“Optical stocks like Lumentum are getting crushed after a report flagged delays in co-packaged optics and 800VDC infrastructure, cutting into the demand story that had driven these names up all year.”
“I'll wait until the US market opens to close my shorts on optical stocks and neocloud names.”
Prices are point-in-time snapshots from the named provider. The verdict compares the return since entry against the band above.