a9032
09-09 23:03

$Lumentum(LITE)$  I'm still long, but I'll likely start trimming around 1050-1090 and setting stops near 980. Operating margins and revenue compounding still support the growth trajectory through 2029 for now. That said, a lot of growth is already priced in. If margins shift, I'd expect a sharp repricing. Momentum still leans bullish.

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