$Lumentum(LITE)$  One analyst just bad mouthed LITE, noting that it's trading around 100x forward/non-GAAP earnings, meaning even good results can lead to selling for profit taking. That take is pretty frustrating.

$Lumentum(LITE)$  After a roughly 10% correction, it's normal to see a small slowdown the following day. I'm holding, and I think it's going to bounce very soon.

$Lumentum(LITE)$  Adding to my position. This kind of pullback is normal and completely healthy. It shakes out weak-handed longs while catching new short sellers off guard. I'm staying long.

$Lumentum(LITE)$  Price action has been pretty jacked up lately. There's a gap trade almost every day, lol. It will be fine. There's just a ton of anxiety out there, and the algos and MMs take advantage of it.

$Lumentum(LITE)$ We filled the gap and now the bears are out talking about rates and how debt will get paid. Maybe they should take a look at the balance sheet.

$SPDR S&P 500 ETF Trust(SPY)$ On most stocks with strong premarket news, profit taking stalled right above the prior close and is bouncing now. $NEBIUS(NBIS)$ , $Vertiv Holdings LLC(VRT)$ , $Generac(GNRC)$ , $Lumentum(LITE)$  and others are doing the same thing all over again.

$Corning(GLW)$ Heading to $160 by Friday. Someone bought a large block of $155 calls expiring this week. Just noting the setup looks very similar to LITE.

$Lumentum(LITE)$ With the short interest that built up over the past week and the ECOC coming up next week, I expect to see heavy short covering into Friday. Hoping we clear the 1030 level by Friday. Good luck to all longs.

$Palantir Technologies Inc.(PLTR)$ Alex is expected to appear on CNBC soon. He may show up alongside Scott Boatwright from Chipotle to discuss the partnership. QSR is a massive industry, and it is an area Palantir could penetrate really well.

$Lumentum(LITE)$  LITE Lumentum quarterly earnings came in at 1.10, 1.67, 2.40, and 3.23, with an estimate of 4.21 next. Quarter-over-quarter growth has been running at 52%, 44%, 35%, and 30%. That looks like a solid long-term setup to me.

$Palantir Technologies Inc.(PLTR)$ How could any investor in their right mind go after the #1 AI company on the planet that consistently scores home run after home run with blowout earnings every quarter. Even Burry is starting to come around, having sold all his December puts against it. This is a $300+ stock in 2027.

$Palantir Technologies Inc.(PLTR)$ This is a retirement stock. Bears will keep talking trash because patience isn't in their vocabulary. I've held since $19. Hold it for 15 years and call it a day. The Shawn Ryan podcast with PLTR pretty much solidified my stance.

$Lumentum(LITE)$ That pullback looks like a retest of the symmetrical triangle breakout.

$Lumentum(LITE)$  Lumentum jumped 11% in a day after two banks started coverage at Buy. Deutsche Bank's Gianmarco Conti initiated at Buy with a $1,200 target on August 31, making the case that the company wins under every architecture, whether pluggable transceivers persist or co-packaged optics take over. Evercore ISI's Amit Daryanani opened at Outperform with a $1,100 target the same week. The real driver behind the bullish notes is the order rate. Hurlston said the company's largest customer has increased their orders very significantly since the last earnings call, a huge uptick that gave management confidence to raise its 2028 outlook.

$Infleqtion(INFQ)$ Trust the process and look beyond the stock price action. Quantum computing and quantum sensing are now where $Palantir Technologies Inc.(PLTR)$  was after it dropped from $40 to $6. Big players are loading up cheap and will let this sector run when the time comes. The only edge you can have, like billionaire hedge funds, is getting in early and waiting for the thesis to play out. You never know when the big news will hit or when money will pour into the sector. Everything we're seeing now points to a future where, by 2030, quantum companies will be far more important than they are today. $IONQ Inc.(IONQ)$ 

$Rezolve AI(RZLV)$ Back around 2021, someone I knew kept talking up $Palantir Technologies Inc.(PLTR)$  and where it could go. They eventually got impatient and sold not long after for a small loss. The conviction was right, but the patience wasn't there. All they really had to do was sit back and wait. I don't plan on making that same mistake with RZLV.

$Lumentum(LITE)$ A lot of laser use tied to AI growth. Super bullish.

There's been a notable amount of flow going into $Palantir Technologies Inc.(PLTR)$  Dec 2027 $190 calls, and price is consolidating just above the weekly breakout level. Worth watching.

$Lumentum(LITE)$  is already at four digits and it's still holding the $978.54 open after Tuesday's optical/AI-optics strength. With the Verizon-Corning fiber read-through still in the tape, I'd need $978 to keep acting as the floor before leaning toward a retest of the $1,026.76 high; lose that open and this looks like a chase into the gap.

$Lumentum(LITE)$ AI infrastructure buildouts are leaning heavily on patented products and technologies from Lumentum Holdings (NASDAQ: LITE). As AI data centers move from traditional copper wiring to high-speed optical networks to remove bandwidth chokepoints, Lumentum's IP portfolio of over 1,000 patents has made it a key foundational layer for AI clusters.