LITE

Locke_____Lamora

Same. Also SNDk and LITE

traderbusto

LITE appears to be the only good nasdaq play left

Spac55

$LITE. Semi. 137 PE

Spac55

When $MRVL, $COHR giving better optical connect, why need $LITE

Spac55

$LITE is $GME or $SMCI ? How much revenue compare to $IBM $META $ORCL or even $MRVL

Junkingfool

$LITE needs to go UP!

IvoryTowerResident

i think the entire sector is cheap. LITE and COHR are down quite a bit since peak. They have good revenue growth and proven record with Nvidia backing. If you are more risk adverse i think those are great bets. AAOI is an american fab so that helps them a bit especially with this admin.

george_alto

Gladly share my experiences since very applicable. I bought LITE and COHR at least 5+ years ago due to Augment Reality (remember Facebook changed it's name to META for the metaverse - yes, deserves a chuckle). I held and held and honestly forgot about them but I was at big losses on them. But I only held because I was heavily investing in other areas and didn't need to sell those to buy other stocks; I had enough cashflow to keep investing in other areas. Fast forward to mid last year and the AI trade went beyond Mag 7 and NVDIA and the chip stocks exploded including Fiber / Laser companies which is what LITE and COHR are. Those stocks are still in my portfolio up over 1000% right now and were up way more a few weeks back but have cooled off somewhat. My point on my experience is to sell if you need the money for something else where you believe the returns will be better than holding. But if they are good companies and you do not need the money at the moment, hold and who knows! But besides those two I have other stocks that I know are not going to come back and I'm still holding for two reasons. Some are dividend paying so I'll keep collecting the dividend until it doesn't make sense anymore. The others I'll sell towards the end of year, assuming things didn't turn around for them, for tax purposes and use those loses as offsets to the realized gains I have for the year. But it will be strategically based on my realized gains, I'll sell enough to offset those gains and hold on to others that I don't need for the offset. That's why I wait until end of year when I know what the realized gains are going to be.

Phantom400

LITE should just buy AAOI

Costanza_Travelling

> even though there hasn’t been any material sector related bad news - nothing that would indicate a slowdown Tons of negative news out, with the entire Ai infrastructure collapsing in a bear market: It started with FN (which is upstream of photonics), LITE (photonics followed), memory followed suit (MU, SNDK, WDC, STX), agentic CPUs had their 5 min of fame, before dumping... MU dumped on the news that Chinese companies are taking over People are rotating into the next bottleneck: actual use of Ai: software, robotics, ...

TreGet234

I'm gonna wait for a real market crash to pile more into photonics. I have a bit now and that's good enough. The idea is that they will grow to the size of LITE over years, not months.

Phantom400

Data centers need LITE but LITE is being lazy

platinumfunds

Full out of LITE shorts

Jupiter168

\*\*LITE\*\*👀

platinumfunds

Who caught those BTC/MSTR and LITE shorts

platinumfunds

Short MSTR Short LITE

Final_Ad9418

I’m only in LITE and i won’t bet against Jensen but you do gou

CD274

Yeah it's insane it was down 39 percent wtf I guess I feel better about my LITE

CD274

Oh it's way down like way way more down than LITE and COHR was so this is just a halfway recovery so far. It might be tbh

vandalizethethief

Micron makes memory, a traditionally cyclical commodity and no amount of AI hype will change that. They have no moat since memory is standardized and are 3rd in market share for DRAM & NAND behind Samsung and SK Hynix. SK Hynix holds a market dominant position in HBMM at 60% and just began trading ADRs on the NASDAQ. The best way to think about Micron as someone who has experienced these cycles before as a shareholder is they along with fiber optic component producers like $LITE are the last to know when the big boys are done buying. When prices are out of control, you'll hear the biggest buyers like Apple start making noise about using Chinese memory in products to negotiate and they will start being subjugated to lawsuits regarding price fixing which is definitely occurring at the low end (non-AI) related memory. It's a tough business that requires balancing spend on CAPEX vs. market pricing and trends 3-5 years out. The easiest way to trade the cycle is to buy when earnings are either negative or barely positive. A rule of thumb is to begin buying when the P/S approaches 1 or 2 as they clear out excess inventory. The sell signal is when the FP/E falls below 5 and gross margins are maxed out. Micron achieved 86% gross margins last quarter. For a piece of hardware you can't really improve on that number so how do earnings go up, you sell more high margin AI HBMM? Unlikely, due to the fact that both Tesla and META are renting out their compute indicating there is already excess in the market. I mean does anyone even know the name of META's AI? For coding tools it's Muse Spark. Household name, right?

