To The Moon

Hi Tigers 🐯, Welcome to "What the Tigers say." 👋Here's the move driving this week's tape: Lumentum surged 16.5% on May 8th, with the primary catalyst being its official inclusion in the $纳指100ETF(QQQ)$ index, as passive tracking purchases from index funds and ETFs concentrated on the rebalancing date.The photonics sector has seen valuation re-rating driven by AI data center optical interconnect demand, and index inclusion further amplified institutional inflow scale. Once the rebalancing is complete, passive buying might gradually fade, making fundamental self-sufficiency the core question for the stock. Is $Lumentum Holdings Inc.(LITE)$ still worth holding after the index inclusion effect is absorbed?That

$SanDisk Corp.(SNDK)$ mother of all crashes coming $Lumentum(LITE)$  just watch and thank me later 

Lumentum Holdings joining the NASDAQ-100 does create a genuine short-term technical catalyst because passive ETFs and benchmark-tracking funds are effectively forced buyers. That can extend momentum into and shortly after inclusion. But historically, index inclusion rallies often become “buy the rumour, sell the news” events once passive positioning is completed. If valuation stretches too far ahead of fundamentals, post-inclusion volatility can arrive quickly. Meanwhile, Applied Optoelectronics showed the market is no longer rewarding “AI exposure” alone. Expectations in optical networking have become extremely demanding: Investors now expect visible hyperscaler orders, sustainable margins, and strong forward guidance simultaneously. Within opticals, I would separate the sector into two g

Find out more here:Tiger BOSS Debit Card Epic Rewards Refer More Earn More!

Great analysis. It’s wild to see an 11% drop despite record revenue ($808.4M) and a massive operating margin expansion. With the $2 billion Nvidia investment now on the balance sheet, this feels more like a technical 'buy the news' pullback than a change in the AI narrative. I’m viewing this dip as a solid entry point for the long term

Uytgfrghhgbhngrrg trfbjjgfgbddfvhcgjkv

$Tesla Motors(TSLA)$  gone .sold at took profit 

$Lumentum(LITE)$  plan buy back at 850 after selling at 1010 

$Lumentum(LITE)$  not trying to brag but.. big boys having party on yacht and popping champagne now. $SanDisk Corp.(SNDK)$ . Follow me for more signals. Insiders know it best 

$Lumentum(LITE)$ Honestly, the earnings on the latest call were nearly exactly what they forecast on the last call. I, for one, appreciate the great guidance. If this forecast is right again next quarter, we long-term holders will be very happy. These big swings just seem to be part of doing business in this sector. I only wish other companies I hold stock in were as good at forecasting, lol.

$COHERENT(COHR)$  sell COHR at near 354 as it will fall after earnings similar to LITE...

$SanDisk Corp.(SNDK)$ $Lumentum (LITE.US)$ congrats to all who saw 1000 as the sell signal. couldn't break 3 times Insiders know it best 

$Lumentum(LITE)$  bearish engulfing . Steam has ran out after injecting 300 mill   Third time hitting 1000 but rejected spells trouble 

$Lumentum(LITE)$ is transitioning from a cyclical telecom component maker to a high-margin, vertically integrated systems provider for the AI "Giga-factory" era. 1. 📊 Financial Scorecard: Growth & Efficiency Revenue: $808.4M (+90.1% YoY) — Record quarter. Non-GAAP EPS: $2.37 (Beat consensus of $2.26). Operating Margin: 32.2% (Up from ~11% last year). This 2,140 bps expansion signals extreme operating leverage—profits are growing much faster than revenue. Q4 Guidance: Explosive outlook of $960M–$1.01B revenue. 2. 🤝 The "Nvidia Factor" & War Chest Lumentum’s balance sheet was transformed this quarter by a $2 billion strategic investment from Nvidia. Cash Position: Increased to $3.17B. The Moat: Nvidia isn't just a customer; they are a partne

