- Positions
- 1
Opened position · Jul 4, 2026
LITEEntry: $726Current return: +26%Went long $LITE at $726, 391% above the run's low. The trade is up 26% from entry.
Entry to peak
+57%Entry
$726
Jul 4, 2026
Peak
$1,143
Oct 9, 2026
Current price
$914
+26%now
- Entry vs the low
- 391% above the low
- low $148 on Oct 10, 2025
- Max drop since entry
- −36%
- Oct 9 → Oct 23, 2026
- Current price
- $914
- +26% from entry
The journey
Trade 1
LongEntry to peak +57%Ranked trade30D return −2%Opened position
Long LITEEntry: $72630D return: −2%Jul 4, 2026, 10:56 UTC
Point 1: CPO is very early. Point 2: Here's my CPO basket: SUBSTRATE & MATERIALS: -> Soitec | $SOI: Near monopoly on silicon-on-insulator substrate. EQUIPMENT: -> Aixtron | $AIXA: Dominant MOCVD equipment supplier. Whoever wins the laser/transceiver race is likely using $AIXA tools to make it. FABS & COMPONENT MAKERS: -> Applied Optoelectronics | $AAOI: InP manufacturer, early stage CPO laser. -> Nokia | $NOK: One of the few vertically integrated Western InP fabs. -> STMicroelectronics | $STM: PIC100 silicon photonics platform platform in high-volume production. OTHER: -> Lumentum | $LITE: Clear favorite but potentially less upside here relative to others. -> Credo | $CRDO: Originally lagged but has now caught up. -> Poet Technologies | $POET: Speculative, high risk bet.
Every trade on the chart
Hover a marker for the trade, click to jump to it.
Drag across the strip to zoom. Double-click it, or pick All, to see everything.
More journeys on $LITE
Gaetano
+467%Went long $LITE at $202, 36% above the run's low. The trade is up 353% from entry.
Read the journey
Serenity
+203%Went long $LITE at $377, 155% above the run's low. The trade is up 142% from entry.
Read the journey
Daniel Romero
+108%Went long $LITE at $548, 271% above the run's low. The trade is up 67% from entry.
Read the journeyCatch the next run early.See where the best traders are positioned now.
- Track records for the world’s best traders on X and Telegram, ranked by results
- Live positioning on 30,000+ positions across 1,800 assets
- Long vs short on every asset, showing where the best traders lean
- Positioning Intelligence: Smart Money, Trending, Early Opportunities, Specialist Ideas, Crowd Fade and the Leaders Book
Trades from the Centaur API, refreshed hourly. Prices: Yahoo Finance. How Centaur records trades