$Palantir Technologies Inc.(PLTR)$ This is a retirement stock. Bears will keep talking trash because patience isn't in their vocabulary. I've held since $19. Hold it for 15 years and call it a day. The Shawn Ryan podcast with PLTR pretty much solidified my stance.
$Lumentum(LITE)$ Lumentum jumped 11% in a day after two banks started coverage at Buy. Deutsche Bank's Gianmarco Conti initiated at Buy with a $1,200 target on August 31, making the case that the company wins under every architecture, whether pluggable transceivers persist or co-packaged optics take over. Evercore ISI's Amit Daryanani opened at Outperform with a $1,100 target the same week. The real driver behind the bullish notes is the order rate. Hurlston said the company's largest customer has increased their orders very significantly since the last earnings call, a huge uptick that gave management confidence to raise its 2028 outlook.
$Infleqtion(INFQ)$ Trust the process and look beyond the stock price action. Quantum computing and quantum sensing are now where $Palantir Technologies Inc.(PLTR)$ was after it dropped from $40 to $6. Big players are loading up cheap and will let this sector run when the time comes. The only edge you can have, like billionaire hedge funds, is getting in early and waiting for the thesis to play out. You never know when the big news will hit or when money will pour into the sector. Everything we're seeing now points to a future where, by 2030, quantum companies will be far more important than they are today. $IONQ Inc.(IONQ)$
$Rezolve AI(RZLV)$ Back around 2021, someone I knew kept talking up $Palantir Technologies Inc.(PLTR)$ and where it could go. They eventually got impatient and sold not long after for a small loss. The conviction was right, but the patience wasn't there. All they really had to do was sit back and wait. I don't plan on making that same mistake with RZLV.
There's been a notable amount of flow going into $Palantir Technologies Inc.(PLTR)$ Dec 2027 $190 calls, and price is consolidating just above the weekly breakout level. Worth watching.
$Lumentum(LITE)$ is already at four digits and it's still holding the $978.54 open after Tuesday's optical/AI-optics strength. With the Verizon-Corning fiber read-through still in the tape, I'd need $978 to keep acting as the floor before leaning toward a retest of the $1,026.76 high; lose that open and this looks like a chase into the gap.
$Lumentum(LITE)$ AI infrastructure buildouts are leaning heavily on patented products and technologies from Lumentum Holdings (NASDAQ: LITE). As AI data centers move from traditional copper wiring to high-speed optical networks to remove bandwidth chokepoints, Lumentum's IP portfolio of over 1,000 patents has made it a key foundational layer for AI clusters.
$Lumentum(LITE)$ I'm still long, but I'll likely start trimming around 1050-1090 and setting stops near 980. Operating margins and revenue compounding still support the growth trajectory through 2029 for now. That said, a lot of growth is already priced in. If margins shift, I'd expect a sharp repricing. Momentum still leans bullish.