Before Lumentum's two consecutive surges, someone made a preemptive move both times. A mysterious whale reaped nearly 70% of the gains, achieving a stunning 280% return.

BlockBeats News, August 4th, according to TradingBeats (formerly Hyperinsight) monitoring, a whale starting with 0xaa53 made two purchases of Lumentum (LITE), both coinciding with the eve of a price surge.

As of 6:00 PM today, Reuters cited sources revealing that the Trump administration is drafting measures to restrict the import of Chinese new data center optical modules, specifically noting that U.S. manufacturers Coherent and Lumentum may be potential beneficiaries.

Prior to the public market's anticipation of this potential industry good news, the whale's second round of accumulation has been completed, with a total of approximately $1.648 million in buy positions now largely established.

At the time of writing, the whale had leveraged up to 10x long positions, with a position value of about $2.117 million, an average price of $676.1, and a liquidation price of $642.4; the unrealized gains have expanded to approximately $468,000, bringing the return rate to 284.1%. Calculating based on the entire price range, the whale has actually captured about two-thirds of the movement in this 48.8% rebound.

Transaction records show a total of 139 buy transactions surrounding LITE, with no selling of any positions during this period, and no take-profit or reduce-holding orders set for LITE.

The whale first entered the market on the evening of July 30th, accumulating a total of 1897.9 LITE within about two hours, with a transaction volume of around $1.27 million and an average price of $669.2. The first transaction price was only $636.5, after which LITE quickly rose to around $696 that same evening.

From the evening to night of August 3rd, the whale made another move, accumulating an additional 540 units at an average price of $700.5, investing about $378,000. After the second round of accumulation was completed, LITE further surged today, reaching a high of $874.3 intraday.

LITE is now trading at $868.2, up 23.3% in the past 24 hours; rebounding 48.8% since the low point of $583.5 on July 30th, with an hourly funding rate of approximately +0.00384%.

Additional Information: Lumentum will announce its fourth-quarter and full-year 2026 performance after the market close on August 11th Eastern Time and hold an earnings call at 5:00 PM Eastern Time on the same day, which is 5:00 AM on August 12th Beijing Time.