmark is the median of 530 current members, not SPY.

Sensitive-Abroad8880

CRDO BE ORCL SCCO NBIS TTMI TSM LITE TSLA :wow:

BentoMan

I think some AI picks and shovels players  like LITE are way overvalued. Meanwhile recently CIEN other data center connectivity/photonics players which are growing and profitable are just constantly beaten down. I wouldn’t buy them though since fallen out of favor and could continue to dump. Shorting LITE is a fools errand but I might try it

BentoMan

Photonics companies with revenue, profits, and moats ❌ Photonics companies with poor revenue, no profits, and no moats ✅🚀 Looking at you LITE 👀 

mayorolivia

And my LITE bag

Cool-Bath874

Solid sell. It’s kinda my high torque picking along with LITE. Both stocks have produced insane quarterly results, just unfortunate the whole sector is getting smashed right now

Cool-Bath874

Haha I definitely am one of those, had it around $240 ish. I bought quite a lot to bring it down to around $200. Asian session is looking rough, again, thanks to the triple tailwind of DXY/US10Y/oil futures refusing to soar up haha. Just brutal for high beta tech stocks. LITE & COHR are another two I own that I feel are relevant for a major bottleneck in the semi sector but they’re not being given a chance to breathe when US10Y is at literally 4.8%+ 😅

No_Presentation9490

pro tip if you want a less noisy stock to watch for intraday trends on semis, watch LITE and ASML. they trade thin as fuck and its easier to discern hourly trends

Designer-Salt-3119

Maybe me with LITE if they break my SMA…

IvoryTowerResident

i think CPO was a big trend behind of year. Traded some COHR, LITE, AXTI, AAOI but the entire aim sphere is getting dragging. Waiting for better entry

SuperBrazilNuts

I had to hold through the 7% drop on LITE last weekend it was brutal, but I did it

SuperBrazilNuts

But URA, LITE, GOOG, SKHY, DUOL, HTZ lol. That's what it's been recently

SuperBrazilNuts

OK I'm going to stop complaining and actually think about my moves because the casino WILL open soon. 1. I am probably buying IREN and swinging it for a couple days, weeks or until the next earnings. 2. I am probably buying NVDA for the same reason 3. I am watching for LITE to make a doodoo move and heavy scalp it or hold overnight. 4. I am basically buying dum dum stuff that bounces like bouncy ball. I'm probably waiting until Wed, my prediction is tape will be red for a few days. If monday's tape is good, I'm in, but more conservative sizing.

No_Presentation9490

Im watching everything in IGV, everything in memory, mag7s, MELI, LITE, ASML, and recently MRNA although moderna is starting to be really algoslop & choppy in just a week since the explosion lol

thejacka_

Photonics (LITE, QCLS), I would also argue civil engineering companys, like sure we got all this tech. But look outside, nothing really has changed within the past 50 years in terms of streets and stuff. Think ai stop lights, stop signs, improvements in road materials. Also electricity like IREN and HUBB are bound to explode as well

Designer-Salt-3119

After losing almost all of my money I gave life another chance and bought LITE Just when things were going well, it decided to flip against me I have no idea wtf am I doing wrong here This is really painful If I can go back time I wouldn’t be this stock market bs fuck

TreGet234

It will become the next LITE and do a 40x...

Spac55

Too much story telling, once $NVDA CEO told $MRVL will be $1 Trillion, it pumped all optical components like $COHR $LITE $AAOI $GLW etc with many semi in $SMH $QQQ See today $MRVL earnings. Do you feel it’s $1 Trillion earnings hope? Story telling & financials media pump going everywhere.

CosmosMasterMan

Another great day to be a LITE holder :3

iwaseatenbyagrue

Sure, a lot higher than the semis. But companies like MRVL, LITE, etc. are also quite pricey.

CosmosMasterMan

LITE has been crazy volatile all year long, but I'm still up 15%+ presently, definitely buying the next dip, the lasers are charged.

