$Ciena (CIEN.US)$In June 2024, Nokia Corporation announced its agreement to acquire Infinera for approximately $2.3 billion. This strategic move aims to bolster Nokia’s optical networking capabilities.  When considering potential acquisition targets for larger companies like$AT&T (T.US)$or$Verizon (VZ.US)$, several factors come into play, including strategic alignment, market position, and financial health. Among the U.S. optical network equi...
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Space Dust
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the only commenter on this stock for a time. this thing has received many analysts blessing like moths to a light.
TheOracleOfBroMaha
OP
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Yeah, I remember liking the stock a lot. I bought it and I think I sold it sometime November. But I mean look at this shit man the earnings come out they’re actually shit and the stock shoots up like a rocket. The stock market is insane. it’s insane. We are living in a weird dimension or something. I don’t get it and video is going down like a rock. It’s probably the best stock on the NASDAQ. Everything is upset. We’re an upside down world if you think of stock is SHIT- bet house on it. Hahaha
TheOracleOfBroMaha
OP
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Between us I’m buying $Red Cat Holdings (RCAT.US)$ tomorrow. Something tells me they got something up their sleeve for earnings, but you never know their earnings could be great in the stock will dump ??? Anyway imma sink a bit in there!
Matthew Sepe's recent sale suggests he considered a lower price fair, questioning the higher valuation of shares. Despite significant insider ownership indicating alignment, the absence of insider purchases and history of sales call for caution before buying Lumentum Holdings shares.
Despite Lumentum Holdings' recent revenue drop, the market may anticipate a reversal, justifying its high P/S ratio. The company's projected revenue growth, surpassing the Communications industry, could be maintaining share price and shareholder confidence.
Lumentum Holdings is being seen as a valuable investment opportunity due to its future outlook and the fact that it is being undervalued by the stock market. The optimistic growth projections have not yet been fully accounted for in the share price.
Bristol Myers may bolster its treatments portfolio with Karuna acquisition. Ansys' possible undervaluation hinted by takeover speculation. ASML's gear shipment to Intel viewed positively, fostering quicker semiconductor production. Lumentum's upgrade signals bullish prospects for 2024.
Craig-Hallum analysts predict that the telecom market, a strong base for Lumentum, is set to bottom out. Recent Cloud Light acquisition is seen to boost Lumentum's footprint in the affluent datacom market. Reduced Apple exposure, previously a stumbling block, is now seen as a positive stride.
Investors are urged to examine warning signs in Lumentum Holdings' performance. The rise in CEO pay, despite the company's poor performance, could be a contentious issue at the upcoming AGM.
Paddyal : No more of $Vision Marine Technologies (VMAR.US)$?
Stock_Drift OP Paddyal : It’s running right meow. $Vision Marine Technologies (VMAR.US)$
Paddyal Stock_Drift OP : yup!! it bounced back to surprise me
Paddyal : @Stock_Drift and now, I want to ask hoe about $Nature's Miracle (NMHI.US)$ ?
Stock_Drift OP Paddyal : Not sure but I actually almost took a position in AH’s yesterday. Lol.
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