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- Constructive optical-demand claims persisted during LITE’s decline.
- LITE sold off over the May 11–Jul 29 reviewed window.
- Reported margins would have tested scarcity: stronger pricing supported it; weakening margins challenged it.
- An analyst raised SNDK’s price target on Jul 13.
- SNDK fell 56.5% from Jun 25 to Jul 29.
- Reported earnings growth would have supported the contract thesis; weaker delivery would have challenged it.