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

AI - Opticals had a monster gains in the past 52 weeks. The last column on the right is % up from the 52 week low. The second to last column is the % down from the 52 week high. You can see $LITE gained the most at it's near ATH. $AAOI $MVL.X $COHR also had monster gains as well, although they've pulled back a good chunk from the high. $QQQ

The AI boom is real. I wol in the semiconductor industry in the SF Bay area in a contractor for the biggest 2 OEM manufacturers. The demand is real. It will tripple during the next 3 years. This is a public information. Recently, The CEO of $LITE has confirmed that his company 's capacity is sold out until the end of 2028. Alot of data centers are being built to support AI. $CRWV is at the forefront of this build up. These data centers are crucial for keeping America 's edge over its rivals in the AI / SI. For $CRWV debit it is very manageable. It has more that $100B in contracts and counting.

$LITE they’re defending their position with synthetic shares but wait until that fires back 🧨🧨🧨🧨⏱️.. they have this shorted 6X over 😂

$LITE As soon as it breaks above $900 should start gravitating towards a $1000 mark. This is not just any name, has $NVDA backup and jumped to $1,140 just few days ago, pulled back some and now reversing.

$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 I didn't buy it but was watching it for long. I knew 5% down would happen but never thought they pulled up to ATH overnight and dumped 10% during the day. Wall Street is bloody evil.

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

$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 AI trading will have no effect on the long term prospect of photonics and computing. Do not worry. This is a hidden gem.

$LITE how the fuck they can drop these 10-12% in a day on no news!!! Is CXMT making optical connect too? LITE is not required anymore??? What a fucking joke

$LITE Hundreds of billions of dollars spent on data centers and nobody knows if it’s ever going to work out. It’s also quite irresponsible for the large companies to throw away so much money. Oracle is a good example. The money they borrowed to build the centers at very high interest between 7-10%. The question is how are they going to service the debt? Are they going to use cash flow generated by their main business? This will affect the price of the stock. It will take decades to recoup their investments, if ever.

$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 will be trading below 700 in the next few months. Data center build is going nowhere fast and we'll see huge financial difficulties propagate through that sector very soon.