GenevaMin

I have bought so many AI hype stocks in April/May. But I couldn’t hold it. Including AXTI LITE MRVL COHR AEHR ANET AMAT ALAB AMD and decided I shouldn’t buy stocks, I should buy ETFs instead

platinumfunds

Nah I closed, it all depended on the monday daily candle. I've embraced the bears for the week. Full porting LITE shorts.

platinumfunds

Nah I closed, it all depended on the monday daily candle. I've embraced the bears for the week. Full porting LITZ for LITE shorts.

Junkingfool

$LITE bitches

Ok-Nose29

$LITE!

Ok-Nose29

$LITE I think it's done profit taking?

triezPugHater

Not a bad one to pickup as well as LITE CIEN etc

pingoo26

[LITE earnings play](https://imgur.com/6uxefta)

Crazy_Donkies

Just buy CRDO and ANET for high-speed copper, a mini ETF of ALAB, MRVL, AVGO, COHR, or LITE for CPO/laser. When you see a CPO/laser stock run reallocate to the runners. I'm thinking networking will take off based as data center builds get to the point of buildout and next gen NVDA, TPU, and Meta chips get installed.

handrentskil

LITE Pullback over

ryan1826

LITE 📈🙌

Junkingfool

$LITE Bitches....

ElkQuiet1541

anyone buying the dip on LITE?

Crazy_Donkies

High speed networking. CPO: LITE, ALAB, COHR, MRVL, AVGO High Speed Copper: CRDO and ANET and above. I'm in all, big. Especially CRDO.

CD274

Fidelity SEC filing just reported two huge stakes in COHR and LITE 🤔 end June

Junkingfool

Ok..officially deeply concerned about my $LITE holding. Fuck!

nordik1

so that’s why LITE crashed

Liquidsnake959

Is LITE on sale or stay away?

Ok_Strawberry_2487

Asia Retail has driven alot of the spikes in alot of the names. Look at the optics names. People seem to have forgotten about COHR and LITE ... I have SNDK puts at 1000/1100/1200 (sold 3 contracts each today).

Infinite-Anybody204

I started averaging down LITE at 900👍

ElkQuiet1541

LITE only one worth buying... but it doesnt stop the bleeding

Junkingfool

$LITE is indeed heavy right now for me...

CD274

Hell LITE is flailing

Redwolf97ff

Is there anybody else here who has LITE calls shitting the bed?

Final_Ad9418

LITE is really burning me damn

nordik1

what is this dumping bullshit again on WDC LITE AAOI? market pumps for 4 mins then sells? wtf is that

Redwolf97ff

What’s happening with LITE?

TreGet234

Fullport SIVE, LITE, AAOI Probably some others

RolledForCredit

Anyone buying the dip on LITE or other optical names?

TreGet234

Yeah i just blindly trust leopold on this. There are lots of miners-turned-data center, no clue why leopold likes this one in particular. Sive should be available on otc market? As SIVEF With sive i'm blindly trusting serenity on x. But all the beaten down semi stocks in that space are probably a good buy. I don't like the questionable pe ratios of the smaller players though, but the big ones like LITE should be plenty profitable already.

Junkingfool

I'm doing my part! Leveraged to the balls in $LITE on this dip

Any_Influence_8305

Why didn't anyone tell me to invest in LITE a year ago, rude as fuck

Crazy_Donkies

No. Just smart. BTC went from $126k to $60k from October 2025 to today. During this period of time NVDA went from $184 to $196. During this time AMD has 2x'd. LITE has 5x or more.

