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

$Palantir Technologies Inc.(PLTR)$  Not getting too excited about this today. All the AI software names on my watchlist, like $Innodata(INOD)$ , $Snowflake(SNOW)$ , and $SoundHound AI Inc(SOUN)$ , are down about 6-7%. The same with the space-related sector. Looks like a bunch of people are taking profits after some good gains last week.

$Palantir Technologies Inc.(PLTR)$ Palantir's mutually beneficial relationships with NVIDIA and Snowflake, backed by Dell's recent earnings and updates, highlight the strength and breadth of its reach. Beyond its already robust pipeline and revenue, these additional support channels can generate significant passive income.

$Lumentum(LITE)$ Dang, sure glad I didn't sell this.

$Lumentum(LITE)$  Huh, looks like those buys around $850 last week were a good move. I really like this stock and this company, feel blessed to be here.

$CRITICAL METALS CORPORATION(CRML)$ The U.S. first dealt with Venezuela and now is talking about taking over Greenland — all mainly for resources. Especially Greenland’s rare earths — that’s also why the U.S. rare earths stock Critical Metals (CRML) has been soaring. I bought it on Monday and checked today — made a killing.

$CoreWeave, Inc.(CRWV)$ Took some profit from CRWV on this compute wave! Topped up my position with free vouchers from the Contra688 promo – what a sweet deal! As a pure-play AI Hyperscaler, it's no longer just a cloud player, but the engine room of the AI revolution. By 2025, its leadership is solid – at this market cap, the story’s just getting started!

$Tiger Brokers(TIGR)$ HK brokerage stocks including TIGR have pulled back sharply as the stablecoin hype fades. With speculative money exiting, prices are nearing key support levels. This could be a chance to accumulate for the long term. Keep an eye on the $13 HKD resistance this week. Waiting for that bullish candle!

$DBS(D05.SI)$ proving its dominance! NIM expansion + digital banking wins = SEA financial king. Dividend growth locked in - perfect for passive income!

$TENCENT(00700)$ 's success stems not from technological superiority, but from building China's most robust tech application ecosystem. Its vast user scenarios and commercialization capabilities form the real competitive edge.

$MARA Holdings(MARA)$  If CLARITY and GENIUS both hold momentum this week, this rally's got legs. Full steam ahead!