This optical communication trio has been red-hot recently. Lumentum hit a new all-time high; honestly, I almost pulled the trigger every time but ended up missing out. Coherent is a classic case of being hammered into a pit by selling pressure; as soon as Bain reduced its stake, it got cold feet, but then the investment bank set a target price of $265. This kind of back-and-forth tug-of-war makes you want to just turn off the lights and sleep when you're stuck in it. Corning got a boost from that Meta order, and the COO conveniently sold some shares on the side—a textbook case of capital being sweet. Now it feels like this sector has both its highlights and landmines ahead. Short-term trading is exhausting; I'm keeping my hands off for now.