To The Moon

I’m leaning A — $LITE 🔥 The combination of CPO, OCS and rising optical bandwidth demand makes this one of the more interesting AI-infrastructure stories to watch. Lumentum has also reported strong growth, with FY2026 revenue up 83% YoY, while NVIDIA’s $2B investment and multi-year purchase commitment add another layer of visibility. But the bigger question is Q2: Could optics become the next memory-style structural cycle? 👀 If AI clusters keep scaling, the bottleneck isn’t just compute — it’s moving data fast enough between the chips. That makes optical connectivity a theme I’m watching closely for the next 2–3 years.

The three indices closed Wednesday along two different paths. The $Dow Jones(.DJI)$ fell 1.21 per cent to 51,461.90, losing 631.21 points on the day; the $S&P 500(.SPX)$ closed 0.45 per cent lower at 7,551.81, a third consecutive fall; and the $NASDAQ(.IXIC)$ Composite barely moved, closing 0.01 per cent lower at 25,978.42. The Federal Reserve raised rates by 25 basis points that afternoon. All three had been higher before it did, and the turn began with the decision and the press conference. The target range for the federal funds rate went up to 3.75-4 per cent, from 3.5 per cent to 3.75 per cent before, with

Lumentum jumped 9.59%, while AXT gained 11.44%, Semtech 11.03%, Coherent ~6% and Marvell 3.61%. But here’s the interesting part: there wasn’t a major new catalyst. No fresh guidance. No big order announcement. No earnings surprise. No major rating change. So why the sudden reversal? 🔹 AI infrastructure demand hasn’t disappeared. Data still has to move between GPUs, servers and data centers — and optical networking sits right in that path. 🔹 The sector had been heavily sold. That creates room for short covering and dip buyers, especially when the long-term AI infrastructure story remains intact. 🔹 But demand vs. positioning matters. If the same fundamentals existed while these stocks were falling last week, today’s rally may tell us more about positioning than a sudden improvement in busine

Optical networking just had a serious comeback — but there’s one thing bothering me: There wasn’t a major headline driving it. Lumentum jumped nearly 10%, while AXT, Semtech, Coherent and Marvell also moved higher. The obvious AI argument is still there: 🤖 More AI data centers 📡 More data moving between GPUs ⚡ Higher bandwidth requirements 🔌 Optical connections becoming increasingly important But if the fundamentals were already bullish last week, why did these stocks sell off then? That makes me question whether Wednesday’s move was primarily: A) New demand expectations B) Short covering + dip buying C) Rotation back into AI infrastructure D) A combination of all three I’m watching volume and whether these stocks can hold the gains over the next few sessions. A one-day rebound is a trade.

$Lumentum(LITE)$  reducing to ashes. Insiders know it best. Reaping max benefits from it's high iv Big boys cash out risk off now  

$SanDisk Corp.(SNDK)$ selling calls . Everytime news say it's shooting up, means big brothers letting go. 

Hi 

🌟🌟🌟Both $Lumentum(LITE)$ and $COHERENT(COHR)$ are currently primary beneficiaries of the AI optics supercycle with NVIDIA investing USD 2 billion in each to secure long term capacity for AI data centers. LITE is often viewed as pure play for the next phase of optical networking.   It is the clear market leader in Optical Circuit Switching.   Lumentum's revenue grew 65% YoY in early 2026 & is projected to grow nearly 77% for the full year. Coherent is the powerhouse of the industry, offering a massive vertically integrated manufacturing footprint. COHR is more diversified with a large industrial

That's great. All the best. Hope it can make it.😊

Lumentumis optical AI the future 

I recall seeing that memory producers can produce more, but do not want to because they expect the AI bubble to bust and therefore have an excess glut. I wonder if optics have that outlook too because you don't want to be caught holding on to too much material when most companies go under and then be unwillingly caught in the dominoes falling. Honestly do not comprehend how the competition is not thinning out, especially with the fact that profitability is a huge issue that every company is kicking down the road and energy took a big hit.

sure

Be interested to know how wafer scale chips impact on this

Optical modules can likely becomes market's next target with upcoming demands from next-gen data centers interconnections.

$蘋果(AAPL)$  

Yes. Let's go all the way.😊

Lementum will boom optical AI is the future 

lite

B cohr with broader exposure to the nvidia story and ai spending Optimal techniques to reduce the pitch density are likely to continue to enable higher density memory

Data centers have the same problem. Millions of AI calculations are happening every second — and all that data needs to travel between chips, between servers, and between buildings at insane speeds.

