A single-day plunge does not signal the end of the trend! After adjustments in LITE and COHR, NBIS and CRWV are awaiting pullback entry opportunities.

Having covered storage, let's now look at optical transceiver modules, which saw a notable correction yesterday.
$Lumentum (LITE.US)$ 1. Both LITE and COHR underperformed yesterday, but my view remains unchanged. I will notconclude that the primary trend in optical transceivers has ended simply due to a one-day pullback.Since late July, optical transceivers have been among the strongest-performing tech sectors. Most core stocks have surged significantly from their lows, with rapid price appreciation naturallyaccumulating substantial speculative capital and profit-taking pressure.As AI commercialization continues to roll out, data centers face increasingly higher demands for computing power. Optical transceivers, as critical core hardware infrastructure for data centers, will not change their fundamental value due to a single day's stock price decline.Therefore, I consider the $850–$880 range an attractive zone for initiating new positions in tranches.If you already entered during yesterday's correction, there is no need to add to your position today; simply hold according to your original plan. However,if you are currently fully out of the market,and remain bullish on the optical transceiver sector within tech, you may consider entering today.After the market opens, closely monitor the $850–$880 range.If the stock price re-enters this zone, consider initiating the first tranche of a staggered position.

$Coherent (COHR.US)$ 2. COHR: The decline was quite pronounced yesterday, but looking at the full-day trend, the real...rapid sell-off was concentrated mainly in the late trading session.。The $310–$330 range remains a favorable level for phased entries into COHR.If you are also bullish on the sustained growth of optical transceivers in the future but find LITE's valuation too high, thenCoherent can be considered a key focus.If the opening price pulls back to the $310–$330 range, consider establishing an initial position. Even if the market undergoes a second correction later, as long as your initial position is not heavy, we can still look for lower entry points to average down based on market conditions.

Finally, let’s briefly discuss the data center sector.

CRWV and NBIS, two core bullish targets, both saw significant intraday spikes after the open, but prices quickly retreated afterward. In fact, the issues they encountered are very similar to those of the optical module sector.It was not due to a sudden change in fundamentals,but rather because the recent rise was too rapid,with overheated gains and excessive short-term profit accumulation.and an excessive accumulation of short-term profits.

$NEBIUS (NBIS.US)$ Although NBIS posted a long upper shadow yesterday, this is actually a positive development for those who completely missed the earlier rally.this is actually a positive development.$225 is the clear neckline breakout level for NBIS currently, and now that the stock price has broken above this level again,whether it can hold above $225 will become crucial.If you are bullish on the continued commercialization of AI and wish toavoid AI hardware stocks that have already risen significantly,thenyou can patiently wait for NBIS to pull back tothe $225–$240 range. This is currentlya very clear entry opportunity;if the stock price pulls back to this level, consider making your initial position.

$CoreWeave (CRWV.US)$ CRWV also faced pressure and declined after surging to around $115 yesterday. Since mid-June, CRWV has undergone a correction of nearly 50% around the $120 level. In other words,there is a significant amount of trapped capital around the $120 level.CRWV's stock price has rapidly rebounded from recent lows and is once again approaching this zone, marking its first test of the level.A failure to break through directly is a normal signal.Meanwhile, there is a noticeable gap down below at $95. If you are more bullish on CRWV, I believe the currentmost prudent strategy is to patiently wait for a pullback,and consider repositioning if the stock price retraces to the $95–$100 range.

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