Designer-Salt-3119

LITE just crossed its 100SMA, you know what that means

Designer-Salt-3119

Hear me out LITE and relax for the rest of 2027 and 2028

biggggggibkraccount

I mean I was literally talking about LITE

biggggggibkraccount

Speak for yourself. LITE hovering near ATH

biggggggibkraccount

It’s crazy that barely anyone talks about LITE and everyone’s still on MU and SNDK. Bullish.

vandalizethethief

The trade ends in euphoria, like every insane bull market. It’s already happened to most semis. They are dumping it on retail. In $LAZR ETF it’s supposed to be photonics but the 2nd holding there is a weird Anthropic Special Purpose Vehicle (SPV) that is at a weight of 10%. No footnote or anything explaining why 10% of my money is gone when you could have to struck to the strategy of buy $LITE $COHR $GLW among others AND NO AAOI BC THE SAME SCAM CEO IS STILL THERE AND HE IS RUNNING IT BACK. Oh, and all those Chinese supply companies that also contribute their own products and are undervalued . Hey, even $VZ and $T since they need someone to do the buildout. $VZ is doing it for $GOOG.

vandalizethethief

It’s all going to be moot anyway. We will be using photonic chips shrunk already 10,000x for training & inference for AI. One optical processing unit (OPU) from Neurophos (8 chips) is equal to a 3,000 lb server GPU rack while drawing 100x less power. Light doesn’t generate heat nor does it require the enormous amount of power that transistors do. We are the wall of what is possible with shrinking transistors on silicon. We are stacking them, AMD did chiplets when single chips no longer could keep up and NVDA is investing very heavily into $LITE, $GLW and $COHR bc they know if they surround their shitty power hungry GPUs with photonic components it’ll make it appear like they are making efficiency gains. The only moat is CUDA & Q.ANT (German startup) already has proven in real life AI datacenters that they can work beside GPUs and pull 30x less power while doing certain tasks like inference 50x faster. NVIDIA knows this but I would be investing in all things optical unless NVIDIA has a few tricks up their sleeve. Buy INTC, LITE, COHR and GLW to name a few NOT AAOI. The ETF EUV has a nice balance but I would wait for the 3rd week in September when the great ETF, hedge fund, index fund rebalancing occurs & all those chip stocks get kicked to lower concentrations. Especially considering the money in momentum funds currently like SPMO.

Federal-Watch

NVDA partnerships will prolly pump this week, more than NVDA anyway :kek: Things like LITE, COHR, AMKR, memory :hmmm:

steem99

if you look at NBIS under the hood it's really not as good as its ATH suggests. I like COHR or LITE much more as actual high growth AI plays

steem99

If you're new around here just be aware that if NVDA has really good earnings and solid forward guidance, it will drop for no reason, but everything adjacent to it (LITE, COHR, INTC, MU, etc) will pump

Character-Peace-1097

what's with NOK and LITE

Vivid_Giraffe_208

Taking my LITE down with it

Sea_Career1177

put on COHR, LITE , MU, SNDK, INTC? which one

PxddyWxn

Why buy AAOI when you buy LITE?

HugeFalconMunee

COHR, LITE, BE, AMD, AVGO, VRT, MU, SNDK to name but a few

Wapmen

For some reason LITE is green in the sea of red. But not COHR

dogefool88

Sold LITE 800p 8/18 for decent premium. I don’t want to get assigned. Just want that last semi pump.

Equivalent-Snow3651

25% port $LITE market order filled at 2:58 p.m. Let's go Lumentum!

Ok-Parfait-9856

Volume has been low. Optics stocks have seen volatility (LITE axti aaoi) but honestly buying SOXL at 120 and holding for a few weeks is your best bet imo

playstationjeans

Anyone playing China optical parts ban? BULLISH COHR, LITE, AAOI FABN

Spac55

High speed all going fiber and optical Switch, no more copper That’s LITE, COHR, MRVL , AAOI

AFGummy

If LITE and others have had insane backlogs and blowout quarters, I have to believe MRVL will too but I’m cautious

Spac55

How much net income of $CRM vs $LITE zombie ?

Spac55

$DELL $RDDT $LITE pump dump story

biggggggibkraccount

do you see the LITE yet ?

CosmosMasterMan

LITE is holding above $900 for the weekend? We're all getting sharks with freakin lasers on their freakin heads!

AFGummy

NBIS and LITE making me excited about MRVL earnings. Run up has been subdued. Might double down on calls

Spac55

$LITE if below 900, next stop. 850

SirPanic12

Should’ve switched to LITE or AEHR, MU is fucking sucks

Spac55

$LITE dump dump dump $MU $AMAT $SKHY

Particular-Nose-8932

AMAT, COHR, and LITE all fell off a dang cliff

Spac55

$CSCO $CBRS $SNDK, $COHR, $LITE. Algo scam pump dump, liquidity drying big time $NVDA media appearance may not help when liquidity drying, cash flow negative, more debt load hitting ceiling of spending

AFGummy

August 27. So the run up hasn’t begun yet, but based on LITE and hopefully AMAT, strong potential

