Reddit Posts
5500% gain on $ORCL calls (Acct hit $725k). Rolling the bag into $LITE before Broadcom earnings.
NVIDIA just put $2B into a single optical supplier ($LITE). The AI trade is rotating to the networking layer.
Is it normal for semiconductor and AI infrastructure stocks to 10x in such a short time?
55x on ORCL calls. Trimming and rolling into LITE for the AVGO catalyst.
5,500% GAIN on calls ! Acct sitting at $725k. This doesn't even feel real anymore.
Real portfolio alpha comes from conviction: When that "nice profit" actually turns into a 10-bagger
Sivers Semiconductor AB : Retail investors carry the stock
NVIDIA Q1 Revenue and EPS Beat Expectations Gross Margin Hits 75%, Data Center Revenue Reaches All Time High
Humble 14k gain with LITE after earnings drop recovery
Anyone watching LITE? Is optical communication the next big trend?
$NNE nuclear’s revival and the next bottleneck AI play
The AI bubble is going crazy. Nvidia says it doesn't want to sell to China, but in reality, the Chinese don't want Nvidia anymore...
why i think optic fibers still have more room to run: dd
INDI why i think its 10x company to buy
INDI why this company is now 3x and whi it will be 10x in next 3 years
INDI semiconductor in my opinion is hidden gem
GOOGL earnings April 29: TPU launch and ad recovery point to breakout, or is it already priced in?
3 straight wins! Tesla Inc. breaks 400; Lumentum Holdings Inc. & SanDisk Corporation swings fully captured—profits locked in!
Optical communications — the most overlooked AI trade right now?
Is Photonics just getting started? $LITE and $COHR
Stocks 3x ++ potential in next year
VPG Next bagger Humanoides witg new 63$ target by analist
LITE Stock: Lumentum Orders FULL Through 2028?! AI Demand Is Exploding
After hours moves - bought: USO, short: LITE, CIEN, SNDK, WDC
Okay… LITE kinda caught me off guard today anyone else watching this?
TSEM — The TSMC of AI Photonics. 5-10x potential
TSEM — The TSMC of AI Photonics. 5-10x potential
TSEM — The TSMC of AI Photonics. 5-10x potential
Are we seeing some massive Short Squeeze activity, or not?
My thoughts - AMS-osram for a EU Photonic play and great industrial execution track record
+$12.8k in 2 hours trading shares only. SNDK WDC MU STX LITE COHR
Nvidia to provide 1 gigawat of AI chips, make 'significant investment' in OpenAI rival Thinking Machines Labs
Changes to the S&P 100, S&P 500, S&P MidCap 400, and S&P SmallCap 600 indices are out.
$LITE, $COHR, and $VRT added to S&P 500
Best ideas for AI bottlenecks
Why Co-Packaged Optics and Linear Drive Optics will be the next AI bottleneck
LITE has been on fire 🔥 the last year. One of the top pick and shovel plays for the AI gold rush
$LITE - Optics & photonics are the new memory & storage.
Who will be the biggest beneficiary of the Rubin platform?
The Entire AI Buildout (Google, NVDA, MSFT) Is dependent on this $700m Monopoly - $15 -> $150 PT.
MAX OTM CALL YOLO into AXTI - THE SINGLE Point of Failure of the Entire AI Buildout - A Small $700m Company NOBODY KNOWS
Lumentum Holdings Inc (LITE)
LITE could be one of the best artificial intelligence infrastructure investments in 2026.
Optical Tech Performance - Nov 29 #LITE #CRDO #COHR
Didn’t want to put a WSB-size gamble on it, but anyone else putting a few K on IREN calls before ER tomorrow?
Lumentum $LITEs it up: 200G Lasers, Key Supplier of NVIDIA Optics, and the Exploding Demand for Optical Networking
Lumentum (LITE) develops lasers and optical components for data centers.
Lumentum (LITE) develops lasers and optical components for data centers.
