$Lumentum(LITE)$ Stifel raised its price target on Lumentum to $1,232 from $1,100, keeping a Buy rating on the shares. Heading into the September-quarter reporting season, the analyst noted in a group preview that AI infrastructure deployment remains supply-gated rather than demand-gated.
$Lumentum(LITE)$ At ATH and breaking out into price discovery. Copper is getting designed out as data transfer speeds keep rising and photonics becomes a requirement.
$Lumentum(LITE)$ Will close at 1050 because oil is going up. The Alhouti hit the Aramaic oil pipeline this afternoon. The market has had every reason to sell off.
Top 5 swing setups from options flow. $Citigroup(C)$ — Probably the cleanest near-term setup. Near-ATM call buying, good timing and bullish confirmation across the banks ahead of earnings. $BHP Billiton(BHP)$ — 3 calls bought, near ATM, solid premium and very little opposing flow. One of the cleanest standalone structures on the tape. $Lumentum(LITE)$ — Huge call-buying concentration with strong 7-day confirmation. Stock already moved hard, so I'd be more selective with entry, but the flow is difficult to ignore. $Carnival(CCL)$ — Clean ATM December call buying and positive recent flow. Looks more like
$Lumentum(LITE)$ $Ruanyun Edai Technology Inc.(RYET)$ 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
$Lumentum(LITE)$ 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.