$Lumentum(LITE)$ Large call buyer in Lumentum showed up near the open. 800 contracts printed at the $960 calls near the ask, roughly $818K in premium, with only 4 days left until expiration. Early options flow can tell a story before the move develops.
$Lumentum(LITE)$ Evercore ISI has initiated coverage on Lumentum with an Outperform rating and a $1,100 price target, citing AI optical demand and margin expansion. The firm's bullish stance is tied to AI optical growth, InP scarcity, and margin expansion driving long-term upside for the company.
$Lumentum(LITE)$ I'm bullish on gold and silver miners, and CDE is one of the names I follow closely. The reasoning behind that view is something I've covered elsewhere, though I can't repost the full breakdown here.
$Lumentum(LITE)$ Sandisk is being added to the MSCI World Index. Volume could run 3-5x normal and the move could be huge, with MU, WDC, and LITE all trading in sympathy. After a $60 down day, there could be a massive snapback. Up $80-100? If indications show $20-25 higher tonight, I might add more.
$Lumentum(LITE)$ What Lite-On is doing aligns directly with the entire global semiconductor alliance. The partnership framework shows Lite-On is not building a standalone solution; it is using an independent CosTech 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, the optical modules built by Lite-On are mechanically and architecturally aligned to plug perfectly into the broader ecosystem, meaning they can easily route data to and from a $Taiwan Semiconductor Manufacturing(TSM)$ -fabricated chip, utilize lasers from Lumentum, and power hardware
$Palantir Technologies Inc.(PLTR)$ Dario and Benioff were pushing safety and privacy so hard that it felt a lot like what Palantir has been doing from the start.
From a recent Zacks piece: "Right now, year-over-year cash flow growth for Palantir Technologies is 665.2%, which is higher than many of its peers. In fact, the rate compares to the industry average of 9%." Still don't think $Palantir Technologies Inc.(PLTR)$ is worth its premium?
$Lumentum(LITE)$ Short sellers are trying their best to bring this down. Lite will be over $2,000 in the next few months. I bought Glob Life a couple of years ago when a Wall Street Journal hit piece came out and the stock dropped, and I've quadrupled my money. Lite will make big money for the foreseeable future, so I'm loading up.