May. 8 at 3:05 PM
$LPTH 52-week high of 16.53 → today’s low of 10.88 represented roughly a 34% pullback.
Yet Sam Rubin continues giving very strong visibility:
• Revenue +109%
• Backlog +196%
• Margins expanding
• Systems/assemblies rev +355%
This sell-off feels more tied to prior euphoric expectations, small-cap risk-off rotation, momentum unwinds, and “sell the news” trading after a massive run.
Meanwhile,
$POET has already rallied roughly
$5 off its recent lows after a similar reset toward key support areas.
To me, this is a tremendous buying opportunity if you believe in the company. The thesis is not only being confirmed — it’s strengthening.
If you read between the lines of Rubin’s commentary, it increasingly sounds like the real scaling phase may just be getting started and that upside surprises are probable.
$UMAC,
$ONDS,
$OPTX