Hi Tigers 🐯, Welcome to "What the Tigers say." 👋Here's the move driving this week's tape: Lumentum surged 16.5% on May 8th, with the primary catalyst being its official inclusion in the $纳指100ETF(QQQ)$ index, as passive tracking purchases from index funds and ETFs concentrated on the rebalancing date.The photonics sector has seen valuation re-rating driven by AI data center optical interconnect demand, and index inclusion further amplified institutional inflow scale. Once the rebalancing is complete, passive buying might gradually fade, making fundamental self-sufficiency the core question for the stock. Is $Lumentum Holdings Inc.(LITE)$ still worth holding after the index inclusion effect is absorbed?That

Lumentum Holdings joining the NASDAQ-100 does create a genuine short-term technical catalyst because passive ETFs and benchmark-tracking funds are effectively forced buyers. That can extend momentum into and shortly after inclusion. But historically, index inclusion rallies often become “buy the rumour, sell the news” events once passive positioning is completed. If valuation stretches too far ahead of fundamentals, post-inclusion volatility can arrive quickly. Meanwhile, Applied Optoelectronics showed the market is no longer rewarding “AI exposure” alone. Expectations in optical networking have become extremely demanding: Investors now expect visible hyperscaler orders, sustainable margins, and strong forward guidance simultaneously. Within opticals, I would separate the sector into two g

$SanDisk Corp.(SNDK)$ mother of all crashes coming $Lumentum(LITE)$  just watch and thank me later 

Find out more here:Tiger BOSS Debit Card Epic Rewards Refer More Earn More!

$Lumentum(LITE)$ is transitioning from a cyclical telecom component maker to a high-margin, vertically integrated systems provider for the AI "Giga-factory" era. 1. 📊 Financial Scorecard: Growth & Efficiency Revenue: $808.4M (+90.1% YoY) — Record quarter. Non-GAAP EPS: $2.37 (Beat consensus of $2.26). Operating Margin: 32.2% (Up from ~11% last year). This 2,140 bps expansion signals extreme operating leverage—profits are growing much faster than revenue. Q4 Guidance: Explosive outlook of $960M–$1.01B revenue. 2. 🤝 The "Nvidia Factor" & War Chest Lumentum’s balance sheet was transformed this quarter by a $2 billion strategic investment from Nvidia. Cash Position: Increased to $3.17B. The Moat: Nvidia isn't just a customer; they are a partne

Great analysis. It’s wild to see an 11% drop despite record revenue ($808.4M) and a massive operating margin expansion. With the $2 billion Nvidia investment now on the balance sheet, this feels more like a technical 'buy the news' pullback than a change in the AI narrative. I’m viewing this dip as a solid entry point for the long term

$Tesla Motors(TSLA)$  gone .sold at took profit 

Uytgfrghhgbhngrrg trfbjjgfgbddfvhcgjkv

$Lumentum(LITE)$  not trying to brag but.. big boys having party on yacht and popping champagne now. $SanDisk Corp.(SNDK)$ . Follow me for more signals. Insiders know it best 

$Lumentum(LITE)$  plan buy back at 850 after selling at 1010 

$Lumentum(LITE)$ Honestly, the earnings on the latest call were nearly exactly what they forecast on the last call. I, for one, appreciate the great guidance. If this forecast is right again next quarter, we long-term holders will be very happy. These big swings just seem to be part of doing business in this sector. I only wish other companies I hold stock in were as good at forecasting, lol.

$COHERENT(COHR)$  sell COHR at near 354 as it will fall after earnings similar to LITE...

$SanDisk Corp.(SNDK)$ $Lumentum (LITE.US)$ congrats to all who saw 1000 as the sell signal. couldn't break 3 times Insiders know it best 

$Lumentum(LITE)$  bearish engulfing . Steam has ran out after injecting 300 mill   Third time hitting 1000 but rejected spells trouble