jvaritek33c

yeah fair point on the integration, infinera gave nokia an actual InP fab in sunnyvale cranking out PICs (lasers + modulators + detectors on one chip), so they are more vertically integrated than COHR/LITE who mostly sell components. that part's legit and a good callout but "hasn't had its run" is where i gotta push back. NOK is already up \~140% this year, like $6.50 to almost $16 in may. and it ran for the exact same reason, nvidia dropped $1B into it back in october at $6.01 a share. it already got the nvidia stamp, the pop happened the real problem imo is nokia is huge and does a million things, mobile networks, fixed, cloud, optical. the infinera/InP piece is a tiny sliver of total revenue. so even if photonics goes parabolic it barely moves the whole company. you're basically buying a slow diversified telecom that happens to own a great fab. cool fab, super diluted bet so honestly nokia might be the worst of both worlds here, already ran AND the photonics is buried inside the giant. infinera as a standalone wouldve been the play but nokia already ate it in feb 2025

george_alto

He's talking about NOKIA and it hasn't had it's run yet so I think he's onto something. You're right COHR, LITE, AAOI, and other have had their run with more to go because of this optical infrastructure play. But NOKIA is positioned to be able to supply single InP chips that fold lasers, modulators, and detectors into one solid piece whereas COHR, LITE, and others supply the individual components. I'll have to dig deeper into NOKIA but sounds promising.

jvaritek33c

honestly you're not wrong about the direction, just late. the thing you're describing is co-packaged optics / silicon photonics (moving data between GPUs with light instead of copper). real bottleneck, real thesis problem is the market already ran it. nvidia dropped \~$4B into Lumentum (LITE) and Coherent (COHR) back in march, both up like 100%+ this year, both got added to the S&P. not exactly a hidden gem anymore also gotta say it... "household name that sold everything and went all in, won't say the name yet" is kinda how every pump n dump post starts lol. whatever it is just look at the 1yr chart before you assume you're early. it probably already mooned with the rest of the optics names the actually interesting part of your post is indium phosphide. THATS the chokepoint, china controls like 70% of indium and put export controls on it, wafer prices spiked \~250%. that's the closest thing to the memory shortage setup. but it already hit the news + china keeps easing it in batches, and the only smallish US substrate play is AXT (AXTI) which is tiny and whippy ***tldr*** you're thinking about it the right way but by the time a bottleneck is this easy to explain on reddit it's usually already priced in. naming the bottleneck isn't the edge, finding the part that hasn't run is. and in optics that ship mostly sailed early this year

JeanChretieninSpirit

There aren't apples to apples products, but this is legacy cable business that will still be needed. LITE, COHERENT, and MRVL are ones building the COS packages. But what the OP wrote was outright bullshit, hence the pussy deleted everything. Legacy fiber will still be needed other parts of the data center stack.

Unique-Helicopter955

AAOI is clearly not the strongest photonics play by that description. I can’t apply forward multiples anywhere near LITE and COHR because AAOI merely provides the components for CPO rather than offering it themselves. You mentioned two things: transceivers business and lasers. Transceivers are disrupted and their lasers are sellable only if LITE and COHR are sold out of CPO. That’s not a convincing investment for me.

awesomecooper

AAOI management confirmed $471M/month in revenue by mid-2027. This doesn’t even include laser revenue. LITE currently trades at 10-13x forward PS. Apply even half that multiple to AAOI’s annualized run rate and you’re looking at a market cap that puts the stock well north of $500. Execution = 5X in 12 months

Unique-Helicopter955

I’m well aware of this. LITE and COHR make lasers too. Why would anyone buy lasers from AAOI when LITE and COHR offer CPO. AAOI’s best answer is NPO.

Junkingfool

$LITE!

Junkingfool

Everyone forgot about $LITE... i am here to remind you.

Routine_Shine5808

In your view the winner is either AAOI or COHR/LITE

Unique-Helicopter955

Exactly, the goal here with co-packaged photonics is to reduce copper travel and improve tokens per watt. AAOI is trying to answer with NPO, but that’s still less efficient and a bet that CPO won’t work. It’s being out-innovated and out-funded. They’re having to rely on significant dilution to scale their manufacturing of a disrupted technology. The best they have is the InP laser demand they can exploit. But with CPO, why would anyone, other than PET for example, need to use their lasers? LITE and COHR are global leaders here lol

dayvieee

Damn was looking at LITE calls an hour ago might be too late now

IvoryTowerResident

need them to spend more on LITE i just bought some today

patmccock86

If you ignore MU, the AI/Leopold trade has been dogshit for weeks now. Look at the performance of AAOI XE WDC LITE IREN CRWV NBIS etc.

