LITE Lumentum Holdings Inc

LITE, COHR, AAOI, POET Rise Overnight After Lumentum CEO Says Optical Parts Are ‘Completely Sold Out’ Through Early 2029 $LITE $COHR $AAOI $POET https://stocktwits.com/news/equity/markets/lite-cohr-aaoi-poet-rise-overnight-after-lumentum-ceo-says-optical-parts-are-completely-sold-out-through-early-2029/cZD6aeMRBVQ

$LITE jumped 6% after the company’s CEO Michael Hurlston said that Lumentum’s optical components are sold out through 2029. He said Lumentum will struggle to meet as much as 70% demand for some products through next year

$LITE following the big money moves here into tomorrow. Good luck 🍀 all opening at the ask

$LITE Probably last of the short squeeze. This has 100B market cap up here, that is as $COHR and $CIEN COMBINED while it has half the revenue of CIEN OR COHR and barely 400M NET INCOME.

$LITE No share buyback and no dividend. This stock doesn’t help investors all all and dilutes, doesn’t matter if their sales grow. Overbought.

$LITE Do not listen to the ceos what they say to the media because I guarantee you that they can not forcast two quarters from this quarter because nothing is guaranteed the future of their business in this environment higher inflation and interest rate war tariff on and on so please be careful with your hard earned money

$LITE please do not listen to the hype of the ceo we are sold out until 2028 all these contracts are not guaranteed and are subject to cancellation.I used to work in the semiconductor industry for over 20yrs.All of these contracts subject to cancellation and I have been with JDs uniphase since 1998 and crashed lots of investors and colleagues lost everything investing in JDs uniphase because lite was part of JDs uniphase so please be careful with your hard earned money

$LITE now that OpenAI crap is settled because a typing error this will have its day near the sun 10-15% run coming $SPY $NVDA $META $MU

$LITE Usually stocks too far from their daily 9 EMA revert back to it. The ones in the red are the most far away.

$LITE SELL SELL SELL sector correction and new Chinese superconductor conductor over the table .

$LITE Loading up on shorts it struggles to close $1k in monthly candle. Over priced stock. I smell accounting manipulation. Watch out for a short report

$LITE Don't chase guys, you are gonna get your ass handed to you if you do. Just buy pull backs on this one and have some patience and conviction. I don't know how long they are gonna rejecting this at 1k but once they decide to let it go, it's gonna be epic.

$LITE Lumentum is completely sold out through early 2029, per CEO Michael Hurlston in a Bloomberg interview in Tokyo on Friday. One level down: in April he said the order book would fill through 2028 within two quarters. Six months later the horizon pushed out again. Demand outran the company's own forecast. He expects a 30 percent shortfall for some products through 2028 and said Lumentum cannot meet demand for others through next year. Set that against the OFC guideposts: 2 billion dollars of quarterly revenue (8 billion annualized) within 18 to 24 months. Demand is not the constraint on that target. Capacity is.

$LITE Holy shit. This guy below message much….we get it bro. You are shitting your pants because you shorted but posting 100 messages all through the night will not change anything. Go get some sleep and it is not closing at 1040 today. It is actually green and the market is red. So no, none id your targets are going to hit today, this week or this year.

$LITE + gamma and broke the swing high. A close above has next move to 1157.91. Support now 1049.53

$LITE an volatile 2 days to 10/2 expiry - stock might be able to break 1000 .. and then retrace back to 910... The open interest in calls seems to be just too much

Oversold Photon stocks to buy ahead of the rebound: $LITE $COHR and $MXL Another to watch to buy on this dip is MRVL

$LITE If you got shaken out yesterday, I don't know what to tell you. Clearly the level now to watch is 1000 and once we trade above that level 1080 comes very quickly.

$LITE - time for puts ,,, 10/2 sold a 865 puts at 19.80 - Breakeven at 845 .. happy to get assigned..!! LITE 10/2 - Expiry [Max Pain 10/2 - 915 ] 9/25 - $941.65 [ Snapshot] Options - $882.24 - $1001.06 Position - LONG

$LITE sold out through 2029… but is this the $ORCL playbook? 🚨 > CEO says optical components are sold out through early 2029, but bringing new laser fabs online takes 3+ years. > • The Bull Case: Unprecedented AI backlog & multi-year revenue visibility. > • The Bear Case: Massive upfront CapEx, 3-year buildout lead times, and margin squeezes before 2029 revenue actually hits. > Is the market underestimating the cash-burn and execution risk during this 3-year ramp, or is the backlog enough to keep pumping? > #LITE #ORCL #AI #Semiconductors #Stocks