To The Moon

$Lumentum(LITE)$ This thing just popped 10 points on 500 shares. Whoever's been short this lately has my sympathy.

$LightPath(LPTH)$ Could run up soon. If $Lumentum(LITE)$  and $Micron Technology(MU)$  are making a bull run, which they are, this will likely follow.

$Lumentum(LITE)$ What Lite-On is doing aligns directly with the entire global semiconductor alliance. The partnership framework shows Lite-On is not building a standalone solution; it is using an independent CosTech 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, the optical modules built by Lite-On are mechanically and architecturally aligned to plug perfectly into the broader ecosystem, meaning they can easily route data to and from a $Taiwan Semiconductor Manufacturing(TSM)$ -fabricated chip, utilize lasers from Lumentum, and power hardware

$Palantir Technologies Inc.(PLTR)$ Dario and Benioff were pushing safety and privacy so hard that it felt a lot like what Palantir has been doing from the start.

From a recent Zacks piece: "Right now, year-over-year cash flow growth for Palantir Technologies is 665.2%, which is higher than many of its peers. In fact, the rate compares to the industry average of 9%." Still don't think $Palantir Technologies Inc.(PLTR)$  is worth its premium?

$Lumentum(LITE)$ Short sellers are trying their best to bring this down. Lite will be over $2,000 in the next few months. I bought Glob Life a couple of years ago when a Wall Street Journal hit piece came out and the stock dropped, and I've quadrupled my money. Lite will make big money for the foreseeable future, so I'm loading up.

$NEBIUS(NBIS)$ $Lumentum(LITE)$  $Applied Optoelectronics(AAOI)$ $Coherent(COHR)$ $AXT Inc(AXTI)$ I added to my position yesterday and plan to keep adding today. $NVIDIA(NVDA)$  earnings are coming up soon.

$Lumentum(LITE)$  As of August 2026, the S&P 500 has set roughly 74 all-time record highs since Donald Trump's reelection, with 64 of those record closes coming after he took office for his second term in January 2025, based on data compiled by investment research firms like CFRA.

$Coherent(COHR)$ No love today. It will catch up eventually. Cash always finds its way around. But that's part of why I also own LITE. Twin turbo.

$Rocket Lab USA, Inc.(RKLB)$ Just won a place on a $981M Space Force program. Worth noting for $Palantir Technologies Inc.(PLTR)$  holders as well: government work was 54% of Palantir's 2025 revenue, and it is the same defense budget writing both checks. $AST SpaceMobile, Inc.(ASTS)$  also earns all of its current revenue from US government contracts. I hold all three; my briefing tool connected the dots.