$SEYE 30% Down in one Day — The Brutal Market of 2026 - but IFRS in Q3 might transform H1 2026 to positive EBIT
I bought more today for four specific reasons:
First, the operational data confirmed the thesis. +128% organic Automotive growth. +200% royalty acceleration. 175
$LITE is the poster child of this whole optical boom. It feels like every photonics newsletter, every sell-side note, every X thread on AI infrastructure has already written the Lumentum piece.
The sold-out lasers, the Nvidia stake, the stock chart that looks like a hockey
$AMD beat revenue, EPS, and guided Q3 above Street.
Data Center more than doubled YoY - 107%. They’re delivering the exact growth path required to support the elevated long-term targets Wall Street has been raising.
Yet the stock is getting hit after hours because expectations
