LITE
Lumentum Holdings Inc. Common Stock
stock NASDAQ

today's realized total is $6,198.65. My WDC, COHR, and LITE filled at 70% profit.

Lumentum LITE

**Lumentum, Coherent Rip Higher As Washington Targets Chinese Optical Transceivers**
Benzinga
**Lumentum Holdings Inc.** (NASDAQ:LITE) stock rose about 9% Thursday, outperforming the broader market. The Nasdaq is up 0.36%, while the S&P 500 has gained 0.13%.
**Coherent Corp.** (NYSE:COHR) also advanced after reports pointed to possible U.S. restrictions on Chinese optical transceivers. The devices move data over fiber-optic networks and are critical components in artificial intelligence data centers.
This is why Scantinel is so important.

Good post. One thing: "the wall will cap it" only works if dealers are long those calls. On names with this much call buying, they're probably short them, and then the wall acts more like a magnet than a ceiling. Dings has a point that OI doesn't tell you who's long, so I signed today's prints on LRCX and LITE. I checked each call trade against the bid and ask at that moment: at the ask means someone paid up to buy, at the bid means someone sold. Of the trades I could classify, customers bought about 5x what they sold on LRCX and about 1.8x on LITE. That leaves dealers shorter gamma, not longer. Caveat: 65 to 77% of volume printed between the bid and ask and can't be signed, including almost the whole LRCX 332.5 wall. So you can't fully know the dealer side, but that cuts against the screener's wall too. Cleanest print was LRCX Oct 9 345s: about 2.1k bought at the ask on 171 OI. That's the wall walking up in real time.

Is LITE breaking into a new price window or is it coming back down like usual?

long LITE $1043

Saw five names come up together on a flow screener this morning (LITE, SNPS, LQDA, LRCX, TER) and checked each one's gamma structure independently through a free tool.
# All five came back the same way:
https://preview.redd.it/1q8fngs2fvsh1.png?width=1412&format=png&auto=webp&s=0cfb33e6545d416cf865880f213379d053bf34e3
$LITE — spot $1044.77, flip $978.15 (6.8% above), call wall $1050 (0.50% away).

$SNPS — spot $481.19, flip $436.50 (10.2% above), call wall $480 — already past it.

$LQDA — spot $25.93, flip $24.00 (8.0% above), call wall $26 (0.27% away).

$LRCX — spot $333.71, flip $321.55 (3.65% above), call wall $332.50 — already past it.

$TER — spot $415.05, flip $395.78 (4.9% above), call wall $410 — already past it.
# Every one is above its own flip.
But three of five are already trading through their own call wall, and the other two are close enough that a normal tick puts them through it too.
Not a squeeze call, not "don't sell calls on these" — just that the "the wall will cap it" assumption doesn't hold for 3 of 5 right now, and barely holds for the other 2.

Why can’t LITE stay within a price window. It’s about to break ATH

I shorted LITE. Its a stock that is at ATH but has been fluctuating between 1000 and 800 for 6 months now. Just because of MU it’s up 9% today but it can just as easily go back to 900 in the next few days.

What the heck happened to LITE? It’s on fire!

What’s the news on LITE? Up 9% with no major announcements

The immediate morning trigger was Lumentum's official announcement on October 1, 2026, of its speaker and presentation lineup for the upcoming Open Compute Project (OCP) Global Summit \[1.4, 4.1\]. Crucially, the announcement revealed a joint technical presentation with \*\*Oracle Cloud Infrastructure (OCI)\*\* detailing "Zero-Touch Optical Circuit Switching (OCS) Fabrics for AI Scale-Out Infrastructure at Hyperscale," alongside deep technical sessions on deployable External Laser Source (ELS) architectures for CPO networks and 12.8T VCSEL interconnects \[1.4, 4.1\]. This confirmation of hyperscale co-development with Oracle arrived directly on the heels of major Wall Street price target increases—including Citigroup raising its target to $1,400 on an estimated $11 billion optical switching market opportunity \[1.10, 2.6\] and GF Securities detailing accelerated adoption of Nvidia's CPO roadmaps \[1.10, 3.8\]. Combined with the beginning-of-quarter institutional portfolio reconstitution on October 1, aggressive capital rotation into optical interconnect hardware propelled LITE past the $1,000 mark.

Why are COHR and LITE ripping?

LITE go brrrr

FUCK FUCK FUCK WHY IS LITE UP

LITE moon

LITE, CRDO and COHR looks great.

POET, MRVL, AAOI, LITE, COHR, GLW, TSEM, FN, CRDO, LWLG, ALMU

today's realized total is $6,198.65. My WDC, COHR, and LITE filled at 70% profit.

Lumentum LITE