To The Moon

$Lightwave Logic, Inc.(LWLG)$ $Marvell Technology(MRVL)$ $Lumentum(LITE)$ Marvell looks like it's going to own the whole stack. Plasmonics is on Marvell's roadmap, and from what I can see it's confirmed as powered by LWLG material.

$Lumentum(LITE)$ Tech stocks are rallying as SK Hynix adds to the AI optimism. SK Hynix posted a 632% jump in Q3 operating profit to $62.8B, and that gave a lift to AI-linked names across the board. Samsung, Kioxia, and TSMC also moved up. Asian tech firms surged after SK Hynix delivered blockbuster earnings, which helped restore confidence in the AI trade ahead of results from Microsoft and Alphabet. The sector had wobbled recently on renewed concerns about heavy investment spending, profitability, and balance sheets, but AI-linked stocks are back on the front foot now. SK Hynix, which has been at the center of the chip boom, said third-quarter operating profit soared 632 percent to $62.8 billion on explosive demand for its advanced semicond

$Lumentum(LITE)$ Lite has been called a preferred long-term sector leader, with checks pointing to no slowdown in optical and networking demand.

$Lumentum(LITE)$ The stock is building a base above its recent low, which could serve as a platform for recovery.

$Lumentum(LITE)$  The stock is holding above a nearby support level, which is an encouraging sign for anyone tracking this name.

The next 2 weeks are very important for AAOI. $Microsoft(MSFT)$  and $Alphabet(GOOGL)$  report earnings this Wednesday, and $Amazon.com(AMZN)$  reports this Thursday. Two of them are $Applied Optoelectronics(AAOI)$  customers. $Lumentum(LITE)$  and $Applied Optoelectronics(AAOI)$  report next week. $Applied Optoelectronics(AAOI)$  will soon be either below $50 or above $120. I'm hoping for the latter.

$Lumentum(LITE)$ Capacity is sold out through 2028, which gives $Applied Optoelectronics(AAOI)$  a real opportunity to raise prices while that setup lasts.

$Lumentum(LITE)$  If this crosses $794, near the premarket high, it could run toward $850. Money appears to be rotating out of Dow components and into risk.

$Lumentum(LITE)$ The most followed narrative on Lumentum Holdings puts fair value at $5,085.95 against a last close of $752.54, which implies a large valuation gap that the market has not yet closed.

$Lumentum(LITE)$  Big tech names are getting hit hard over AI infrastructure spending. LITE sells AI infrastructure. Easy money.