To The Moon

$Lumentum(LITE)$  This is wild. Demand is through the roof. Is the narrative now that the bar is simply too high for them to meet expectations? That's total nonsense. This is the next generation of data center connectivity with plenty of runway left. I'd guess this is just fallout from AVGO being down.

$Lumentum(LITE)$ It keeps playing out the same way: Broadcom, Cigna, HPE, CSCO, NVDA, basically every company supplying data centers is reporting strong results and guiding for solid growth ahead. The ones actually cashing checks are the ones I'm watching.

$Palantir Technologies Inc.(PLTR)$ Can we push toward $225 now, or do we need to wait until the first week of November?

$Palantir Technologies Inc.(PLTR)$  Former Ukrainian Defense Minister Mykhailo Fedorov is launching a defense technology company backed by Palantir CEO Alex Karp, as the former government official looks to turn Ukraine's wartime technology experience into products for Kyiv and its allies.

$Palantir Technologies Inc.(PLTR)$ Palantir just landed a new U.S. Army TITAN production contract. The Army awarded them a prime agreement to produce and deliver 8 TITAN ground station systems, 4 Advanced and 4 Basic, along with additional technology integration and operational fielding work. TITAN is the Army's next-generation AI/ML-powered deep-sensing platform that pulls data from space, high-altitude, aerial, and terrestrial sensors to generate targeting intelligence for mission command and long-range precision fires. Palantir is the prime contractor on this, handling manufacturing, delivery, and the software behind TITAN. Partners include Anduril, L3Harris, Sierra Nevada, Strategic Technology Consulting, and World Wide Technology. Palant

$Lumentum(LITE)$ Now CSCO is putting up data center numbers that are hard to ignore. The market still seems slow to recognize that data centers aren't going away, and neither is the spending behind them.

$Lumentum(LITE)$ My granddad used to say about land — buy yourself rich. I did that, and he was right. It's what's allowed me to mess around in these crazy stock market games for so many years, and it's been fun. I've been long this stock mostly by accident, going all the way back to the JDSU days before it became LITE and VIAV. Now it's turned into an absolute windfall in my retirement years. Luck was on my side with this one. I've never sold a share and I'm still blessed to be here. I think we easily hit that 1100 mark this year or more, and 1200 or more in the first quarter of 27. Just my opinion, and I'm certainly no professional stock picker, so pay me no mind. But I did stay at a Motel 6 recently.

$Lumentum(LITE)$ 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.