$Lumentum(LITE)$ $Ruanyun Edai Technology Inc.(RYET)$ Smart Campus brought in roughly $5.72M in FY2026 revenue, around 76.4% of the company's total. The part that catches my attention is the institutional access behind that number. The existing campus relationships could help open the door for AI training, YeeZo labs and other services.

$Palantir Technologies Inc.(PLTR)$ Not the 200+ anniversary present I was expecting, but it still closed green. Any green here is good enough. I'm staying positive, holding strong, and not paying much attention to the negative posts from the bears and shorts.

$Lumentum(LITE)$ Lumentum Holdings Inc. (LITE) trades near $973 because explosive demand for its AI data center optical hardware has driven triple-digit revenue growth and massive long-term earnings expectations. On the AI side, optical networking is being adopted at scale across AI infrastructure. There's also a multi-year $2 billion investment and partnership with Nvidia. Q4 revenue came in up 109% year-over-year to $1.01 billion, and forward guidance points to roughly 130% near-term growth. From a fundamentals standpoint, they're sitting on a contracted backlog of roughly $400 million in optical circuit switches. Analysts project up to $40 per share in earnings power by 2028, and long-term DCF models place intrinsic value near or above cur

Oversold Photon stocks to watch ahead of the rebound: $Lumentum(LITE)$ , $Coherent(COHR)$ , and MXL. MRVL is another one to watch on this dip.

$Lumentum(LITE)$ I wouldn't chase it here. Getting a pullback entry makes more sense on this one, then just be patient and hold with conviction. Not sure how long it keeps getting rejected near 1k, but once that level finally gives way, it could really take off.

$Coherent(COHR)$ $Vertiv Holdings LLC(VRT)$ $Lumentum(LITE)$ AI infrastructure names saw a sharp pullback recently. Nothing is ever really shocking in the stock market. Still, the price action was surprising given the PCE reading. Yields are down, but oil is up. Weird setup. Looking ahead to $Micron Technology(MU)$  earnings.

$Palantir Technologies Inc.(PLTR)$  Goldman sees FDE's moat as deeper than expected. Verticalization could drive the next phase of growth, and they've raised the price target to $204.

$Lumentum(LITE)$ Third lowest volume day of the month, and it held fairly flat while the broader market was red. I still see 1000 by Friday close. Nothing goes straight up.

$Palantir Technologies Inc.(PLTR)$ This is my biggest position and I'm still holding it for the long term. Not selling. For active traders, here are the pullback levels I'm watching.

With the bullish developments across the photonics sector and positive signals from $Lumentum(LITE)$  and $Ciena(CIEN)$ , when do you expect $Fabrinet(FN)$  to finally start recovering? Do you think we'll see a meaningful rebound before the next earnings report in early November, or will earnings be the catalyst that finally drives the stock higher? Curious to hear your thoughts on the timing.

$Lumentum(LITE)$  Many hedge fund managers now agree that AI infrastructure spending for 2027 will be at least one (1) trillion. This market is going up for many years to come.

Top 10 photonics plays across the light-speed stack. AI's next bottleneck isn't compute, it's interconnect. As speeds push past 1.6T, the trade shifts from silicon to photonics. Five layers, wafer to test. Anchors, inflecting names, and speculative bets. The anchors: still running, but still in the trend. $Coherent(COHR)$  - Layer 3, Optics. 25% market share in transceivers. $5.81B FY25 revenue, +23% YoY. Named as an NVIDIA partner on Spectrum-X. Book-to-bill over 4x. Druckenmiller's pick. $Lumentum(LITE)$  - Layer 2, Lasers. The 200G EML monopoly. Only volume supplier of the lasers that make 1.6T transceivers possible. NVIDIA $2B exclusive supply agreement through end of decade. No second sourc

$Lumentum(LITE)$  One analyst just bad mouthed LITE, noting that it's trading around 100x forward/non-GAAP earnings, meaning even good results can lead to selling for profit taking. That take is pretty frustrating.

$Lumentum(LITE)$  After a roughly 10% correction, it's normal to see a small slowdown the following day. I'm holding, and I think it's going to bounce very soon.

$Lumentum(LITE)$  Adding to my position. This kind of pullback is normal and completely healthy. It shakes out weak-handed longs while catching new short sellers off guard. I'm staying long.

$Lumentum(LITE)$  Price action has been pretty jacked up lately. There's a gap trade almost every day, lol. It will be fine. There's just a ton of anxiety out there, and the algos and MMs take advantage of it.

$Lumentum(LITE)$ We filled the gap and now the bears are out talking about rates and how debt will get paid. Maybe they should take a look at the balance sheet.

$SPDR S&P 500 ETF Trust(SPY)$ On most stocks with strong premarket news, profit taking stalled right above the prior close and is bouncing now. $NEBIUS(NBIS)$ , $Vertiv Holdings LLC(VRT)$ , $Generac(GNRC)$ , $Lumentum(LITE)$  and others are doing the same thing all over again.

$Corning(GLW)$ Heading to $160 by Friday. Someone bought a large block of $155 calls expiring this week. Just noting the setup looks very similar to LITE.

$Lumentum(LITE)$ With the short interest that built up over the past week and the ECOC coming up next week, I expect to see heavy short covering into Friday. Hoping we clear the 1030 level by Friday. Good luck to all longs.