$SanDisk Corp.(SNDK)$ $Lumentu-To The Moon - Tiger Brokers Online Investing Community - To The Moon

$SanDisk Corp.(SNDK)$ $Lumentum(LITE)$ no nonsense only deep profits.

Insiders know it best. Big boys have an advantage. Retailers always APE to monkey

Lumentum Drop, POET Secures $400M: Optical Disruption Comes?

Lumentum plunged 8.83% today, as competitor POET Technologies announced a $400M strategic funding round, triggering a repricing of competitive dynamics in the photonic interconnect space. Despite Tiger Global initiating a position in Q1, broad de-risking across AI infrastructure names ahead of NVIDIA's earnings is hitting high-valuation stocks hardest. Whether POET's fresh capital translates into a real challenge to LITE's market share in AI data center photonic solutions. Can Lumentum defend its moat in the AI infrastructure photonics race?

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

Ep_En
05-17
Ep_En
我以为你是绝对空头，没想到是趋势交易者

Leave a comment

1

6

24

{"i18n":{"language":"en_US"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":564565800125032,"tweetId":"564565800125032","gmtCreate":1778866654078,"gmtModify":1778867504621,"author":{"id":3558046595933216,"idStr":"3558046595933216","authorId":3558046595933216,"authorIdStr":"3558046595933216","name":"DEEP.PROFIT","avatar":"https://community-static.tradeup.com/news/b115f810cc28bfbabae42f10b8ff7bcd","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":5,"crmLevelSwitch":0,"currentWearingBadge":{"badgeId":"972123088c9646f7b6091ae0662215be-3","templateUuid":"972123088c9646f7b6091ae0662215be","name":"Legendary Trader","description":"Total number of securities or futures transactions reached 300","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.11.11","exceedPercentage":"93.61%","individualDisplayEnabled":0},"individualDisplayBadges":[],"wearingBadges":[{"badgeId":"972123088c9646f7b6091ae0662215be-3","name":"Legendary Trader","description":"Total number of securities or futures transactions reached 300","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","isScarce":0,"effectEnabled":0,"redirectLinkEnabled":0,"redirectLinkValidityFrom":0,"redirectLinkValidityTo":9223372036854776000}],"fanSize":75,"starInvestorFlag":false},"themes":[{"themeId":"0973bd2d5a2a491d96c2d787539ab7f4","categoryId":"7a15628ce2174325bddc6229505e0d70","name":"Lumentum Drop, POET Secures $400M: Optical Disruption Comes?","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":0973bd2d5a2a491d96c2d787539ab7f4}&rnconfig={\"headerBarHidden\": true}","description":"Lumentum plunged 8.83% today, as competitor POET Technologies announced a $400M strategic funding round, triggering a repricing of competitive dynamics in the photonic interconnect space. Despite Tiger Global initiating a position in Q1, broad de-risking across AI infrastructure names ahead of NVIDIA's earnings is hitting high-valuation stocks hardest. Whether POET's fresh capital translates into a real challenge to LITE's market share in AI data center photonic solutions. Can Lumentum defend its moat in the AI infrastructure photonics race?","image":"https://community-static.tradeup.com/news/f971d35a5a30d5dd97b7e8af463e1fb7"}],"images":[{"img":"https://community-static.tradeup.com/news/5fc72d2025b042d6acec8927c2685dc9","width":"1220","height":"2149"}],"coverImages":[{"img":"https://community-static.tradeup.com/news/5fc72d2025b042d6acec8927c2685dc9","width":"1220","height":"2149"}],"title":"","html":"<html><head></head><body><p><a href=\"https://ttm.financial/S/SNDK\">$SanDisk Corp.(SNDK)$ </a>&nbsp;<a href=\"https://ttm.financial/S/LITE\">$Lumentum(LITE)$&nbsp;</a><v-v data-views=\"0\"></v-v> no nonsense only deep profits.&nbsp;</p>\n<p>Insiders know it best. Big boys have an advantage. Retailers always APE to monkey</p><img src=\"https://community-static.tradeup.com/news/5fc72d2025b042d6acec8927c2685dc9\" tg-width=\"1220\" tg-height=\"2149\"></body></html>","htmlText":"<html><head></head><body><p><a href=\"https://ttm.financial/S/SNDK\">$SanDisk Corp.(SNDK)$ </a>&nbsp;<a href=\"https://ttm.financial/S/LITE\">$Lumentum(LITE)$&nbsp;</a><v-v data-views=\"0\"></v-v> no nonsense only deep profits.&nbsp;</p>\n<p>Insiders know it best. Big boys have an advantage. Retailers always APE to monkey</p><img src=\"https://community-static.tradeup.com/news/5fc72d2025b042d6acec8927c2685dc9\" tg-width=\"1220\" tg-height=\"2149\"></body></html>","text":"$SanDisk Corp.(SNDK)$ $Lumentum(LITE)$ no nonsense only deep profits. Insiders know it best. Big boys have an advantage. Retailers always APE to monkey","highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":24,"favoriteSize":0,"link":"https://ttm.financial/post/564565800125032","repostId":0,"isVote":1,"tweetType":1,"viewCount":1756,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["LITE","SNDK"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":130,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[{"id":565235464794832,"commentId":"565235464794832","gmtCreate":1779030113951,"gmtModify":1779030384896,"authorId":4207889690499132,"author":{"id":4207889690499132,"idStr":"4207889690499132","authorId":4207889690499132,"name":"Ep_En","avatar":"https://community-static.tradeup.com/news/c30ae86009baae024ffe2340caf72566","vip":1,"currentWearingBadge":{"badgeId":"44212b71d0be4ec88898348dbe882e03-1","templateUuid":"44212b71d0be4ec88898348dbe882e03","name":"Boss Tiger","description":"The transaction amount of the securities account reaches $100,000","bigImgUrl":"https://static.tigerbbs.com/c8dfc27c1ee0e25db1c93e9d0b641101","smallImgUrl":"https://static.tigerbbs.com/f43908c142f8a33c78f5bdf0e2897488","grayImgUrl":"https://static.tigerbbs.com/82165ff19cb8a786e8919f92acee5213","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2026.04.22","exceedPercentage":"60.34%","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1101,"isScarce":0,"effectEnabled":0,"wearingSort":1},"crmLevel":12,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[{"badgeId":"44212b71d0be4ec88898348dbe882e03-1","name":"Boss Tiger","description":"The transaction amount of the securities account reaches $100,000","smallImgUrl":"https://static.tigerbbs.com/f43908c142f8a33c78f5bdf0e2897488","bigImgUrl":"https://static.tigerbbs.com/c8dfc27c1ee0e25db1c93e9d0b641101","isScarce":0,"effectEnabled":0,"redirectLinkEnabled":0,"redirectLinkValidityFrom":0,"redirectLinkValidityTo":9223372036854776000}]},"repliedAuthorId":0,"objectId":564565800125032,"objectIdStr":"564565800125032","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"我以为你是绝对空头，没想到是趋势交易者","text":"我以为你是绝对空头，没想到是趋势交易者","html":"我以为你是绝对空头，没想到是趋势交易者","likeSize":1,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/564565800125032"}