LITE Lumentum Holdings Inc.

Technology · doubler · MEDIUM confidence
158.0
Alpha Score
Price
$881.64
Win Prob
80%
Half-Kelly
10.0%
Shares
11

📊 Scoring Waterfall

Each factor's weighted contribution to the total alpha score. Formula: contribution = (raw / max) × weight × 100

Fundamentals
5 / 20 · weight 15% · 3.75 pts
Momentum
1.0 / 1.0 · weight 15% · 15.00 pts
Options
8 / 20 · weight 15% · 6.00 pts
Implied
0.8 / 1.0 · weight 10% · 8.00 pts
Volume
0 / 2 · weight 10% · 3.30 pts
Relative Strength
0 / 3 · weight 10% · 2.50 pts
Technical
12 / 15 · weight 10% · 8.00 pts
Pattern
20.0 / 20 · weight 5% · 5.00 pts
Mean Reversion
0 / 2 · weight 5% · 2.50 pts
Quality
3 / 5 · weight 5% · 3.00 pts
🚀 Doubler Bonus: +20.0 pts Stocks that have doubled in price get a 20-point bonus in the doubler-first strategy
Total Alpha Score 77.0

🎯 Factor Radar

📉 Entry Signal

Signal Type
PULLBACK
Entry Zone
$829.74 – $881.64
Signal Strength
4/5
ATR (14)
$67.66

🛡️ Trailing Stops

Initial Stop
$793.48
-10.0%
Trail at +50%
$991.85
Trail at +100%
$1498.79
Stop Type
atr (23.0%)

📐 Kelly Criterion

Win Probability (p) 0.80
Avg Win (b) 0.80
Avg Loss 0.10
Win/Loss Ratio 8.000

Formula
f* = (p×b - q) / b
= f* = (0.80 × 8.00 - 0.20) / 8.00 = 77.5%

Full Kelly 77.5%
Half-Kelly ✅ 38.8%
📝 capped at 10% (MEDIUM confidence)

Suggested Shares 11
Position Size 9.7%

📊 Options Flow

IV Rank 25.7
IV Current 1.07
P/C OI Ratio 1.84
P/C Vol Ratio 1.17
IV Regime normal
Squeeze No
Analyst Target $832.04
Analyst Upside -5.6%
Rating Buy
Unusual Activity
CALL $910.0 Vol: 297 / OI: 41 7.2x
CALL $915.0 Vol: 468 / OI: 40 11.7x
CALL $950.0 Vol: 853 / OI: 136 6.3x
CALL $970.0 Vol: 282 / OI: 15 18.8x
PUT $597.5 Vol: 108 / OI: 14 7.7x
PUT $635.0 Vol: 125 / OI: 9 13.9x

📅 Earnings Risk

Earnings Date 2026-05-05
Days Away 9 days
Risk Flag ⚠️ Yes

🎯 Confidence Factors

outperforming sector
oversold bounce setup
earnings within 2 weeks