$Lumentum(LITE)$ Coherent is the picks-and-shovels play for data center optics, lasers, and transceivers moving data in and between DCs. It extended higher into the after-close print on Tuesday, riding a strong week driven by headlines around China transceiver restrictions. The structure should hold if it stays a leader here. I'm not touching it before earnings — but I'm expecting clean guidance. A weekly close above 900 opens the door to 1200+.
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