I’m leaning A — $LITE 🔥 The combination of CPO, OCS and rising optical bandwidth demand makes this one of the more interesting AI-infrastructure stories to watch. Lumentum has also reported strong growth, with FY2026 revenue up 83% YoY, while NVIDIA’s $2B investment and multi-year purchase commitment add another layer of visibility. But the bigger question is Q2: Could optics become the next memory-style structural cycle? 👀 If AI clusters keep scaling, the bottleneck isn’t just compute — it’s moving data fast enough between the chips. That makes optical connectivity a theme I’m watching closely for the next 2–3 years.

The three indices closed Wednesday along two different paths. The $Dow Jones(.DJI)$ fell 1.21 per cent to 51,461.90, losing 631.21 points on the day; the $S&P 500(.SPX)$ closed 0.45 per cent lower at 7,551.81, a third consecutive fall; and the $NASDAQ(.IXIC)$ Composite barely moved, closing 0.01 per cent lower at 25,978.42. The Federal Reserve raised rates by 25 basis points that afternoon. All three had been higher before it did, and the turn began with the decision and the press conference. The target range for the federal funds rate went up to 3.75-4 per cent, from 3.5 per cent to 3.75 per cent before, with

Lumentum jumped 9.59%, while AXT gained 11.44%, Semtech 11.03%, Coherent ~6% and Marvell 3.61%. But here’s the interesting part: there wasn’t a major new catalyst. No fresh guidance. No big order announcement. No earnings surprise. No major rating change. So why the sudden reversal? 🔹 AI infrastructure demand hasn’t disappeared. Data still has to move between GPUs, servers and data centers — and optical networking sits right in that path. 🔹 The sector had been heavily sold. That creates room for short covering and dip buyers, especially when the long-term AI infrastructure story remains intact. 🔹 But demand vs. positioning matters. If the same fundamentals existed while these stocks were falling last week, today’s rally may tell us more about positioning than a sudden improvement in busine

Optical networking just had a serious comeback — but there’s one thing bothering me: There wasn’t a major headline driving it. Lumentum jumped nearly 10%, while AXT, Semtech, Coherent and Marvell also moved higher. The obvious AI argument is still there: 🤖 More AI data centers 📡 More data moving between GPUs ⚡ Higher bandwidth requirements 🔌 Optical connections becoming increasingly important But if the fundamentals were already bullish last week, why did these stocks sell off then? That makes me question whether Wednesday’s move was primarily: A) New demand expectations B) Short covering + dip buying C) Rotation back into AI infrastructure D) A combination of all three I’m watching volume and whether these stocks can hold the gains over the next few sessions. A one-day rebound is a trade.

Is $Lumentum(LITE)$ experiencing an $NVIDIA(NVDA)$ Moment? When the AI boom really began after the release of ChatGPT, Nvidia saw the demand for its AI GPUs explode. A graph of green bars AI-generated content may be incorrect. From 2022 to 2026, Nvidia’s data center business grew 18x in just 4 years, to nearly $200B! As we are reaching the limits of what current technologies can achieve, Nvidia has invested billions in its suppliers to help them develop technologies critical for making AI better, faster, and cheaper. $2B went to the company we are covering today, Lumentum! Lumentum is a technology company that specializes in photonics, a field that is enabling the shift from electrical signals to light-ba

$Lumentum(LITE)$ surged 8% this week, is up +143% YTD. $COHERENT(COHR)$ added +19% this week and continues to build momentum. J.P. Morgan just raised LITE's target from $565 → $950. COHR from $245 → $300. Both: Overweight. Why optical is back in the spotlight this week? JPM, Goldman, the OFC data: The AI infrastructure buildout is accelerating, not slowing. CPO and OCS are no longer 2028 stories — they're 2H 2026 revenue. The market is still pricing these companies like boring legacy optical hardware companies. That's the mispricing. Memory started repricing six months ago. Optical is repricing now. Memory prices just confirmed the AI hardware supercycle is real. Samsung reported Q1 earnings that demolish

$Aehr Test(AEHR)$   $Viavi Solutions(VIAV)$   Optical networking test isn’t one big TAM — it’s TWO different control points in the AI reliability stack. Two companies. Two choke points: • Upstream → Kill defects early (Aehr Test Systems) • Downstream → Validate full AI fabric (VIAVI Solutions) As silicon photonics + CPO scale, spending is splitting: Convex vs recurring Why test intensity is exploding?  Optics are moving closer to compute Pluggables → Optical I/O → CPO • TSMC → COUPE (2026) • Broadcom → 200G/lane CPO • NVIDIA → optical inside switches Now ONE defect can break: packaging + fiber + entire racks Cost of escape = 💥 massive Enter Aehr Test Systems (

