LITE

I personally would go with Lumentum if you wanted a higher potential more proven optical stock. In mid-December, I added Lumentum to my buy list in my AI infrastructure ebook and the stock has more than doubled since.

Bloom Energy, Nvidia's, Core Weave, Coherent, Lumentum, Marvell, SanDisk, Micron, Western Digital and Sharon AI.

honestly, if Nvidia is willing to invest in them, there's going to be some growth potential.

I'm playing all of them. Nvidia, Micron, Broadcom, Lum, the list goes on and on.

the market gives you opportunity to actually buy in at a much lower price than where we were potentially even just 2 weeks ago

I just invested in a new AI stock that many people are considering expensive and already looking at selling.

We're talking about optics or Lumenum holdings, ticker symbol L I T.

they sold out of Lumentum

they sold out of Lumentum

Well, they buy the stocks I just mentioned.

I do like these things as long-term investments in more of a speculative type play.

I would maintain the position and use temporary pullbacks for gradual accumulation rather than chasing short-term rallies.

I would avoid purchasing the entire position following a sharp rally. Instead, I would gradually accumulate shares during pullbacks, allowing volatility to create a better average entry price.

our first high conviction pick. Lummentum Holdings, ticker LIT, a company whose underlying business model is undergoing a massive structural evolution that the market has completely mispriced.

And then you have Lumentum, which are light is the series. They're up like 130%.

So yeah, we own Lumentum. We own coherent within optical in particular, you know, Corning doesn't really have the same margins that that these other guys have.

A lot of them are these sort of optical components companies, but you also have the likes of ARM in there. You have Coherent, which we mentioned. We have Lmentum, which also uh, just reported.

MOMENTUM IS BETTER POSITION BECAUSE THEY SELL THE LASERS AND THAT'S WHERE IT IS.

Great buying opportunity on Light and our view.