Huber+Suhner jumped today after Lumentum said "we are experiencing considerable tightness in" OCS. Lumentum's MEMS OCS is the best but it doesn't have the capacity to meet all the growing demand, giving opportunities for others. We've seen this in chip manufacturing (TSMC is the best but no capacity so Samsung and Intel getting another look) and AI chips (Nvidia best but you need to get in a very long line, so rather have AMD than no AI chips) Huber+Suhner's piezo OCS has its own advantages of course (very low insertion loss)

My August advice 11th: $AAPL (Apple) — Don’t buy $SNDK (SanDisk) — Don’t buy $LITE (Lumentum) — Don’t buy $INTC (Intel) — Buy at $92–$96 $NVDA (Nvidia) — Buy at $206–$215 $SPCX (SpaceX) — Buy at $126–$132 $SKHY (SK hynix) — Buy at $130–$135 People ask, Why don’t you charge? I’ve made enough. Sharing is my passion ,that’s why I post for fre.

🟢 Sandisk $SNDK +501% 🟢 Intel $INTC +213% 🟢 Seagate $STX +187% 🟢 Western Digital $WDC +171% 🟢 Micron $MU +153% 🟢 Lumentum $LITE +147% 🟢 Ciena $CIEN +140% 🟢 Dell $DELL +130% 🟢 Corning $GLW +117% 🟢 AMD $AMD +111%

I’m 60 years old and retired from JPMorgan. My monthly income is $105,000. My August advice 12th: $SNDK (SanDisk) — Don’t buy $LITE (Lumentum) — Don’t buy $CRWV (CoreWeave) — Don’t buy $CRCL (Circle) — Buy at $65–$70 $TSLA (Tesla) — Buy at $325–$330 $NBIS (NEBIUS) — Buy at $188–$193 $RKLB (Rocket Lab) — Buy at $74–$78 People ask, Why don’t you charge? I’ve made enough. Sharing is my passion ,that’s why I post for fre.

$LITE reports fiscal Q4 after the close today. As AI data-center networks push toward 1.6T and 3.2T, Lumentum's lead in photonics and lasers is the story — a richer mix of high-margin EML chips is expected to lift gross margin toward ~49%. The tell for a beat sits upstream. Indium phosphide (InP), the core substrate for high-end EML and silicon-photonics lasers, is seeing heavy pull-through: supplier AXTI's InP revenue ran ~3x QoQ and ~10x YoY last quarter, with another 38% sequential gain guided. The other focus is CPO. Management has guided ultra-high-power lasers to start contributing in the Dec 2026 quarter, with hundreds of millions in orders in H1 2027 — so its read on mass-production timing is what the call hinges on. → NFA. For informational purposes only.

Here are the 10 stocks that have performed poorly over the past two months: $TSLA (Tesla) -24.22%🔴 $NBIS (NEBIUS) -37.31%🔴 $SPCX (SpaceX) -41.01%🔴 $SNDK (SanDisk) -48.51%🔴 $LITE (Lumentum) -15.18%🔴 $RKLB (Rocket Lab) -38.93%🔴 $WDC (Western Digital) -45.70%🔴 $MU (Micron Technology) -30.06% 🔴 $MRVL (Marvell Technologyh) -33.68%🔴 $AMD (Advanced Micro Devices) -17.34% 🔴 Which of the above stocks do you favor the most? Let’s continue the discussion in the comments. If you are not following us with notifications turned on, you might miss our next alerts.

Here is every stock in the S&P 500 that has more than doubled so far this year 🥇 SanDisk $SNDK: +410.7% 🟢 🥈 Dell $DELL: +260.5% 🟢 🥉 Micron $MU: +207.5% 🟢 Seagate $STX: +195.1% 🟢 Intel $INTC: +175.5% 🟢 Marvell $MRVL: +157.4% 🟢 Western Digital $WDC: +152.1% 🟢 Lumentum $LITE: +141.5% 🟢 AMD $AMD: +125.7% 🟢 Hewlett Packard $HPE: +121.6% 🟢 Applied Materials $AMAT: +109.8% 🟢 Coherent $COHR: +105.4% 🟢 Fortinet $FTNT: +101.0% 🟢 Flex $FLEX: +100.8% 🟢 Moderna $MRNA: +100.6% 🟢

I’m 60 years old and retired from JPMorgan. My monthly income is $105,000. My August advice 7th: $ORCL (Oracle) — Don’t buy $SNDK (SanDisk) — Don’t buy $LITE (Lumentum) — Don’t buy $NVDA (Nvidia) — Buy at $206–$216 $SPCX (SpaceX) — Buy at $105–$110 $SKHY (SK hynix) — Buy at $133–$140 $MU (Micron Technologys) — Buy at $875–$885 People ask, Why don’t you charge? I’ve made enough. Sharing is my passion ,that’s why I post for fre.

$LYTE — Roundhill's new pure-play optical ETF went live yesterday, and it's already tradable on StableStock from day one. The Photonics & Optics ETF (LYTE) is actively managed, built around the multi-decade AI infrastructure buildout. Top holdings as of Aug 6: — Lumentum ( $LITE) 15.5%, Coherent ( $COHR) 15.4%, Ciena ( $CIEN) 13.4% — US optical majors — Eoptolink 14.4%, Zhongji Innolight 14.2% — Chinese module leaders, held via total return swaps — TFC Optical, Yuanjie, Accelink round out the China exposure @roundhill has had a sharp read on themes this year — first DRAM, now optical connectivity. Whether the timing holds is for the market to judge, but the selection instinct is worth watching. Nearly half the book sits in Chinese names, accessed through swaps since A-shares aren't freely open to foreign funds. One ticker, the whole optical chain. → NFA. For informational purposes only.