To The Moon

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Straits Times Index

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Straits Times Index

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3.92K

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05-06

⚡ Lumentum (LITE) FY2026 Q3 Earnings: The "Optical Engine" of AI

$Lumentum(LITE)$ is transitioning from a cyclical telecom component maker to a high-margin, vertically integrated systems provider for the AI "Giga-factory" era. 1. 📊 Financial Scorecard: Growth & Efficiency Revenue: $808.4M (+90.1% YoY) — Record quarter. Non-GAAP EPS: $2.37 (Beat consensus of $2.26). Operating Margin: 32.2% (Up from ~11% last year). This 2,140 bps expansion signals extreme operating leverage—profits are growing much faster than revenue. Q4 Guidance: Explosive outlook of $960M–$1.01B revenue. 2. 🤝 The "Nvidia Factor" & War Chest Lumentum’s balance sheet was transformed this quarter by a $2 billion strategic investment from Nvidia. Cash Position: Increased to $3.17B. The Moat: Nvidia isn't just a customer; they are a partne

⚡ Lumentum (LITE) FY2026 Q3 Earnings: The "Optical Engine" of AI

# LITE & AAOI Explode on Optical Demand: Is CPO "Final Boss" of AI Race?

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967

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3.56K

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05-05

$NVIDIA(NVDA)$ Looking forward it's flying later! Can't wait to see where will it fly to! $Alphabet(GOOG)$ same this flyigg by share! Keep flying since last month! Gogogo!

$NVIDIA(NVDA)$ Looking forward it's flying later! Can't wait to see where will it fly to! $Alphabet(GOOG)$ same this flyigg by share! Keep flying s...

# Winning Trades

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712

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1.73K

Investing Mushroom

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05-05

$英特尔(INTC)$ $半导体指数ETF-HOLDRs(SMH)$ $iShares费城交易所半导体ETF(SOXX)$ Not much but enough to upgrade my old desktop. Thank you Intel.

$英特尔(INTC)$ $半导体指数ETF-HOLDRs(SMH)$ $iShares费城交易所半导体ETF(SOXX)$ Not much but enough to upgrade my old desktop. Thank you Intel.

# Winning Trades

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389

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1.97K

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05-05

$INTC 20270319 60.0 CALL$ Hard to predict how far it can go, can only move up the SL and make sure not return everything...

$INTC 20270319 60.0 CALL$ Hard to predict how far it can go, can only move up the SL and make sure not return everything...

# Winning Trades

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267

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1.26K

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05-05

$Micron Technology(MU)$ alot of room to grow

$Micron Technology(MU)$ alot of room to grow

# Winning Trades

Comment

171

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1.05K

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05-05

$Lemonade, Inc.(LMND)$ short pull back longest dca and hold

$Lemonade, Inc.(LMND)$ short pull back longest dca and hold

# Winning Trades

Comment

126

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4.37K

·

05-05

$LITE 20260508 945.0 PUT$ 3 More days to go for another 170k .. wait patiently ... if earning boom tonight ... tomorrow will be great ...

$LITE 20260508 945.0 PUT$ 3 More days to go for another 170k .. wait patiently ... if earning boom tonight ... tomorrow will be great ...

# Winning Trades

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93

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1.42K

·

05-05

$Direxion Daily TSLA Bull 2X Shares(TSLL)$ $Tesla Motors(TSLA)$ Made this trade using Cash Boost Account (CBA) @Tiger_Contra @CashBoost @Tiger_CashBoostAccount @TigerStars Support / Resistance 📈📉: Support: $394-396, $387, $380, $375 Resistance: $402, $408 (?), $414.5 Outlook 📝: TSLA opened above $394-396 during today's market session, thus may be able to see more short term upside movement towards $402. If TSLA managed to break and hold $40

$Direxion Daily TSLA Bull 2X Shares(TSLL)$ $Tesla Motors(TSLA)$ Made this trade using Cash Boost Account (CBA) @Tiger_Contra @CashBoost @Tiger_Cash...

