High-Quality Names Hold Trend: AMAT, LRCX, CAT Show Resilience

jfsrevg
04-09

22 liquid leaders above key SMAs, closing strong with no signs of profit-taking today

$Linde PLC(LIN)$ – Specialty Chemicals

$Intel(INTC)$ – Semiconductors

$Marvell Technology(MRVL)$ – Semiconductors

$Analog Devices(ADI)$ – Semiconductors

$Texas Instruments(TXN)$ – Semiconductors

$Teradyne(TER)$ – Semiconductor Equipment

$Applied Materials(AMAT)$ – Semiconductor Equipment

$Lam Research(LRCX)$ – Semiconductor Equipment

$COHERENT(COHR)$ – Scientific Instruments

$SLB Ltd(SLB)$ – Oil & Gas Equipment

$Caterpillar(CAT)$ – Heavy Machinery

$Corning(GLW)$ – Electronic Components

$Vertiv Holdings LLC(VRT)$ – Electrical Equipment

$Merck(MRK)$ – Drug Manufacturers

$Wal-Mart(WMT)$ – Discount Stores

$Western Digital(WDC)$ – Computer Hardware

$Arista Networks(ANET)$ – Computer Hardware

$Cisco(CSCO)$ – Communication Equipment

$Lumentum(LITE)$ – Communication Equipment

$Ciena(CIEN)$ – Communication Equipment

$Nokia Oyj(NOK)$ – Communication Equipment

$Charles Schwab(SCHW)$ – Capital Markets

Lumentum Target Raised to $950! Optical the Next Big Investment Theme?
At OFC 2026, Lumentum projected the AI optical communications market — spanning pluggable modules, CPO, and OCS — will surge from $18 billion in 2025 to $90 billion by 2030, implying a 40% CAGR. JPMorgan analyst Samik Chatterjee reiterated a Buy rating on $LITE and raised his price target from $565 to $950. Is optical modules shaping up as this year's defining investment theme alongside memory — and will you bet on this frontier sector the way Nvidia did?
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Comments

  • Chinny92
    04-12 21:48
    Chinny92

    Great article, would you like to share it?

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