NVIDIA's earnings beat expectations, confirming AI capital expenditure! LITE surged 20%. Is it still worth chasing now?

👆🏻 Take a look, everyone. The most significant news after yesterday's market close was NVIDIA's announcementof its latest quarterly earnings report,with actual revenue reaching $96.2 billion,surpassing the market's previous expectation of $92 billion,and the mostnoteworthy segment remains the data centerbusiness; the entiredata center revenuehas approachedUSD 90 billionscale. Based on current expectations,Next quarterNVIDIA's actual revenue may evenhave the chance to surpass the $100 billion mark for the first time.Therefore,this earnings report is truly significant.'sNoNVIDIAHow much it rose in after-hours trading, rather thanonce again provesone thing:AI capital expenditure has not slowed down significantly.As the core leader in the entire AI narrative, as long as NVIDIA'sRevenue continues to maintain growthTherefore,For storage, optical modules, and data centersThese AI hardware components still have a logical basis for continued trading going forward.

1.$NVIDIA (NVDA.US)$If you already hold NVIDIA positions, and have held them for a relatively long period, I believe at this stageit is still advisable to patiently hold your shares and wait for further gains,There is no needas realizing profits too early after the post-earnings surgewould be premature;from a medium-term perspective, I believe NVIDIA stillhas the opportunity to rechallenge its year-to-date high of $236.

Having discussed NVIDIA, let's now turn to yesterday's strongest tech theme: optical modules. $Lumentum (LITE.US)$

2. Let's first look at LITE, which surged over 6% again yesterday. Iffrom Mondaylow of $780, the stock pricehas risen more than 20% over three trading sessions.

If you are already positioned at $830Those who entered LITE early nearbyshould now have profits exceeding 15%.aroundAfter today's market open,you can considertaking profitson a portion of your position to lock in gains from the lower levels,while holding the remaining core position for，the second target price.You can be slightly more aggressive and aim forUSD 1,030–1,100., butFor those who completely missed the rally this week,the situation may now be somewhat passive at the $960 level.Chasing entries at this point offers a less favorable risk-reward ratiodefinitelycompared to when it was at $830.，If you still believe LITE isthe core holding most worth participating in within the optical module sector,then your only option is to wait patiently.pullback$900This could serve as an aggressive entry point for the first tranche of a new position,but please note:if you plan to reopen a position at $900,It is no longer trading at low levels., soYou must prepare in advance for a second position addition.If the market undergoes further corrections in the future,then decide based on the index level at that time and the overall strength of the optical module sectorthe entry point for adding to your LITE position.

3.$Coherent (COHR.US)$ Another core ticker in the optical module space is COHR.

I previously alerted the group to average down at $280,if you already had an initial position at $320and subsequently added a second position around $280.then added to the position again near $280.Therefore,Around $305 after today's market open,go ahead andtake profits on the positions accumulated at lower levels.As for the core position near $320, secure it for now; we will decide how to manage this portion later based on the strength of the optical module sector.

Next PostThe article discussesviews on the storage sectorand sharea stock for short-term trading opportunities。

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