I waited a long time with $OKTA at a $90 cost basis, but this trade didn’t work out for me.

I’m closing the position.

I’m adding $LITE at $380.

#NASDAQ

Lumentum Holdings ($LITE) operates in fiber optics, lasers, and data-center infrastructure.

Approximately 60% of its revenue comes from AI and cloud infrastructure.

Expected 2026 earnings growth: ~170%.

Hopefully, $LITE will help us forget $OKTA.

Current Portfolio

$LITE → cost: $380

$PANW → price: $188 | cost: $194

$GH → price: $100 | cost: $105

$Xiaomi → price: $26 | cost: $36.37

Past Trades

$OKTA → P/L: 0% | Holding period: 7 months

Winners ✅

$MDB → +26% | 2.5 months

$GILT → +16% | 2 months

$MU → +45% | 2 months

$SERV → +45% | 1.5 months

$UBER → +44% | 4 months

$HOOD → +100% | 2 months