$Palantir Technologies Inc.(PLTR)$ Palantir makes every government and corporation better. Their net revenue retention hit 157% last quarter.

$Lumentum(LITE)$ Shorts got fooled by WS and sold at this low price. I'm picking up shares now. AI development is still in an early stage. US development in many cases is actually at a lower level than China. AI humanoid robots in the US are behind China, for example. It will need at least 10 more years for AI development in general.

Bears might want to stay alert. $POET Technologies Inc(POET)$  went from around $4.87 on March 30, 2026, to roughly $20.81 by May 14, 2026. That's a 327% move in about six weeks. Now consider what could happen if major customer announcements, mass production, and accelerating AI infrastructure demand drive the next phase. Another rally like that would catch short sellers off guard. Short side should keep May 14, 2026 in mind. When momentum comes back, this stock can move fast. The next breakout could be even bigger.

$Lumentum(LITE)$  I'm a small long here compared to many, but I've added every day this week. I've been in this one for 20 years and my average is way lower than the current price, so I'm fine. Most of the time I only add 5 or 10 shares at a time, just so I'm not overloading at one particular price point and can average into a comfortable position. Today I added 25 shares, which brings me to 450 shares in this company. I know that's peanuts to a lot of traders, but for a retired guy in his 60s it'll be a nice addition to retirement. Next earnings should be a good one, and once again I think they'll beat some expectations. They'll also guide higher again.

$Lumentum(LITE)$ The short's "narrative of the day" is that the AI buildout "could" face funding shortages which "could" impact companies like LITE. But there's no mention of how LITE's backlog is contractually paid through 2029. I'd like to see this get back to the 100 DMA.

$SPDR S&P 500 ETF Trust(SPY)$ $Applied Optoelectronics(AAOI)$ $Coherent(COHR)$ $Lumentum(LITE)$ $POET Technologies Inc(POET)$ The idea that the US government would just let China win the AI race doesn't hold up. The dip is coming from the same crowd that's buying it, except now they're getting in at another 50% discount because AI spending can't stop - it matters more than the Cold War did. The whole thing has been pushed along by throwaway media headlines. In 2 years the AI optical boom is going to be generational wealth for anyone who didn't sell. F

$Lumentum(LITE)$ This is a market-wide dump driven by hot CPI inflation data. It is sizeable, but calm down. Who doesn't like buying the dip?

$Lumentum(LITE)$ Management needs to split this 20-1. Retail participation is what this stock needs. The big institutional investors are causing extreme volatility, and they will likely keep doing so as long as they profit from the swings.

$Lumentum(LITE)$ Nobody wants to believe the data center buildout is still going. But it is, and it will keep running for years. Being short-sighted and pessimistic here is a mistake. Every company involved in the buildout is reporting insatiable demand with no end in sight. It's an easy investment thesis.

$Lumentum(LITE)$ Tech tends to sell off hard right before earnings season. That can actually be a decent setup for reloading high-growth names like LITE at a much cheaper price.

$Coherent(COHR)$ At this price, you're essentially getting the stock back to where it was before the $Lumentum(LITE)$  CEO announcement that they're sold out through 2029, and before the reports about the US government possibly limiting foreign optical companies' exposure to US markets. The price action feels a bit silly to me.

$Lumentum(LITE)$ This is a macro selloff and is very common just prior to big tech earnings season. Mr. Market is making LITE shares available at cheaper levels.

$Lumentum(LITE)$ Lumentum is completely sold out through early 2029, according to CEO Michael Hurlston in a Bloomberg interview in Tokyo. Going one level down: back in April he said the order book would fill through 2028 within two quarters. Six months later the horizon got pushed out again. Demand has outrun the company's own forecast. He expects a 30 percent shortfall for some products through 2028 and said Lumentum cannot meet demand for others through next year. Set that against the OFC guideposts: 2 billion dollars of quarterly revenue, or 8 billion annualized, within 18 to 24 months. Demand is not the constraint on that target. Capacity is.

CoreWeave, Lumentum and American Tower are among the names making moves before the bell. Tower stocks are getting a lift, with American Tower up 6% and Crown Castle up almost 8%, both rising on news that SpaceX was expanding its spectrum portfolio. AI names with exposure to the artificial intelligence buildout are also higher in premarket trading, after many declined on Thursday following reports that OpenAI's annualized revenue was about $20 billion lower than previously shared. CoreWeave jumped 2.5%, while Oracle and Broadcom rose 1.5%. $Lumentum(LITE)$  $Broadcom(AVGO)$ 

$Lumentum(LITE)$ $NVIDIA(NVDA)$  $Wolfspeed Inc.(WOLF)$  — $2 billion, and Wolfspeed has $1.5 billion from the US Department of War. Wolfspeed and Lumentum are both playing critical but distinct hardware roles in the AI data center infrastructure supply chain. Lumentum supplies high-speed optical and photonic products, including indium phosphide laser devices, optical circuit switches, and cloud transceivers for AI data center interconnects and co-packaged optics. Wolfspeed specializes in silicon carbide and gallium nitride power semiconductor technology, and partnered with LITEON on 800 VDC power distribution and conversion solutions for next-gene

$Lumentum(LITE)$  Sold out until 2029, and the pending FCC ban on Chinese 3.2T optical makers makes this a good buy right now.

$Lumentum(LITE)$  Lumentum jumped 6% after CEO Michael Hurlston said the company's optical components are sold out through 2029. He also mentioned Lumentum will struggle to meet as much as 70% of demand for some products through next year.

$Lumentum(LITE)$ Extended-hours trading could push it past 1170, and then 1200+ by Friday. I'm staying long here.

$Lumentum(LITE)$  Looking like 1170 soon. It'll probably run out of steam before long, but I'm not sure we'll see the same kind of pullbacks we've been getting. Over the past 7 months, any time there was a big rip, the next day it would give it all back and then some. This time it's holding like a champ and the setup makes more sense now. Why didn't it move up sooner? Shorts, probably. But after doing nothing for months, it's positioned for a massive breakout. I think 1800 by end of year. Seems reasonable. I'd buy big dips if I'm lucky enough to get any. Low volume, no sellers, and massive demand.

$Lumentum(LITE)$  A 5-point dip to 1,133 is probably the best buying opportunity we'll see for the rest of the day. It'll likely be back at 1,140 in 5 minutes.