Junkingfool

Need a pop on LITE... shit has to go up soon

IvoryTowerResident

this is how i felt about LITE at end of last year. Almost tripled since. Ppl felt that way when SNDK was 1000, look at it now. Buying into momentum has paid way more than catching falling knives like MSFT

TreGet234

LITE rolling over. Market literally only wants memory and storage.

IcelandGalaxy

Look into LITE as well. Been hearing good things, but it's expensive rn to even buy.

blkveil

I’d like to get into SPCX but not above $100. I’m taking the sidelines on this and hoping there’s a correction that closely matches Morningstar’s fair value price. Maybe 50% drop in 6-9 months? RKLB seems like a good alternative in the interim. As for some of the other names here, I took a more broader approach taking SOXQ, FLKR for some exposure to these companies and a small position in LITE as well. I’m trying to figure out what else to buy.

IvoryTowerResident

i like the CPO stuff, they been taking a beating, AAOI LITE

issurvey

Sold a LITE put into strength and I am glad that I bought a protective put right before close to save my profits.

CD274

I sold all of my LITE. Keeps trending down with lots of volatility

livingunique

Picked up some LITE and COHR today as long-term plays PICs are the future

gclary

They corrected 10% last week, this is continuation. I loaded all those calls Thursday, they shook me out of my LITE, but I held onto AAOI and AXTI and made bank today. Prob give it all back in the morning if I'm not careful.

Cool_Guy_McFly

Photonics stocks all ripped today for no particular reason. Maybe institutions preparing to rotate in after MU earnings. Either way I’m balls deep in AXTI and CIEN. Small position in LITE.

gclary

Sold my Lite down 800 this AM, but made 2k on AAOI, and 1k on AXTI so it worked out in the end. Paper handed that LITE call though.

_3470

what happened in photonics? saw my port was green somehow and saw LITE and COHR popped off

nordik1

LITE ripping

Hour-Bag-8426

LITE is lit!

pineapplekiwipen

LITE red to green dildo 👀

nordik1

wtf is going on with LITE? should be $1000+

CD274

Me too but LITE All the fiber optics are playing musical chairs

makeammends

Marvell is almost like AVGO, LITE and CRDO all in one. A great hold and with a lot of momentum still on the way.

Axonum

LITE 6/18 1000c MU 6/18 1100c Thoughts on these?

Scary-Bobcat-9444

calls on LITE might be a good choice

isospeedrix

I wouldn’t bet on an insane spike but I expect a modest run similar to LITE and COHR who joined in march . I don’t expect it to crash like HOOD did (damit hood, so sad)

fzrox

DRAM/LITE/CRWV all fire sales

fzrox

Lasers save the day! LITE and AAOI saving my port again.

sciguyx

thats the second large tech company in 2 weeks to raise money for data center. That is combined 120billion between them and google. Not including Microsoft, Amazon, Meta, hyperscalers, etc. Semi hardware is on sale right now, you're going to feel like a dumbass if you miss out. Specifically $LITE, $MRVL, $INTC, $NVDA, $AVGO, $MU $SNDK $WDC ton others that I'm missing but for real they are telling you they are raising Capex. That money is going to companies.

MushroomStunning3947

this stock moves so retarded. I bought a few jan 27 50 calls. I'm not sure if the orders appear in the 26 revenue yet or FY27. It was kinda mixed information in the companys call regarding this dilution. They will start to ship CPO-switches eoy26 (announced at Computex) same as AAOI, LITE, COHR etc. I'm hoping next ER is good and raise next years guidance and expect to have margins going up.

posts_saver

LITE to moon

pineapplekiwipen

rode LITE back from 800 to 850 and i'm ready to do it again if it dips

posts_saver

LITE moon

_3470

what photonic stocks you got? I’m in COHR, LITE, CIEN, NOK, MRVL, and CSCO.

GlobalImportance5295

> Microsoft, Google, Amazon, and Meta. thats what i thought actually, glad we're on the same page. it was the same during the last optoelectronics consolidation. wish i kept my $LITE shares

Yee4614

I think part of the reason was a report at Compux or whatever it's called report saying 800V and CPO were delayed. You saw the light stocks (MRVL, LITE, AAIO, COHR) hit the hardest. I assume the 800V stocks too but I don't watch them. On top of that, we are in a massively hot market so it makes sense there would be some short-term pull backs with spaceX and potential rate hikes in the near future.

nordik1

let there be LITE