$SanDisk Corp.(SNDK)$ big boys cash out  Leopold Aschenbrenner’s AI hedge fund, Situational Awareness, faced a severe July collapse after concentrating over 56% of its portfolio in SanDisk (SNDK) and Micron Technology while using heavy leverage. 📉 The Blow-Up • Massive Concentration: SanDisk and Micron made up over half the fund. • July Plunge: SanDisk dropped roughly 43% to 47% in July. • Margin Pressure: Falling chip prices triggered forced liquidations and a bailout by Citadel

I’m leaning A — $LITE 🔥 The combination of CPO, OCS and rising optical bandwidth demand makes this one of the more interesting AI-infrastructure stories to watch. Lumentum has also reported strong growth, with FY2026 revenue up 83% YoY, while NVIDIA’s $2B investment and multi-year purchase commitment add another layer of visibility. But the bigger question is Q2: Could optics become the next memory-style structural cycle? 👀 If AI clusters keep scaling, the bottleneck isn’t just compute — it’s moving data fast enough between the chips. That makes optical connectivity a theme I’m watching closely for the next 2–3 years.

The three indices closed Wednesday along two different paths. The $Dow Jones(.DJI)$ fell 1.21 per cent to 51,461.90, losing 631.21 points on the day; the $S&P 500(.SPX)$ closed 0.45 per cent lower at 7,551.81, a third consecutive fall; and the $NASDAQ(.IXIC)$ Composite barely moved, closing 0.01 per cent lower at 25,978.42. The Federal Reserve raised rates by 25 basis points that afternoon. All three had been higher before it did, and the turn began with the decision and the press conference. The target range for the federal funds rate went up to 3.75-4 per cent, from 3.5 per cent to 3.75 per cent before, with

Lumentum jumped 9.59%, while AXT gained 11.44%, Semtech 11.03%, Coherent ~6% and Marvell 3.61%. But here’s the interesting part: there wasn’t a major new catalyst. No fresh guidance. No big order announcement. No earnings surprise. No major rating change. So why the sudden reversal? 🔹 AI infrastructure demand hasn’t disappeared. Data still has to move between GPUs, servers and data centers — and optical networking sits right in that path. 🔹 The sector had been heavily sold. That creates room for short covering and dip buyers, especially when the long-term AI infrastructure story remains intact. 🔹 But demand vs. positioning matters. If the same fundamentals existed while these stocks were falling last week, today’s rally may tell us more about positioning than a sudden improvement in busine

Optical networking just had a serious comeback — but there’s one thing bothering me: There wasn’t a major headline driving it. Lumentum jumped nearly 10%, while AXT, Semtech, Coherent and Marvell also moved higher. The obvious AI argument is still there: 🤖 More AI data centers 📡 More data moving between GPUs ⚡ Higher bandwidth requirements 🔌 Optical connections becoming increasingly important But if the fundamentals were already bullish last week, why did these stocks sell off then? That makes me question whether Wednesday’s move was primarily: A) New demand expectations B) Short covering + dip buying C) Rotation back into AI infrastructure D) A combination of all three I’m watching volume and whether these stocks can hold the gains over the next few sessions. A one-day rebound is a trade.

Is $Lumentum(LITE)$ experiencing an $NVIDIA(NVDA)$ Moment? When the AI boom really began after the release of ChatGPT, Nvidia saw the demand for its AI GPUs explode. A graph of green bars AI-generated content may be incorrect. From 2022 to 2026, Nvidia’s data center business grew 18x in just 4 years, to nearly $200B! As we are reaching the limits of what current technologies can achieve, Nvidia has invested billions in its suppliers to help them develop technologies critical for making AI better, faster, and cheaper. $2B went to the company we are covering today, Lumentum! Lumentum is a technology company that specializes in photonics, a field that is enabling the shift from electrical signals to light-ba

🌟🌟🌟Both $Lumentum(LITE)$ and $COHERENT(COHR)$ are currently primary beneficiaries of the AI optics supercycle with NVIDIA investing USD 2 billion in each to secure long term capacity for AI data centers. LITE is often viewed as pure play for the next phase of optical networking.   It is the clear market leader in Optical Circuit Switching.   Lumentum's revenue grew 65% YoY in early 2026 & is projected to grow nearly 77% for the full year. Coherent is the powerhouse of the industry, offering a massive vertically integrated manufacturing footprint. COHR is more diversified with a large industrial

$Lumentum(LITE)$  reducing to ashes. Insiders know it best. Reaping max benefits from it's high iv Big boys cash out risk off now  

I’m leaning more toward Lumentum Holdings Inc. here. The upside is compelling with CPO and OCS shifting into real 2H 2026 revenue, not just future optionality. This feels similar to early memory re-rating — the market is still catching up to how fast AI-driven demand is scaling. I’m willing to sit through volatility for that potential rerating. That said, Coherent Corp. is a cleaner, more balanced play. Its broader exposure and better demand visibility make it more resilient if macro conditions turn volatile, while LITE remains the higher-beta, higher-upside bet. Overall, I do think optical modules are becoming a structural theme for the next few years. Signals from Optical Fiber Communication Conference and memory pricing confirm that AI infrastructure demand is now fully translating int

【Voting Post】$SanDisk Corp.(SNDK)$ selling calls . Everytime news say it's shooting up, means big brothers letting go. 

I recall seeing that memory producers can produce more, but do not want to because they expect the AI bubble to bust and therefore have an excess glut. I wonder if optics have that outlook too because you don't want to be caught holding on to too much material when most companies go under and then be unwillingly caught in the dominoes falling. Honestly do not comprehend how the competition is not thinning out, especially with the fact that profitability is a huge issue that every company is kicking down the road and energy took a big hit.

Hi 

JPM, Goldman, the OFC data: The AI infrastructure buildout is accelerating, not slowing. CPO and OCS are no longer 2028 stories — they're 2H 2026 revenue. The market is still pricing these companies like boring legacy optical hardware companies. That's the mispricing. Memory started repricing six months ago. Optical is repricing now.

That's great. All the best. Hope it can make it.😊