To The Moon

$LightPath(LPTH)$ The stock continues to act very constructively after the offering. Shares effectively put in a double bottom today near $14.70 without even testing the $14 offering price itself—that's generally not the type of price action you see in weak secondary setups. To me, $16.65 now becomes the key pivot as the post-offering high. A convincing volume breakout above that level would likely open the door for a push toward the previous highs, as supply from the raise appears increasingly absorbed. Meanwhile, the broader strategic story around specialty IR materials, thermal imaging, vertically integrated optics, and domestic germanium alternatives still feels materially underestimated by the market. Sam Rubin also continues to drop inc

$Roundhill Memory ETF(DRAM)$ Micron earnings on June 24. It's another catalyst.

The year 2026 is widely expected to be a big one for optical and photonics picks-and-shovels investments. $Applied Optoelectronics(AAOI)$  is the small-cap, high-beta transceiver name with lumpy revenue but massive AI upside if demand holds. $Broadcom(AVGO)$  sits at the top of the stack, owning custom AI chips and networking, with its scale and pricing power already largely priced in. $Lumentum(LITE)$  is the steady optical components leader tied to datacenters and telecom, slowly recovering margins as demand ramps up. $Credo Technology Group Holding Ltd(CRDO)$  offers pure high-growth connectivity e

$Roundhill Memory ETF(DRAM)$  Goldman Sachs raised its 12-month price target for Samsung to 480,000 won on June 1 — implying roughly 33% upside from Tuesday's close of 360,500 won — and reiterated a Buy rating. They cited a structural shift in memory from a commodity cycle to a predictable "AI infrastructure" market. The bank forecast that supply constraints will persist at least through 2028. This news is great for those of us holding Samsung stock.

Everyone thinks the photonics run is over. I disagree. AI cluster buildout is just getting started. Every GPU farm needs insane amounts of data moving at light speed. Optical demand isn't growing linearly; it's exploding. $Applied Optoelectronics(AAOI)$  Owns a critical part of the supply chain with in-house lasers. Their 2026 revenue guidance is $1.1B. Hyperscalers are lining up. $Credo Technology Group Holding Ltd(CRDO)$  Revenue has tripled, with 68% gross margins. The optical segment alone is projected to be over $600M next year. Analysts are raising their targets. $Lumentum(LITE)$  A blue-chip photonics player with decades of expertise. Probab

$Roundhill Memory ETF(DRAM)$  Overbought? Consider, Micron has a PEG of 0.08. SanDisk's is even lower at 0.04 (stock charts numbers). Room to run!

$Applied Optoelectronics(AAOI)$ 198 again? All the photonics were ripping AH Then money rotated to semis cause of Computex comments We not done $Lumentum(LITE)$  $COHERENT(COHR)$ 

$Kopin(KOPN)$ $Applied Optoelectronics(AAOI)$ $POET Technologies Inc(POET)$ $Lightwave Logic, Inc.(LWLG)$ $Lumentum(LITE)$ KOPN has 150,000 chips of AI optical capacity, potentially generating hundreds of millions in revenue per quarter. Microsoft was already researching MicroLed-based optical connectivity last year. That sounds promising. According to Microsoft, the advantages of MicroLed-based optical connectivity include: long range, low power consumption, low cost, and high reliability.

$Roundhill Memory ETF(DRAM)$ Samsung was up 3.3% in Korea last night, DRAM owns shares.

$Lumentum(LITE)$  isn't for the fainthearted, but it always seems to find a way to have huge up days that get the momentum headed back in the right direction.