To The Moon

Optical players like $Lumentum(LITE)$ , $Applied Optoelectronics(AAOI)$ , and $Silver Verde May Mining Co., Inc.(SIVE)$  are recovering. The initial selloff seems overdone, and the short-term bounce aligns with a technical repair.

An update on the optics supply chain. The latest earnings calls are telling a very consistent story across the board - demand is still outrunning supply at nearly every major node. $Lumentum(LITE)$ : effectively sold out, >30% of demand not being met, capacity locked via LTAs through 2027. $Applied Optoelectronics(AAOI)$ : scaling hard (100k → 930k units/month by 2027) yet still expects demand > supply into mid-2027. $COHERENT(COHR)$ : bookings into 2028, doubling InP capacity twice in 18 months, calls out industry-wide bottlenecks. $Ciena(CIEN)$ : backlog up to $7.7B (+$2.6B in 6 months).

$Palantir Technologies Inc.(PLTR)$ Meanwhile, Google and other big techs are talking about raising capex, but Palantir keeps signing new contracts, has nearly $9 billion in cash, and no debt like Oracle. Where to put your money? Just something to think about.

$Credo Technology Group Holding Ltd(CRDO)$ Up 25% since earnings, and the setup looks favorable for a bigger re-rate as the CPO TAM ramps. The DustPhotonics acquisition enables full vertical integration: from SerDes IP to DSP, to SiPho PIC, to system, to telemetry. That expands the TAM for transceivers, LPO, and CPO while maintaining strong reliability (ZeroFlap, PILOT). What matters is they avoid the EML laser shortages affecting $Lumentum(LITE)$  by using CW lasers on PICs. This means fewer lasers, lower thermal load, better yields, and a cheaper BOM at scale. It's already deployed in hyperscale AI clusters and has designs for NPO and CPO. OFC 2026 showcased the full portfolio: 400G/800G ZeroF

$Credo Technology Group Holding Ltd(CRDO)$ Up 25% since earnings. Confidence remains high on a re-rating as the CPO TAM expands. The DustPhotonics acquisition brings SiPho in-house, giving vertical integration across SerDes IP, DSP, SiPho PIC, system integration, and telemetry. TAM expansion hits transceivers, LPO, and future CPO. Credo's reliability (ZeroFlap, PILOT telemetry) gives extra confidence that CPO execution will work even with larger failure domains. They're insulated from the EML laser shortages that $Lumentum(LITE)$  faces — CW lasers on integrated PICs cut laser count, thermal load, and BOM costs while improving yield. SiPho PICs are already in hyperscale AI transceivers, with NPO

I'm keeping an eye on these during the dip: $SoFi Technologies Inc.(SOFI)$  – CEO is buying heavily, down 50% from highs, weekly charts showing a potential trend shift. $CoreWeave, Inc.(CRWV)$  – Dirt cheap AI infrastructure play, $99B backlog plus the NVDA tie-up, could have significant upside. $Palantir Technologies Inc.(PLTR)$  – Pure AI software play approaching support, next target might be $250. $IREN Ltd(IREN)$  – High-potential data-center play. The chart resembles $NEBIUS(NBIS)$ 's last move. A hyperscaler deal could really move this one.

If SPY pulls back 10–20% this summer, that's when real opportunity could show up. I'm watching a few names for the next leg higher: $Lumentum(LITE)$  is the optical switching layer of AI infrastructure, still tied to the long-term data center buildout. $Micron Technology(MU)$  offers memory cycle leverage tied directly to AI server demand. $SanDisk Corp.(SNDK)$  provides exposure to NAND storage, with inference demand still expanding. $T1 ENERGY INC(TE)$  plays into data center power infrastructure, related to grid and AI energy bottlenecks. Market selloffs don't kill trends… they reset positioning. The s

$IQE Plc(IQEPF)$ Major buy opportunity here. Don't be late.

$Lumentum(LITE)$ The gap is being filled. I'll probably repurchase in the morning. $Tradr 2X Long LITE Daily ETF(LITX)$  is a cash machine.

$Lumentum(LITE)$ up 120 down 130. Great success ! Very nice how much