AFGummy

MRVL set up is insane. LITE basically gave a preview. 250+ looks good

CosmosMasterMan

LITE is a fun rollercoaster, one day I'm down $110, next day I'm up $150 xD

CosmosMasterMan

I moved upstream of the buildout to avoid picking winners in the datacenter race. ASML, AMAT, LITE, TSM, Siemens.

therealoptimoose

Meanwhile LITE and other 200x PE shit rally 20%

octopus_serenader

Curious why LITE and AAOI ran but COHR getting steamrolled.

drakilian

Who the hell comes on here for plays? I mostly shit on people's dogshit plays, lament my losses and meme My plays were buying 60k worth of NBIS at 205 and 250k of LITE at 839 last night as well as 150k of DRAM and 120k of TQQQ 3 hours ago my plays are tax planning

NebulaBorn6389

Genuinely afraid of what the Koreans are going to do. I’m thinking of selling some LITE and NBIS bc I’m afraid lmaoooo

Ivabiggun2

POST MKT Sell-off has already begun. Too many high flyers today (e.g. LITE)

MyCatChasesSpiders

LITE probably caught a bit of the NBIS and CRWV bounce. TBH, CRWV earnings were ass, but didn't stop it from bouncing nearly 20%. CSCO's drop confuses me as well. They made money well above expectations, gave good guidance, and still dropped. CSCO probably still carrying stigma from the dotcom boom. Either way, markets are irrational. If CSCO drops tomorrow, I'll consider buying.

TheSeeker331

The same logic could be applied to $LITE yesterday but it still pumped insanely after earnings. Similar sectors too. Unless there’s some piece of news about $LITE that caused the difference? And genuinely unsure of why $CSCO dropped. It didn’t really move up before earnings at all.

SirPanic12

LITE is the new MU

Diguojigood

Need to see COHR dump at least 10 percent for the WDC and SNDK post earnings dump to make sense. LITE was supposed to dump, but a pump was already scheduled today, so up LITE went.

isospeedrix

tbf cohr was up 8% on the back of LITE so if u didnt sell ur calls...

SVXYstinks

LITE pamped first, then dumped, then slowly went green once the call started then grinded higher during overnight session. Same thing with AAOI. Just tired of it. Like just hold onto the pump okay?

isospeedrix

i mean LITE was the reverse. completely flat after hours then rocketed overnight and today

Stocks_N_Bondage

Closed today as these calls printed: CRWV • LITE • NBIS • QNT Opened Today Aug 12 - Calls: NAVN • COHR • CBRS • YETI - Puts: AOSL Disclaimer: This not investment advice, it's not a head of lice, and last time I checked, it's not a box of mice.

moneyful

LITE going back to 1000

moneyful

LITE short squeeze 🚀🚀🚀

moneyful

LITE 🚀

Amitriptylinekoning

go go LITE

moneyful

Why is LITE dumping lol

CosmosMasterMan

Holy shit LITE up to 903, go go laser boys

moneyful

LITE go to 1000 please go to 1000 please

Spac55

LITE. 860

JackORoses

24h LITE chart is nutty. If you bought at the bottom just after the earnings announcement yesterday, you're up \~$100/share.

CosmosMasterMan

LITE Lumentum IS CHARGING THEIR LASERRR

moneyful

LITE

isospeedrix

LITE flat all of after hours and now in overnight finally up 6.9%

Diguojigood

LITE didn't get punished for narrowly beating estimates, semi is looking very bullish

Riskismyapellido

LITE earnings call has happened. The implied move 13.7%. Actual move +3%. ONON implied move, 10%, actual was -21%. What the hell is going on? LITE should fly and ONON should have stayed flat wtf

Ill-Ad1603

LITE should be mooning right now.

sanjay_the_gemini

Hey bro I shorted LITE in the morning and went down 1200 on the position then it bounced back and I got out with no profit or loss. Zero change. Ill take that over loss Moved 217K into ENPH. Holding for a swing

Delicious_Stomach278

LITE 900 (Argentinean) Dollars eow

Ill-Ad1603

What the fuck is even up with LITE? price action makes zero sense

AddictivSteel12

why is there no reaction on LITE lmfao

NerdSlamPo

LITE honestly had a pretty good earnings report

Ok-Age-263

LITE just lit my money in fire

isospeedrix

Rip LITE options holders

Ill-Ad1603

LITE should be up +5% lmao what is this?

NebulaBorn6389

LITE just saved the day lmao

Ill-Ad1603

What is LITE doing?