$LITE +14% $MU +6.5% $SNDK +9% As someone long this trade and after stepping in to add to my positions, it is great to see these companies rallying off incredible earnings releases and step by fundamentals. Revenue growth continues to accelerated, for Lumentum to 102%, and at Micron and Sandisk over 350% Y/Y. Micron and Sandisk still rule with the cheapest valuation metrics, PE ratios around 7-8, while Lumentum is quite a bit higher around 60 even after adjusting for large GAAP losses caused by convertible bonds. The valuation in LITE is probably justified by the growth, but my preferred top picks at the moment remain MU and SNDK. https://youtube.com/shorts/oqY0dHVekZ8?si=y0ygjKmdFBhe7Ib0
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5 Comments
Raj Amesur@thepassiveincomephysician · 43m
Nice video! Any adjustments in AOTG based on what you said? If you are able to discuss, and if not, are you able to show a link where I can look at it and read it myself? Thanks buddy!