Everybody Walk The Dinosaur - Oracle Turned On Lights To The AI Party
[Discussion] Top 10 Stocks with Growth Potential Amid AI and Policy Tailwinds (Research Sharing)
$NVDA Going forward, we see a favorable setup for NVDA in 2H25 as Blackwell Ultra ramps and networking strength continues (NVLink and Spectrum-X),” the analysts said.
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
NOW when it gets more cheaper. LITE, AAOI, NVTS on a pullback for photonics
Not over until LITE is at 3K
thanks vlad LITECOIN crapto is exactly what i want to see as the first search result when i type LITE
Just the fact that you mentioned Photonics, I’ve found several layers in there that go much deeper than my initial thoughts of “Photonics is LITE.” There’s so much more. Well done!
This is awesome! Thank you! Above a post mentioned Photonics and to be honest, I just thought LITE, but when you do a deep dive into Photonics, the Picks and Shovels have their own picks and shovels. I’d like to do that with some of your suggestions.
Im not sure what valuations ppl are mad about, theyre forecasting 200% yoy revenue growth for semiconductors. You know whats overvalued, AAOI and LITE absolute garbage 150x forward p/e. Meanwhile MU is onlynat 15 forward p/e and will guide a forward p/e of essentially 10 by the quarter end. I already predicted ppl will say " rate hikes, valuations too high, dot com bubble" once the market has made enough gains. Not surprisrs by ppl spreading this over and over again
LITE kind of dragged entire sector down today
Tried to catch a falling knife with LITE and got sliced to shit (bought at -5%, holding a 3% loss). Will see what happens tomorrow. Holding AMD and AMAT from yesterday helped soften the blow.
Show them the LITE chart.
bought TXN today and also a small LITE dip buy
Nvidia is a better bet. Google's only dominant product is in search and it is no longer the best product for most of its old use cases. Nvidia is growing consistently and they aren't even pricing their GPUs half as much as they could because they're still at the growth stage. Their own models are actually quite strong and growing in adoption. If you consider the capex concerns, if Google's capex spend on AI amounts to disappointing returns then that is wasted money. For Nvidia they cannot lose as they are paid for the infrastructure already. Their portfolio is also pretty strong. CoreWeave (CRWV) ~11.0% Nebius Group ~8.3% Intel (INTC) ~4.0% Coherent (COHR) ~4.0% xAI ~4.0% Lumentum (LITE) ~3.7–4.0% OpenAI ~3.5% Anthropic ~3.0% Nokia (NOK) ~2.9% Synopsys (SNPS) ~2.6% Marvell (MRVL) ~2.5% Generate Biomedicines ~0.65%
I mean how much gain are we talking? It’s been extremely obvious that anything data center related was going to hammer into oblivion in the last few years but you’re still not too late. Obvious tickers like MU, SNDK, STX, WDC, LITE, etc are posted all over Reddit. Just buy any of those and you will beat the market over the next year. If you’re referring to people 20xing their money on options, that definitely is not the norm lol but making money in this current market is the easiest it will ever be. Anything data center related = free money. Stop waiting around
LITE just did the thing. Time to go back in
LITE gonna drop for sure lol
Ummm what’s happening to LITE
Ah yes the classic $LITE f u for no reason
Let's pump LITE just because we can
Missed a few in optics / photonics COHR LITE AAOI Some chemical test related chokepoints AXTI NXPI Wafer burn in test AEHR and I think SIMO SIMO also in some kind of memory stage I think NAND
COHR LITE GLW https://finance.yahoo.com/markets/stocks/articles/lite-cohr-glw-stocks-surge-023607279.html
What happened with MRVL? Did everyone trade it for LITE 😆
Tell them GLW is the next LITE leather daddy
[Me 2 weeks ago](https://www.reddit.com/r/stocks/comments/1thhni0/comment/omp7ekh/?screen_view_count=7): "Marvell well on its way to becoming the next LITE" \-1 downvotes, 2 week return of +61%. I bought this in the $70s.
