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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
POET is partnered with LITE
Little late if buying LITE at these levels, stock is up like 2000% in a year
I bought LITE when it was $66.....and I have NVIDIA ($68) as well. I would not take anything for either one of those stocks right now.
Photonics absolutely RIPPING in after hours. POET AAOI COHR LITE All up 10-20% in after hours after 10-20% moves today. Light is the new copper.
ETN, ALAB, APH, COHR, LITE, MRVL. I had one more but dumped it when it was down too much. For some reason I'm holding ALAB.
Printed for me today. LITE COHR and others.
Optical is the new memory… AAOI, COHR, LITE, and fiber GLW… thank me later
Feels good new ATH for COHR and LITE
HOOD.... LITE, COHR. Say them fast and it sounds like a Star Wars character.
LITE should be trading at $1000 level this year easy. Another catalyst coming March 17 when they host investor briefing in LA.
POET is up more than LITE today
Happy to see $COHR and $LITE getting the Nvidia handjob today
POET LITE COHR AAOI All ripping. Photonics is the buzzword for 2026.
Nvidia is investing $2B in Lumentum. Holy cow. $LITE is going to $1000 level this year easy.
I thought AAOI was done after its 50% pop Friday. Up another 30% pre-market Meanwhile NVIDIA announced $2B investments each into COHR and LITE. They’re each up like 7%. Investments into optics for AI infrastructure continues to go hyperbolic
Aha That's why it's up today Both LITE and COHR are used by all of the 5 tech giants, will be interesting to see how they do
Me too! Wish I put more into LITE, but I built myself a little etf of networking and power bottleneck stocks and spread it around.
Photonics is going crazy right now. AAOI, LITE, COHR. POET is due for a run back to 9-10 soon.
I flipped from -10% End of Jan to +45% YTD End of Feb, just by rotating to photonics stock AAOI LITE COHR AXTI these tickers are monster Rallying +5%-20% each in a bloodbath market, every, single, day.
PEG is 0.49 now and next year is 1.45 suggests Earnings is growing than stock price. Also I think a potential short squeeze is at play, sending stocks higher. 800-900+ IMO LITE has 3 forces at play, value, squeeze and momentum, working together.
I can't believe more people aren't talking about LITE.
if i had bought LITE when we talked about it on 2/6 i'd be up \~22% right now. lol.
Damn even LITE got dragged into this, down 6% still up 13% for the week Def buy this dip
Just got in $LITE insane growth looks like sndk
$LITE was the same for me - only mistake I did is buying 10 shares 😭
NVDA is flat over the last week and month? Every single tech company has tanked on good earnings. Now the overvalued companies are consumer staples or data center build out suppliers (think CAT, MU, LITE)
LITE but bags are heavy. Palms sweaty. Mom’s spaghetti.
LITE is still up AH. I have that going for me.
Nvidia is great....but LITE is exploding
Good question, I’m riding LITE to the moon tho so hopefully they don’t stop buying
bad tech got slaughtered. Good tech is mooning, MU, COHR, LITE
I don’t think this is binary, I think LITE and COHR have proven that this is a larger cycle (CPO, photonics) that has momentum and LWLG is a small cap company with good leadership and legitimate product. It’s a no brainer
We will see LITE-level movement from this company this year
LITE u moron. Up 900% this year while ur dumbass was typing in reddit threads🫵😂
I’ve been bullish as fuck on photonics but this chart on LITE may be getting a little too crazy
If $LITE keeps moving like this I might get out of 7 figure hell
LITE up another 8%, +124% in the last month.
I sold LITE at $65 in 2024
Sorry for late reply, but LITE is the clear standout (although obv the stock price has mooned)
COHR and LITE make me horny
Does nobody here trade LITE? It’s casually been absolutely ripping through ATH’s for a while now and I never see it mentioned.
I want to thank SNDK, NBIS, and almost LITE for giving me some green in my portfolio.
For all the "AI bubble" stories out there, LITE is still way up and still climbing. COHR is also doing fine. Is there some non-AI capex out there that's going to use a shitload of photonics?
What ancillary stocks do you see up and coming in AI? Tempus seems to be trending, but all other AI companies seem to be lagging. Why is LITE skyrocketing on the daily while NVIDIA, which LITE uses is so volatile?
$LITE has a PE of 200+ Am I regarded for wanting to short this?
Sandisk, GE VerNova, LITE, NVDA has entered the chat.
I mean, follow the money. Money seems to be coming and going quick in MSFT. Where’s that money heading? Seems like the money trail leads to NVDA, VRT, LITE, MU, SNDK, GEV, and even CAT and DE.
Oh yeah. With you on LITE aswell.
“All of Korea” makes it sounds way bigger than it is. Its market cap is like 10 Billion. LITE has 50 Billion market cap
Not impressive LITE is up 700% in 6 months
So I got a margin account, but there's something I don't understand. I've entered for example a credit spead on LITE. Sell strike 640 Buy strike 630 When I select my limit price I see "credit" but I see - 4.80 for example. Credit means I'm getting paid right? But why is it negative? On the confirmation window I also see -480 USD. Have you manage to find where to select your price for each leg?
