$Lumentum(LITE)$ No surprise here. LITE has had a parabolic move so far, took a breather, and is now back at the 960 resistance. The next leg up should come after the stock split.
$SanDisk Corp.(SNDK)$ Honestly, it's only going up over the long term, no matter how many keep trying to sabotage it. The numbers speak for themselves, and they're genuinely out of this world.
$CoreWeave, Inc.(CRWV)$ All signs seem to point to a blowout earnings this time, with a strong backlog number, robust guidance, and hopefully more details on the Anthropic deal. Those bullish upgrades averaging in the $150s might actually be on the conservative side. Coreweave could be in the $170s in the near future.
$CoreWeave, Inc.(CRWV)$ It'll probably stay in a $105-$115 range until earnings. I'm expecting positive results overall this time, with solid guidance as well. They'll most likely share the details of the Anthropic deal too, which should give it an extra boost as a strategic move for the outlook.
$Lumentum(LITE)$ Lumentum Holdings (LITE) has been a success story on Wall Street this year, up 128.4% in 2026. The stock also shows an outstanding 1,303.2% year-over-year lead and has held support around the $800 level after easing back from its April 9 record high of $960. What's more, the shares are flashing a historically bullish signal ahead of the company's fiscal third-quarter earnings report, which is due after the close on Tuesday, May 5.
$POET Technologies Inc(POET)$ IMO might jump. APH bought a 10 billion Commscope (VISN) asset for AI data centers. POET could be bought out. There's a race to grab AI optical tech. I think any product with AI juice sells at a premium.