$Ciena(CIEN)$ $Ciena Corporation (CIEN) Rockets +10.30%: Optical Leader Tests $500, Momentum Peaks Latest Close Data Closed at $494.01 (Apr 8), up +10.30% ($46.13). The stock traded within 1.1% of its 52-week high of $499.39. Core Market Drivers Strong buying interest propelled CIEN, with significant net inflow of $520 million. The optical networking sector continues to benefit from robust demand for high-speed data infrastructure upgrades, despite a lack of specific company news today. Technical Analysis Volume surged to 4.11M shares (Volume Ratio 1.56), confirming the breakout. MACD (12,26,9) shows a strong bullish expansion (DIF: 32.83, DEA: 27.25, MACD: 11.16). RSI(6) at 75.82 indicates overbought conditions, suggesting potential for a short-t

🌟🌟🌟Both $Lumentum(LITE)$ and $COHERENT(COHR)$ are currently primary beneficiaries of the AI optics supercycle with NVIDIA investing USD 2 billion in each to secure long term capacity for AI data centers. LITE is often viewed as pure play for the next phase of optical networking.   It is the clear market leader in Optical Circuit Switching.   Lumentum's revenue grew 65% YoY in early 2026 & is projected to grow nearly 77% for the full year. Coherent is the powerhouse of the industry, offering a massive vertically integrated manufacturing footprint. COHR is more diversified with a large industrial

$Lumentum(LITE)$ Iron Condor Strategy: cost $1,190, max earn $810 in 9 days — sell elevated IV, delta‑neutral range view 📊 Ticker: $LITE Strategy: Short Iron Condor Contracts: Sell to Open: LITE Apr 17 $820 Call Buy to Open: LITE Apr 17 $840 Call Sell to Open: LITE Apr 17 $800 Put Buy to Open: LITE Apr 17 $780 Put Cost: $810 Max Gain: $810 (100% of premium if stock stays between $800-$820) Max Loss: $1,190 (if stock moves outside the wings) Profit Zone: $800 - $820 Thesis: Neutral to range-bound view on Lumentum into April expiration. Optical components sector showing consolidation after recent volatility. Selling premium on both sides while defining risk outside the expected move—betting the stock stays contained between $780 and $840 through exp

$Lumentum(LITE)$  reducing to ashes. Insiders know it best. Reaping max benefits from it's high iv Big boys cash out risk off now  

22 liquid leaders above key SMAs, closing strong with no signs of profit-taking today $Linde PLC(LIN)$ – Specialty Chemicals $Intel(INTC)$ – Semiconductors $Marvell Technology(MRVL)$ – Semiconductors $Analog Devices(ADI)$ – Semiconductors $Texas Instruments(TXN)$ – Semiconductors $Teradyne(TER)$ – Semiconductor Equipment $Applied Materials(AMAT)$ – Semiconductor Equipment $Lam Research(LRCX)$ – Semiconductor Equipment

I’m leaning more toward Lumentum Holdings Inc. here. The upside is compelling with CPO and OCS shifting into real 2H 2026 revenue, not just future optionality. This feels similar to early memory re-rating — the market is still catching up to how fast AI-driven demand is scaling. I’m willing to sit through volatility for that potential rerating. That said, Coherent Corp. is a cleaner, more balanced play. Its broader exposure and better demand visibility make it more resilient if macro conditions turn volatile, while LITE remains the higher-beta, higher-upside bet. Overall, I do think optical modules are becoming a structural theme for the next few years. Signals from Optical Fiber Communication Conference and memory pricing confirm that AI infrastructure demand is now fully translating int

$SanDisk Corp.(SNDK)$ selling calls . Everytime news say it's shooting up, means big brothers letting go. 

I recall seeing that memory producers can produce more, but do not want to because they expect the AI bubble to bust and therefore have an excess glut. I wonder if optics have that outlook too because you don't want to be caught holding on to too much material when most companies go under and then be unwillingly caught in the dominoes falling. Honestly do not comprehend how the competition is not thinning out, especially with the fact that profitability is a huge issue that every company is kicking down the road and energy took a big hit.

B cohr with broader exposure to the nvidia story and ai spending Optimal techniques to reduce the pitch density are likely to continue to enable higher density memory

Optical modules can likely becomes market's next target with upcoming demands from next-gen data centers interconnections.

$蘋果(AAPL)$  

Hi 

JPM, Goldman, the OFC data: The AI infrastructure buildout is accelerating, not slowing. CPO and OCS are no longer 2028 stories — they're 2H 2026 revenue. The market is still pricing these companies like boring legacy optical hardware companies. That's the mispricing. Memory started repricing six months ago. Optical is repricing now.