$LITENASDAQ
Lumentum (LITE) in Serenity's X Posts
Optical components
Optical and photonic component supplier exposed to datacenter connectivity and telecom cycles.
Tracked mention (Jun 9, 2026):
Price when mentioned: $821.76 • Return since mention →
Serenity Thesis for $LITE
Context from Serenity's (@aleabitoreddit) public X posts.
A core high-conviction optical player. Serenity tracked their Mizuho conference speech confirming H2 2027 CPO shipments.
Historical Position Context Serenity highlighted his core 2025 entry price for LITE was $330, growing to $904.
Recent Serenity posts mentioning $LITE
Excerpts with links to the original public posts on X.
Thu Oct 22 18:00:48 +0000 2026I feel like markets are seeing a lot of forced liquidations and panic selling right now. You have peers like $LITE sold out completely into 2029, and are starting negotiations for 2030. So seeing a company like $AAOI now worth $5.7B despite all their laser/transceiver/ELSFP…2026-10-19 16:44Last major $SIVE disclosure was 100M CW DFB laser capacity Q4 2027. And a new foundry partner (that makes 2 including Win Semi). Expected $JBL revenue coming in H1 2027 (with lasers for Jabil's 1.6T LRO scaling up H2 2027). There's channel checks along the way like CIOE where…2026-10-19 16:07Last time I've seen "It's all over" type posts was... 3 months ago during the situational awareness liquidation. And... 3 months ago before that... with Iran tensions + Oil + Helium + LNG fears/pricing. And... few months ago before that. I'm sure everyone remembers Deepseek…2026-10-19 15:45I can't give advice on what others should do but from what I'm seeing from $AAOI revenue ramp, it looks something like this from disclosed capacity. -> $858M Q1 2027 -> $1.29B Q2 2027 -> $1.62B Q3 2027 -> $1.89B Q4 2027 -> $2.14B Q1 2028 They're sitting on $6.8B MC right now.…2026-10-19 15:15$LITE CEO interview on demand, counterparty + financing risk: - "CFO of $GOOGL came on and reported capex going up Y/Y, we expect hyperscalers for report an increase in capex in earnings. Based on what we see, we see their spend going up." - "The purchase agreements we have, to…Thu Oct 15 20:49:53 +0000 2026Nobody said $SIVE was going to be the sole laser provider for Ayar for all generations. 2nd gen Supernova was 16x wavelength that they confirmed Sivers. Ayar is expected to do multi-vendor for lasers, would be stupid not to. Originally disclosed suppliers were $LITE, $MTSI, and…Thu Oct 15 06:39:01 +0000 2026Clearly a macro related drop after CPI numbers came out today and further US rate hike anticipation. Since $KOSPI, $SPY, and Nikkei ended up plummeting. There's too many potential second/third order effects that's hard to map due if $CRWV goes down or frontier labs struggle…Tue Oct 13 07:19:42 +0000 2026Samsung has LTAs covering 70% of memory capacity spanning until 2031. $LITE is completely sold out into 2029 and with customers starting to lock in orders for 2030. There's the actual demand. Then there's short term media narratives that cause people to sell. There's been many…