🌟🌟🌟Is the Optics drop a Gol

🌟🌟🌟Is the Optics drop a Golden Pit or a Valuation Overdraft? Both $Lumentum(LITE)$ & $COHERENT(COHR)$ have just dropped phenomenal earnings reports, completely obliterating Wall Street expectations. But instead of celebrating, both stocks dropped post earnings.

The Golden Pit Short Term Washing: This pullback is a gift from the financial gods - a classic textbook Sell the News shakeout. It is meant to transfer shares from panicked short term traders into the hands of disciplined investors.

The Valuation Overdraft Warning: Investors have bid LITE & COHR to mythical multiples ahead of reports, pricing in absolute perfection for the next 3 years. It is a high Capex game where hyperscalers can pit suppliers against each other to crush margins by 2028.

The Verdict: Don't Panic. The demand for Optics is rock solid. Market is just taking a breather to wash out the leveraged traders.

Utilise Dollar Cost Averaging to buy into the Golden Pit. @Tiger_comments @TigerStars

The boss asked me to issue coins

Hello everyone! Today is the eve of the "US Stock Earnings Week War", and it is also the first day of this tiger! To be honest, the boss stuffed a pocket of tiger coins as soon as he entered the office, and gave a death order: "If you can't finish it in a month, don't think about getting off work!" In order to get off work early and eat hot pot, I will hold fresh topics here every day and wait for everyone. As long as you dare to talk, I dare to send it! Look directly at today's hot discussion 👇 🔥 The Nasdaq 100 fell 1.1%. Should the Fed FOMC + Big Four be safe from earnings week?

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

zuzu99
08-14 17:33
zuzu99
800G still feels early to me, panic selling here looks rushed. If margins really crack, why are orders still this strong
1PC
08-14 18:11
1PC
Nice Sharing 😁 @JC888 @Barcode @Shyon @Aqa @DiAngel @Shernice軒嬣 2000

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Should the Fed FOMC + Big Four be safe from earnings week? ","image":"https://community-static.tradeup.com/news/e052723fe2e3eb2bf5ba2a6e88325e8c"}],"images":[{"img":"https://community-static.tradeup.com/news/68a99d6c4edfbe9216a22e40194bec93"}],"coverImages":[{"img":"https://community-static.tradeup.com/news/68a99d6c4edfbe9216a22e40194bec93"}],"title":"","html":"<html><head></head><body>🌟🌟🌟Is the Optics drop a Golden Pit or a Valuation Overdraft?&nbsp; Both <a href=\"https://ttm.financial/S/LITE\"> $Lumentum(LITE)$ </a>&amp; <a href=\"https://ttm.financial/S/COHR\"> $COHERENT(COHR)$ </a>have just dropped phenomenal earnings reports, completely obliterating Wall Street expectations.&nbsp; But instead of celebrating, both stocks dropped post earnings.\n\nThe Golden Pit Short Term Washing:&nbsp; This pullback is a gift from the financial gods - a classic textbook Sell the News shakeout.&nbsp; It is meant to transfer shares from panicked short term traders into the hands of disciplined investors.\nThe Valuation Overdraft Warning:&nbsp; Investors have bid LITE &amp; COHR to mythical multiples ahead of reports, pricing in absolute perfection for the next 3 years.&nbsp; It is a high Capex game where hyperscalers can pit suppliers against each other to crush margins by 2028.\nThe Verdict: Don't Panic.&nbsp; The demand for Optics is rock solid.&nbsp; Market is just taking a breather to wash out the leveraged traders.\nUtilise Dollar Cost Averaging to buy into the Golden Pit.<a href=\"https://ttm.financial/U/3501196737273098\"> @Tiger_comments </a><a href=\"https://ttm.financial/U/9000000000000149\"> @TigerStars </a> <t-t type=\"img\" src=\"https://community-static.tradeup.com/news/68a99d6c4edfbe9216a22e40194bec93\"></t-t></body></html>","htmlText":"<html><head></head><body>🌟🌟🌟Is the Optics drop a Golden Pit or a Valuation Overdraft?&nbsp; Both <a href=\"https://ttm.financial/S/LITE\"> $Lumentum(LITE)$ </a>&amp; <a href=\"https://ttm.financial/S/COHR\"> $COHERENT(COHR)$ </a>have just dropped phenomenal earnings reports, completely obliterating Wall Street expectations.&nbsp; But instead of celebrating, both stocks dropped post earnings.\n\nThe Golden Pit Short Term Washing:&nbsp; This pullback is a gift from the financial gods - a classic textbook Sell the News shakeout.&nbsp; It is meant to transfer shares from panicked short term traders into the hands of disciplined investors.\nThe Valuation Overdraft Warning:&nbsp; Investors have bid LITE &amp; COHR to mythical multiples ahead of reports, pricing in absolute perfection for the next 3 years.&nbsp; It is a high Capex game where hyperscalers can pit suppliers against each other to crush margins by 2028.\nThe Verdict: Don't Panic.&nbsp; The demand for Optics is rock solid.&nbsp; Market is just taking a breather to wash out the leveraged traders.\nUtilise Dollar Cost Averaging to buy into the Golden Pit.<a href=\"https://ttm.financial/U/3501196737273098\"> @Tiger_comments </a><a href=\"https://ttm.financial/U/9000000000000149\"> @TigerStars </a> <t-t type=\"img\" src=\"https://community-static.tradeup.com/news/68a99d6c4edfbe9216a22e40194bec93\"></t-t></body></html>","text":"🌟🌟🌟Is the Optics drop a Golden Pit or a Valuation Overdraft? Both $Lumentum(LITE)$ & $COHERENT(COHR)$ have just dropped phenomenal earnings reports, completely obliterating Wall Street expectations. But instead of celebrating, both stocks dropped post earnings. The Golden Pit Short Term Washing: This pullback is a gift from the financial gods - a classic textbook Sell the News shakeout. It is meant to transfer shares from panicked short term traders into the hands of disciplined investors. The Valuation Overdraft Warning: Investors have bid LITE & COHR to mythical multiples ahead of reports, pricing in absolute perfection for the next 3 years. It is a high Capex game where hyperscalers can pit suppliers against each other to crush margins by 2028. The Verdict: Don't Panic. The demand for Optics is rock solid. Market is just taking a breather to wash out the leveraged traders. Utilise Dollar Cost Averaging to buy into the Golden Pit. @Tiger_comments @TigerStars","highlighted":1,"essential":1,"paper":1,"likeSize":12,"commentSize":2,"repostSize":18,"favoriteSize":0,"link":"https://ttm.financial/post/596532748624816","repostId":0,"isVote":1,"tweetType":1,"viewCount":417,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["COHR","LITE"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":true,"length":824,"optionInvolvedFlag":false,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ORIG"},"commentList":[{"id":596677921846744,"commentId":"596677921846744","gmtCreate":1786700012483,"gmtModify":1786704185772,"authorId":9000000000000415,"author":{"id":9000000000000415,"idStr":"9000000000000415","authorId":9000000000000415,"name":"zuzu99","avatar":"https://static.tigerbbs.com/2ee73f2c992a647da3546f67241e0cdf","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":596532748624816,"objectIdStr":"596532748624816","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"800G still feels early to me, panic selling here looks rushed. If margins really crack, why are orders still this strong","text":"800G still feels early to me, panic selling here looks rushed. If margins really crack, why are orders still this strong","html":"800G still feels early to me, panic selling here looks rushed. 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