To The Moon

$NEBIUS(NBIS)$ $Lumentum(LITE)$  $Applied Optoelectronics(AAOI)$ $Coherent(COHR)$ $AXT Inc(AXTI)$ I added to my position yesterday and plan to keep adding today. $NVIDIA(NVDA)$  earnings are coming up soon.

$Lumentum(LITE)$  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 coming after he took office for his second term in January 2025, based on data compiled by investment research firms like CFRA.

$Coherent(COHR)$ No love today. It will catch up eventually. Cash always finds its way around. But that's part of why I also own LITE. Twin turbo.

$Rocket Lab USA, Inc.(RKLB)$ Just won a place on a $981M Space Force program. Worth noting for $Palantir Technologies Inc.(PLTR)$  holders as well: government work was 54% of Palantir's 2025 revenue, and it is the same defense budget writing both checks. $AST SpaceMobile, Inc.(ASTS)$  also earns all of its current revenue from US government contracts. I hold all three; my briefing tool connected the dots.

$POET Technologies Inc(POET)$ It is photonics season. $Marvell Technology(MRVL)$  $Lumentum(LITE)$  $Coherent(COHR)$  $Applied Optoelectronics(AAOI)$ 

$SUPER MICRO COMPUTER INC(SMCI)$ 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.