Celestica put up a strong quarter, with revenue up 83%, networking up 23% from the prior quarter on hyperscale switch programs, and a first look at 2027 of $40 billion versus $21 billion this year. The sequence stands out though. $Lumentum(LITE)$  ran 9%, $Coherent(COHR)$  6%, and $AXT Inc(AXTI)$  8% during the day before the number even came out, while Celestica itself slid 5%. After hours it jumped about 10%, with $Celestica(CLS)$  finally catching up to its own suppliers. Investor Day is at 8 AM, so the question is whether there's real follow through in $Applie

$Lumentum(LITE)$ Up 10.6% to 836.16, bounced hard off 756.00 but still well below the 20-day at 949.50. Holding 800 puts 878.90 in play next; losing it would mean the bounce loses steam.

$Lumentum(LITE)$ Nice to see this catch a bid. Was a little worried about my average cost there for a bit. Now hoping for a continuation through midterms and earnings. 1200 perhaps? We'll see. Would help if 47 keeps his yap closed and doesn't ruffle anything further.

$Lumentum(LITE)$ Lumentum Holdings shares moved higher in early trading after StoneX initiated coverage on the photonics and optical components company with a buy rating and a $1,200 price target. The new coverage adds to what is already a largely positive view from Wall Street analysts, with Lumentum currently holding 22 buy ratings.

Options flow is showing selective bullish positioning, mostly concentrated in AI, tech, and earnings-related setups. $Lumentum(LITE)$  has $2.79M in repeated call buying expiring October 30. The weekly alignment looks strong, which makes it one of the clearer short-term bullish signals in the flow. $Seagate Technology PLC(STX)$  shows $4.69M in October 30 $630 calls. That's aggressive positioning ahead of October 27 earnings. $Accenture PLC(ACN)$  has $543K in call buying, just 2% OTM, with four aligned bullish trades over the past week. $Alphabet(GOOG)$  shows $451K in November calls at 3% OTM. Bullish

$Lumentum(LITE)$ SK Hynix just announced a massive $12.1B dividend in the last hour. Guess there is huge demand for A.I. infrastructure after all.

AI photonic and optical names are trying to rebound from the recent selloff so far in the premarket. $Lumentum(LITE)$  $Applied Optoelectronics(AAOI)$  $Ciena(CIEN)$  $Corning(GLW)$  $Coherent(COHR)$ 

$Fabrinet(FN)$ Basically the factory floor for $NVIDIA(NVDA)$ , $Lumentum(LITE)$ , and COHR. No matter who wins the AI optics race, the money still flows through their assembly lines. A debt-free monopoly growing 40% a year at around 17.5x forward P/E after this washout looks like a gift ahead of the Nov 2 earnings.

$Lumentum(LITE)$  WDC beat and raised guidance, but the stock is getting hit over product-related questions. This kind of noise probably won't be an issue when LITE reports in two weeks.

$Lumentum(LITE)$ It's the broader AI and chip trade moving together, not something specific to LITE. Just needs some patience. When it bounces back, a lot of smart people are going to do well.

$Lumentum(LITE)$ Very bullish here. The reaction today feels like an overreaction. Smart money seems firmly in control, as it usually is. Meta just laid out the future of infrastructure, and it is locked in through 2029.

$Micron Technology(MU)$ $Lumentum(LITE)$ Another excellent buying opportunity at the opening. Hopefully it stays this way for a bit longer.

$Lumentum(LITE)$  Kudos to BoM and its directors, well timed.

The last time $Lumentum(LITE)$  tapped the 200DMA, it ran +56% in 9 trading days.

$Lumentum(LITE)$ All they need is one solid catalyst and this could rip to $1300+ imho. With the $NVIDIA(NVDA)$  $2B investment, something might come out soon.

The AI boom is real. I work in the semiconductor industry as a contractor for the two biggest OEM manufacturers. The demand is real. It will triple over the next 3 years. This is public information. Recently, the CEO of $Lumentum(LITE)$  confirmed that his company's capacity is sold out until the end of 2028. A lot of data centers are being built to support AI. $CoreWeave, Inc.(CRWV)$  is at the forefront of this buildup. These data centers are crucial for keeping an edge in AI infrastructure. For $CoreWeave, Inc.(CRWV)$ , the debt is very manageable. It has more than $100B in contracts and counting.

$Lumentum(LITE)$  In small, the reversal looks notable so far, up $66 from the morning lows. Going from red to green next, and a squeeze could potentially trigger.

$Lumentum(LITE)$ AI trading isn't going to change the long-term picture for photonics and computing. No reason to be concerned here. This still looks like a hidden gem.

$Lumentum(LITE)$ $SanDisk Corp.(SNDK)$  has been moving in a similar way on volatility, and the same AI supply-demand imbalance seems to be behind it. LITE is about half the size of SNDK, so I'd expect even larger price swings once it starts getting market attention.

$Lumentum(LITE)$ Small calls entry. This one moves fast and is very volatile. It has dropped more than $200 over the past few trading days, so it may be time for a reversal. When it gets directional, it can move over $100 points at a time.