To The Moon

$SUPER MICRO COMPUTER INC(SMCI)$ S3 Partners' latest squeeze data is getting interesting. $Palantir Technologies Inc.(PLTR)$  shorts are sitting on roughly $5B in mark-to-market losses, $Lumentum(LITE)$  around $3.1B, and SMCI around $1.3B. SMCI also has a perfect 100/100 squeeze score, same as FOXA and WDAY. CHTR shows a massive 50.4% short interest of float. ECHO and SWKS are among the most crowded shorts. The entire S3 squeeze basket is already +13.4% MTD, while the average squeeze score has climbed to 80.8. PLTR, LITE and SMCI alone account for roughly $9.4 billion in mark-to-market short losses. When price keeps rising while short losses and b

$Lumentum(LITE)$ LITE blew out their last earnings and reported an enormous backlog that's contractually secured with paid-for orders. Any dip is a total gift from Mr. Market to jump on the post-ER trade if you missed the first wave. My two cents, fwiw.

$Lumentum(LITE)$ As of August 2026, the S&P 500 has set roughly 74 all-time record highs since Donald Trump's reelection, with 64 of those record closes occurring since he formally took office for his second term in January 2025, according to data compiled by investment research firms like CFRA. Thank you DJT, the goat. MAGA.

$Lumentum(LITE)$ If anything, wars would demand more datacenters as technology advances and militaries modernize. Lite has no downside.

$Lumentum(LITE)$ LITE really solidified that breakout, closing at $926.14 up over 5%. The momentum feels like it's fully accelerating after that beat-and-raise report. FQ4 gross margin came in at 48%, and management guided next-quarter revenue up to $1.275B. From where I stand, the numbers suggest the optical supercycle is just getting started.

$Palantir Technologies Inc.(PLTR)$ There was some unusually large buying in far out-of-the-money PLTR calls just before the close. The kind of size that makes you stop and look.

$Lumentum(LITE)$  Looks like profit taking after a parabolic run-up. Nothing too concerning. I'm waiting for a proper reversal signal before adding again.

It has the highest valuation among its peers and could be approaching $Lumentum(LITE)$  and $Coherent(COHR)$  in 2028.

$Ondas Holdings Inc.(ONDS)$ Looks like some weak hands sold and are now buying back in. The partnerships with $Palantir Technologies Inc.(PLTR)$  and $Lockheed Martin(LMT)$  are bringing a lot of attention to this drone company, and Israeli drone contracts were announced recently. Pretty significant.

$Lumentum(LITE)$ I let go of my 27 shares at $938, taking about $110 in profit. For the most part, I'm staying heavily in CDE and SKE. There's a chance they get bought out at a 30-50% premium over current levels by the end of 2028.