Called $MU bullish on Dec 6, 2025: $MU rose 95% in 3 months.
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@citrini
Cite asCryptoQuant has tracked the directional calls on LITE by @jukan05 on X since Jun 2025: not yet scored on LITE (as of Nov 11, 2026).
Other assets covered (30)
5 LITE calls on record, a thin history.
Relative view by default: fewer than 30 LITE calls or days on record.
Sentiment timeline shows relative sentiment within this analyst's history. A perma-bull showing 8 bullish : 2 bearish in a bear market sets that as their baseline. If you notice any errors, claim @jukan05 to submit corrections.
Called $MU bullish on Dec 6, 2025: $MU rose 95% in 3 months.
View call →Hover the chart to read the thesis of that period · click a day to pin it
A lot of people pushed back on my take, and I appreciated their feedback. The most reasonable explanation I heard was that Lumentum’s CEO was never really equipped to take the company to the next level. He previously spent just 1.5 years at FNSR before selling the company. His career has essentially been about growing companies to a certain point and then selling them. By that logic, having driven an 18-fold increase in Lumentum’s share price in just 20 months and now sold the company, Hurlston has done his job. Still, it’s incredibly disappointing to see Lumentum give up on growing independently and choose to sell itself. It feels cowardly.
View original →The only way to interpret Lumentum’s management accepting this deal is that they have no faith in the current AI cycle. They think the market will collapse in two to three years.
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