IMHO we are at year 2/15 for this whole AI industry revolution, we are fortunate to be early , NVDA was the leader (I missed it). $MU, $AMD, $AAOI, $MRVL, $VRT, $LITE are all leaders on their own niche! We ar not late , NFA. DYOR! Add more if you are really into AI and Tech and have some logic to back it up. Good luck all!
out of LITE 1000c here 100% in 3 trading days i'll take it 🌝
I would for some free LITE or SNDK
i should've bought more LITE calls
LITE and AAOI damnnnnnn
Let there be fukin LITE!!
selling CCs on LITE hurts
Mainly because it was the cheapest lottery ticket with the best odds 😂. The IV on direct AVGO options and the top-tier opticals is way too hot right now. LITE just felt like the most cost-effective way to park some capital and catch the sympathy rip if AVGO guides higher for AI infra. Just protecting the downside!
The usual shit all the regards in here are balls deep in; COHR, LITE, AAOI, AVGO, LWLG, etc. Shit's all already pumped to high hell, but what isn't. Lines stay green and go up anyways. 🥂
Just off the top of my head, LITE, COHR, AAOI, POET, SIVE, MRVL, TSEM, JBL and many more. All of them are good candidates for picking up on a dip and holding until 2028.
They've all pumped. AAOI, CIEN, CLS, LITE, COHR
CPO and photonic actual volume ramping doesn't happen until late 2027/early 2028. LITE being flat doesn't really mean anything. The play now is to just load up on shares or 2028 leaps and not touch them until then.
CRDO, AVGO, MRVL, CSCO, MTSI, LITE. Future 1t+ stocks. These look to be the next MU and SNDK.
What other strikes and expiration dates would you look for in LITE considering that I currently don’t have as much capital for 900 or 1000 July 17 play?
An 8-bagger is an 8-bagger, man! Doesn't matter if it's a small position, catching that 800% overnight print is the best feeling. Huge congrats on securing the bag. MSFU and ADBU are solid leveraged plays too if this tech rally keeps running. Definitely do your own DD on LITE, but the setup is looking incredibly spicy. Let's get it! 🍻
If you don’t mind answering, why are you betting on a $LITE sympathy move more so than other tickers?
Spot on. Buying shares is definitely the smart and safe play here to avoid the crush. But honestly, I didn't want to tie up that much capital in shares just to catch the earnings move. That's why I'm taking the cheap LITE sympathy bet instead. Fingers crossed the whole sector rips.
What do you think MRVL and LITE do brother?
Nice work! Very small $'s but I bot an ORCL call Thursday before close, sold today after open for 8X. That was quick. Holding ORCX, MSFU, HPQ, ADBU shares. Who knows, maybe one or two will AMD/MU/INTC. Will look at LITE. Thanks for the mention and good luck.
congrats on the orcl run thats a monster. one thing id flag though, rolling that into july LITE 900 and 1000 calls right before AVGO prints is taking a win off one earnings binary and parking it on another. AVGO being the read through for LITE means youre basically long a binary event with a hard date. nothing wrong with it but its a different risk than the slow orcl grind that got you here, its all or nothing on one print. you sizing it so a bad AVGO number doesnt give back the orcl gains?
Spot on. Buying shares is definitely the smart and safe play here to avoid the crush. But honestly, I didn't want to tie up that much capital in shares just to catch the earnings move. That's why I'm taking the cheap LITE sympathy bet instead. Fingers crossed the whole sector rips.
I started building the ORCL position back in early Q2 right around that sub-150 consolidation you mentioned. It was a tough hold at first, but that was the accumulation zone. As for LITE (assuming you meant LITE!), no LEAPS for me. This is strictly a sympathy play for AVGO earnings. I just want to ride the IV (Implied Volatility) expansion leading up to the print and catch the momentum. LEAPS tie up too much capital for a short-term catalyst like this. Get in, secure the bag, and get out.
Well they call it rebalancing but the part I'm aiming at is what stocks they add to SPY in exchange for the ones they kick out of the SPY 500. VRT and LITE were a couple from the March rebalancing that got added to SPY.