# Winning Trades

TOPHRHRHRHR: wow.. ur CBA limit must be v high

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2.10K

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05-05

$ASML 20260821 1400.0 CALL$ A quick 2 days turnaround trade with ASML. Yesterday ASML pulled back about 2%. Took the opportunity to get in a call position hoping for a rebound. And a rebound it did, today. Close with small profits. 🍀

$ASML 20260821 1400.0 CALL$ A quick 2 days turnaround trade with ASML. Yesterday ASML pulled back about 2%. Took the opportunity to get in a call p...

# Winning Trades

TOPSandyboy: Good. My call went against me 🥲

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46

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956

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05-05

$COHR 20260508 320.0 PUT$ move like tortoise [Spurting]

$COHR 20260508 320.0 PUT$ move like tortoise [Spurting]

# Winning Trades

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27

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1.04K

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05-05

$Micron Technology(MU)$ slowly but surely [DOGE]

$Micron Technology(MU)$ slowly but surely [DOGE]

# Winning Trades

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20

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1.15K

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05-05

$OCBC Bank(O39.SI)$ good to buy more or trying buying DBS as it may go upside?

$OCBC Bank(O39.SI)$ good to buy more or trying buying DBS as it may go upside?

# Winning Trades

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18

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1.33K

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05-05

$Apple(AAPL)$ doing well. I trying to buy more but however dun know isnt a right move to do that. Let see this few days how it goes.

$Apple(AAPL)$ doing well. I trying to buy more but however dun know isnt a right move to do that. Let see this few days how it goes.

# Winning Trades

Comment

15

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1.23K

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05-05

$SOXL 20260515 145.0 CALL$ looks about rightsssssss

$SOXL 20260515 145.0 CALL$ looks about rightsssssss

# Winning Trades

Comment

15

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1.90K

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05-06

$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ share split next?

$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ share split next?

# Winning Trades

TOPezlink1989: ccb this mysteryboi is fkin sick. Singapore Warren buffet.

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24

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892

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05-06

$MU 20260717 700.0 CALL$ share for coins. Does it have more runway to go?

$MU 20260717 700.0 CALL$ share for coins. Does it have more runway to go?

# Winning Trades

Comment

13

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6.23K

·

05-06

$Advanced Micro Devices(AMD)$ AMD GO GO GO TO THE MOON 🌙!!!

$Advanced Micro Devices(AMD)$ AMD GO GO GO TO THE MOON 🌙!!!

# Winning Trades

3

44

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894

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05-06

$Intel(INTC)$ Intel go go go to the moon!!!

$Intel(INTC)$ Intel go go go to the moon!!!

# Winning Trades

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20

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1.32K

·

05-06

$ASML 20260508 1550.0 CALL$ Regular weekly to bi weekly covered calls on ASML. While it's exhilarating to get lucky on a company and make a neat profit on bullish news, the need for consistency and regularity of income is a huge boon regardless. Hedged both ways, capital gains, and cashing out on dips is simple, reproducible and fuss free.

$ASML 20260508 1550.0 CALL$ Regular weekly to bi weekly covered calls on ASML. While it's exhilarating to get lucky on a company and make a neat pr...

# Winning Trades

TOPAndrewWalker: Covered calls on ASML sounds solid for steady income.

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1.91K

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05-06

$PLTR 20260515 155.0 CALL$ More regular farming on one of my holds. The premium isn't great but I managed to snag PLTR in the early days (9-20$ range) so multiple lots can be covered on options. Pure luck, I wouldn't say there was much skill involved here. Just farming income from lucky timing in 2023.

$PLTR 20260515 155.0 CALL$ More regular farming on one of my holds. The premium isn't great but I managed to snag PLTR in the early days (9-20$ ran...

# Winning Trades

TOPLisaEffie: Nice timing! Still holding my PLTR shares too.

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19

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Most Discussed

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