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@unusual_whales And of course, stock plunged.

@unusual_whales Give us the 8% implied move!

@unusual_whales They crushed 👏 x.com/cryptonect_ar/status/208…

@unusual_whales And…. It’s dropping

@unusual_whales LITE showing solid execution here

@unusual_whales My market view ⬇️⬇️ Strong beat but the real story is the AI optical demand tailwind ahead. premarketdesks.com/t/tier1-v1-…

@unusual_whales The estimate had one job. 🐦‍⬛

@unusual_whales At the price tanks. ?

@unusual_whales $LITE now down 2% after initially falling 4% in after-hours trading x.com/RussFaigen/status/208726…

@unusual_whales Wall street fails to keep up with the AI boom again

@unusual_whales earnings outperformed estimates stock move will be interesting

@unusual_whales x.com/0xCapexOG/status/2087258…

@unusual_whales The beat was solid, but the real story is the AI-driven demand outlook guiding next quarter. My thesis on the group rotation as it stands → sessionlevels.com/t/tier1-v1-2…

@unusual_whales Stock's already up 12%—AI datacenter demand is carrying this whole quarter. x.com/i/grok/share/29230bb1593…

@unusual_whales $LITE beat on both, EPS especially solid at 8.8% over. Optical components for data centers are finally getting the credit they deserve while everyone’s fixated on chip stocks infrastructure picks-and-shovels play actually delivering real returns.

@unusual_whales @unusual_whales The beat extends an operating inflection already visible in revenue, margin, and EPS. Net revenue rose from $665.5M in 2025Q4 to $808.4M in 2026Q1. Non-GAAP gross margin expanded from 42.5% to 47.9%. Non-GAAP EPS rose from $1.67 to $2.37.

@unusual_whales Beat on both lines but the real story is the AI datacenter demand finally showing up in the order book. My quick take on the risk picture into the session → largecapbrief.com/t/tier1-v1-2…

@unusual_whales Revenue beat plus EPS upside definitely makes Lumentum worth watching closely

@unusual_whales x.com/geezah_/status/208682934…

@unusual_whales Lumentum clearing revenue and EPS estimates shows optics demand holding. Clean numbers keep the sector on track.

@unusual_whales The timeline gives the agency weeks, not months, to equip the entire field force. Compressed rollouts are where the real gap between announced policy and actual practice shows up.

@unusual_whales beat on both lines, and worth remembering this stock's already up over 140% this year, so the market's clearly been expecting exactly this kind of quarter from them

@unusual_whales Beat expectations on both top and bottom lines. Lumentum playing the long game while everyone else is still looking for the signal. Bullish.

@unusual_whales chart's looking clean 📊 💯

@unusual_whales lite printing and dipping huh

@unusual_whales Market clearly underestimating the AI datacom cycle; this print is just the beginning. My position on the near-term trend at the moment → marketopenlist.com/t/tier1-v1-…

@unusual_whales Still digesting the optical demand recovery—this was the first quarter in a while where every segment pulled in the same direction. My plain read on market conditions over the coming days → watchlistandlevels.com/t/tier1…

@unusual_whales Appreciate the update. Keep it coming.

@unusual_whales It is impressive to see those figures come in higher than what the market was anticipating. They seem to be maintaining a steady momentum through this period.

@unusual_whales I wonder how many $LITE holders know about JDS Uniphase…Look it up. It might be the most important DD you do this stock.