Jonah Lupton(@JonahLupton):I’m actually surprised $LITE is not up 10% right now after the CEO (speaking at the Deutsche Bank Tech Conference) said they can do $40+ of EPS in FY2028 because they’ve seen a huge uptick in their order book. Keep in mind they just did $8.67 of EPS in FY2026 which means he thinks they can increase EPS by almost 5x over the next 2 years. Sell side is currently at $33 of EPS for FY2028 NFA. DYOR. *We are long $LITE should

Jonah Lupton

@JonahLupton

CEO/CIO at @LuptonCapital and @FirstWaveFund, long-biased hedge fund, focused on undervalued growth stocks that can triple within 3 years, we love big catalysts

参加 April 2008

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Jonah Lupton@JonahLupton

2026.08.27 18:38

I’m actually surprised $LITE is not up 10% right now after the CEO (speaking at the Deutsche Bank Tech Conference) said they can do $40+ of EPS in FY2028 because they’ve seen a huge uptick in their order book. Keep in mind they just did $8.67 of EPS in FY2026 which means he thinks they can increase EPS by almost 5x over the next 2 years. Sell side is currently at $33 of EPS for FY2028 NFA. DYOR. *We are long $LITE should