Just to add some context on why I didn't just buy AVGO calls directly: AVGO's IV is already starting to pump ahead of earnings. I feel like playing it directly is just asking to get IV crushed if they don't absolutely blow guidance out of the water. I went with LITE because the premiums are still relatively cheap, and if AVGO guides higher for networking/AI infra, LITE will catch the sympathy bid without the massive earnings IV crush. Am I overthinking the IV crush on AVGO, or is playing the sympathy the safer bet here?
these LITE calls ended up feeding generations [https://www.reddit.com/r/wallstreetbets/comments/1tqybpo/comment/oolzc2b/?context=3](https://www.reddit.com/r/wallstreetbets/comments/1tqybpo/comment/oolzc2b/?context=3)
LITE technically analysis $923 is the first “prove-it” level. If LITE can reclaim and hold above that area, the next likely target is the $963-$977 zone, where prior selling emerged. Above that, there is relatively little chart resistance until roughly $1,020-$1,085. Stick with this and it could fly soon. Has been a momentum stock recently
Spamming LITE here because I believe in this shit
So if you bought SNDK,MU,LITE and held on for 700%+ returns...why would you not make huge gains?
LITE falling because of dilution
Love when balloons like LITE and INTC deflate.
Damn LITE COHR are crumbling
For those who missed Jensen's keynote: Tickers to watch for: NBIS, LITE, CRWV, HPE, DELL, SK, Samsung, MU, TSMC, IBM. Obviously a bunch more, but I think these were the few main ones
If you could work your magic on LITE or CRDO I could use a better entry
300x$32 SNDK. Diversified 2/3 at $550 into ENPH, LITE, CIEN, UNH. Bought calls when there were major dips along the way.
The 3 memory companies mentioned, NBIS,CRWV, HPE, DELL, SMCI, LITE are the main ones I really caught
Fucking hell CRDO and LITE has gone up so much but the absolute regards here keep shilling POET all the time.
Everything in that sector has been under pressure, so LITE and AXTI are also down.
these LITE calls will feed generations if not it won't matter because i won't have any future generations to worry about
Decided to sell MU and diversify. Stupidest mistake. Also LITE piece of shit dump everyday for no reason
Anyone want to buy sure thing Puts, just follow my buys.. everything i sold is pumping, everything i bought is tanking LITE META PYPL though it's slightly green NFLX
i like LITE here a lot tbh
LITE looking weak, breaking its 6 month linear support trendline. Could this be a top signal?
No reason for LITE to drop and yet it keep fucking dropping when the rest of the AI sector rallies
I congratulate LITE for being at the forefront of this bubble burst.
LITE calls got absolutely obliterated. Decided to try Robinhood crypto predictions as well, got smoked there too.
Fucking get it together LITE
LITE has turned DARK, what a shitty stock
practically.... VTI otherwise, SNDK, MU, LITE, WDC, STX
Whoa whoa, LITE has gone down in the same time
Require a LITE +$100 day
Also why 660? That’s the par value NVDA will receive LITE strike at in 2027-ish. So I don’t see the stock dropping below that for obvious reasons.
Thesis is strong. I wouldn’t change anything. It’s working well. Ive been executing LITE on both ups and downs. Closed positions: - I made 20% profit on 1000 strike calls that I called out in the thesis at the time I closed (during the run down before ER). Open positions: - during that same run down I opened naked puts at 660 strike for $90 premium each expiring in July - after earnings report during the run up I opened naked calls at 1200 strike for $90 premium each but expiring Augusts Both sets of open positions are 30% profit as of now with the stock being in mid 800s. I intend to continue holding as I want LITE to remain between 590 and 1290 to profit. If LITE hits 1000+ I’ll close some of my puts for 50% profit. If LITE drops to 800 I’ll close some of my calls for 50% profit. I’ll continue to add more in the opposite case Cheers 🍻
anyone know why LITE dumped today? It was a darling in April
LITE is just fucking dogging it now.
Not fucked at all myself. I keep adding positions every dip. Was up 100% to begin with. Apple, Microsoft, Amazon, Google, you name it are all going to need them. They will be the next LITE.