Lumentum $LITE is cheap IMO. 268% EPS growth this year, 85% expected next year. PEG ratio of 0.45 suggests stock is cheap relative to its growth rate. $LITE optical components are driven by AI/Cloud data centers.
If i full ported LITE last year I could’ve retired Hindsight is 20/20
COHR & LITE. POET if you wanna speculate.
LITE has had an insane run surprised it doesn’t get all that much attention around here
LITE to 650 by 2/20 was such a lock. !banbet
Space lasers for real haha check out LITE [62% ytd] and LASR [43% ytd]
!banbet LITE 650 EOD tomorrow
The conversation is about the overreaction over AI worries, nobody is contracting you. There are better performers than MU even, but the picture of how the market has been behaving over the past few weeks hasn’t changed. LITE is up 700% more than double MU performance even. There was plenty of multi baggers in 2008, but the market overall was ugly
Wtf is Lumentum (LITE), wtf is that 1 year chart, and why did no one here tell me about it
Yes $LITE is over $600.
> copper wire Nah, it's gonna be optical wires and laser I/O switches. Copper heats up, and there's already a shortage. Hyperscalers aren't going to wait around for the copper situation to unfuck itself. Optic wires transfer more data for less heat. The former is already a good reason to switch over, and the latter is going to be an additional selling point. $LITE
" Normally something in the mag 7 would be a "safe bet"" Too many people act as if Mag 7 are the new staples but also still a growth story. In the early 2025 downturn, META lost about 33% in a little over a month. Amazon and Apple lost about 25%. The MAGS etf is -6.5% YTD. There are plenty of things that are actually performing well, like basic materials (XLB +15% ytd), industrials (XLI +10.25%) and energy (xle +19%), but this sub doesn't talk about those things. This sub doesn't even talk about much variety of tech names beyond Mag 7, while things like LITE are +45% YTD. "Where the mega caps are spending" has been a better playbook than Mag 7 for 2-3 years now and with capex ramping higher, that's been even more the case this year. "If getting out of the mag 7," It's not that people have to dump the Mag 7 entirely, but the sort of "collect em all" view on the group became much of the playbook for a lot of people on here and then most of the discussion on here especially for the last couple years despite the fact that some of the Mag 7 have been underperforming for a while. People should pick their one or two best ideas.
Is LUMN a good optics company to buy? There are many optics companies in this sector (GLW CIEN NOK LITE etc) so I'm not sure what their MOAT is
Dumbest move of the century was me buying LITE at $150 and selling at $165
You realize COHR and LITE are already up 500% or something like that?
Good thoughts, OP. I've been in both LITE & COHR over the last couple of months due to having similar thoughts. I, however, have sold out of my LITE @$505 & a portion of my COHR. I have done this not because a further bottleneck might occur in optics, but because the AI spend overall might be nearing a peak. Meta, Microsoft, Amazon & Google are spending a combined $660 Billion this year on AI spending alone, and I believe this level of spending is nearing a point of no return the market cannot ignore. If the market has to push back on the spend due to AI ROI not coming through.. maybe as soon as next Quarter.. then one of the hyperscalers may slow spending due to a free-falling stock price. If this occurs, then the rising stock prices for optics companies due to potential supply bottlenecks will reverse to cratering stock prices due to a market-perceived supply glut.
I still like LITE and more generally AI infrastructure companies. The capacity buildout is still early-cycle.
I sell at the wrong time. Once I sell the stock inexplicably climbs higher. NVDA, LITE, CIEN, NXT. Meanwhile I keep so many others waiting for a rally that doesn’t come.
LITE is only up 1,000% over the past year. A real hidden gem.
LITE and AIXXF. Next NVDA & AMSL
#TLDR --- Ticker: LITE & AIXXF Direction: Up Prognosis: Long shares. Copper cabling hits physics limits at high speeds; AI clusters need Co-Packaged Optics. Buy Lumentum for the lasers and Aixtron for the machines that make the lasers. Constraint: Physics Vibe Check: It’s lasers, bitch.
I feel like I've never heard LITE mentioned here. Lumentum has been on a fuckin tear for the past year and I've been holding since the covid crash
#LITE 700 before SNDK, book it
I think CIEN has the best moat, wouldn't be surprised seeing it go to 500-600 in the next 3 months, optical (CIEN, GLW, LITE) is the next memory (MU, SNDK, WDC)
#TLDR --- Ticker: LITE, AIXXF Direction: Up Prognosis: Long shares (Infrastructure > SaaS) SaaS Status: Cooked Physics Lesson: Copper cables are dead, lasers go brrr
MAG7 is trending down; only AAPL looks sweet for a short term, rest of them on a downward trajectory. 1. MU and STRL has strong uptrend. 2. LITE, BE, ASML, TSEM in buy zone. 3. GLD as a bet if things go bad.
COHR & LITE The biggest limitations of data centres are power & heat. Photonics helps significantly on both points.
If you full ported in $LITE at the start of the year you would be up 48% already
why do you dumb fucks still trade mu sndk ive been saying for the last few weeks its all about LITE
its been optics like LITE and ciena recently
sold my LITE way too early couldve doubled my port
LITE just goes up every day.
Omg I didn’t noticed this company besides the Irene Nbis hut. LITE looks better but Jesus the run up is so hard to buy