To The Moon

$Lumentum(LITE)$  Good news all around, and shorts still have to cover. The climb looks ready to continue, with 1100, then 1200, and eventually $2000 in sight.

$Lumentum(LITE)$  What Lite-On is doing aligns directly with the broader global semiconductor alliance. The partnership framework shows Lite-On is not building a standalone solution; it is using POET Technologies' patented Optical Interposer platform to serve the massive demands of hyperscale data centers. This creates a unified tech standard. Because POET's passive interposer acts as a universal docking station, optical modules built by Lite-On are mechanically and architecturally aligned to plug into the broader ecosystem, meaning they can route data to and from a TSM-fabricated chip, use lasers from Lumentum, and support power hardware designed by NVDA. It is a massive advantage that independent U.S. designer

$Lumentum(LITE)$ Liking the move off the VPOC. 1000 and ATH could be the next targets.

$Lumentum(LITE)$  Same micro cup and handle pattern she made earlier at 910. When she bounced off the 20 SMA and took off.

$NVIDIA(NVDA)$ $Coherent(COHR)$ $Lumentum(LITE)$  $AXT Inc(AXTI)$ AXT supplies raw indium phosphide wafers, which then feed into Coherent and Lumentum for high-speed lasers and 1.6T transceivers. From there, NVIDIA and the hyperscalers deploy them across AI supercomputers and data centers.

$Lumentum(LITE)$ It could get a serious boost if Huang announces he put a couple more billion into LITE, or even just mentions LITE on the call. This one looks ready to move up.

$Cisco(CSCO)$ Momentum is running ahead of peers as the Secure AI Factory moves to rack-scale. Supermicro with Nvidia Vera Rubin, Silicon One, and Spectrum-X. 1.6T optics versus LITE. Canada sovereign cloud expansion. Micro futures give traders a clean hedge. Networking is becoming AI infrastructure. $NVIDIA(NVDA)$  $SUPER MICRO COMPUTER INC(SMCI)$ 

$YieldMax Semiconductor Portfolio Option Income ETF(CHPY)$ Not sure about everyone else, but I think this has been holding up well considering all the nonsense lately. NVDA earnings will definitely be interesting, and $Roundhill Memory ETF(DRAM)$  as well. We'll see how things go from here.

$Lumentum(LITE)$ Daniel Newman, CEO of Futurum Group, revised his AI data center capex estimate to $14 trillion by 2030. LITE should keep delivering blowout earnings at least through 2030. I see this pullback as a buying opportunity. The stock likely has a lot more upside from here.

$Roundhill Memory ETF(DRAM)$  $T-REX 2X Long DRAM Daily Target ETF(RAM)$ FOMO is coming back. Samsung is returning 79 billion to investors. How much of that will get reinvested? SK has 29 billion in buybacks. What more do you need?