To The Moon

$Lumentum(LITE)$ Buy around $830, wait three days, sell around $930, wait three days, buy around $830 again, wait three days... rinse and repeat. Easiest money in the stock market.

$Lumentum(LITE)$  Caught a short CNBC interview with the LITE CEO today. He comes across as very confident. Glad to be holding this one long.

$Lumentum(LITE)$  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.