Lumentum Holdings (LITE)

$903.80 +11.22 (1.26%)
Market Cap 63.73B
Revenue (ttm) 1.65B
Net Income (ttm) 25.90M
EPS (ttm) N/A
PE Ratio 233.73
Forward PE 160.91
Profit Margin 1.57%
Debt to Equity Ratio 3.88
Volume 6,727,600
Avg Vol 6,681,488
Day's Range N/A - N/A
Shares Out 71.40M
Stochastic %K 51%
Beta 1.53
Analysts Strong Sell
Price Target $1,077.80

Company Profile

Lumentum Holdings Inc. manufactures and sells optical and photonic products in the Americas, the Asia-Pacific, Europe, the Middle East, and Africa. It operates through two segments, Cloud & Networking and Industrial Tech. The Cloud & Networking segment offers optical and photonic chips, components, modules, and subsystems supplied to cloud data center operators, AI/ML infrastructure providers, and network equipment manufacturer customers that are building cloud data centers and network infrastru...

Industry: Communication Equipment
Sector: Technology
Phone: 408 546 5483
Address:
1001 Ridder Park Drive, San Jose, United States
NasdaqPulse
NasdaqPulse May. 9 at 3:04 PM
Late-cycle leaderboard check — 2026 momentum is still VERY much alive -3 👉Click to view @NasdaqPulse for timely updates amid the volatility. Rank 11–15 print: $NVTS +155% $LITE +145% $OSS +118% $AMD +113% $NBIS +111% What stands out here isn’t just the returns — it’s the consistency across semis, photonics, and AI-adjacent infrastructure. This is a rotation that never fully cooled off, just kept climbing in waves. Every pullback gets bought, every breakout gets followed through. The message from price action is simple: trend is still in control, and underexposure is expensive right now.
0 · Reply
NasdaqPulse
NasdaqPulse May. 9 at 2:54 PM
$NVDA just said the quiet part out loud. Jensen Huang called AI the “largest infrastructure buildout in human history” and the market still isn’t pricing in the full second-order winners yet. 👉Click to view @NasdaqPulse for timely updates amid the volatility. Everyone is chasing GPUs, but the REAL bottleneck is becoming power, networking, fiber, and optical connectivity. That’s why names tied to AI data center scaling like $LITE, COHR and even GLW keep showing up in institutional flows. No ultra-scale AI cluster works without faster interconnects and massive bandwidth upgrades. Meanwhile hyperscalers $MSFT Azure, $AMZN AWS and $GOOGL GCP are locked in an AI arms race that requires billions in capex every quarter. This is no longer just a semiconductor cycle… it’s a full-stack infrastructure supercycle. The market may still be underestimating how explosive the downstream AI supply chain could become over the next 12-24 months.
0 · Reply
NasdaqPulse
NasdaqPulse May. 9 at 2:02 PM
NASDAQ 100 shakeup just dropped 👉Click to view @NasdaqPulse for timely updates amid the volatility. $LITE is officially joining the Nasdaq-100 and $QQQ, replacing $CSGP before market open on May 18. This is EXACTLY the kind of catalyst momentum traders hunt for: • Passive ETF buying flows incoming • Forced institutional rebalancing • Increased visibility from index inclusion • Potential volume explosion next week And remember — $LITE sits right in the AI/datacenter optical networking trade, one of the hottest themes in the market right now. Meanwhile, $CSGP gets kicked out after years in the index… a reminder that leadership changes FAST in this market. Watch the reaction closely Monday morning. Index additions can create powerful short-term momentum squeezes when positioning gets crowded.
0 · Reply
cloudhedge
cloudhedge May. 9 at 1:59 PM
Big shakeup for the Nasdaq 100! $LITE is officially stepping into the big leagues, replacing $CSGP in the $QQQ before the opening bell on Monday, May 18th. From a fundamental lens, Lumentum has been on fire lately—revenue spiked 90% YoY thanks to the relentless demand for AI and Cloud infrastructure. The NVIDIA partnership and the ramp-up of 1.6T transceivers are massive long-term tailwinds. Technically, the stock has shown incredible strength with a 10x rise over the last year. It’s currently testing support near the 200-day MA, and with a consensus "Moderate Buy" rating and targets hitting $1,400, the momentum is hard to ignore. Index inclusion usually triggers a wave of forced buying from ETFs, so this is a major liquidity event for the name.
0 · Reply
free2dream
free2dream May. 9 at 1:56 PM
$AAOI $LITE $AXTI $SMH lots of red flags , even from marc Cuban, interesting https://youtu.be/oEVHNvE_jDw?si=KJL-jhU2lmMpyL6d
1 · Reply
AStrokeOfLuck
AStrokeOfLuck May. 9 at 1:51 PM
$LITE if you missed it
0 · Reply
free2dream
free2dream May. 9 at 1:33 PM
$AAOI $LITE $AXTI $SMH https://www.thecooldown.com/green-business/data-center-cancellations-local-opposition/
0 · Reply
RLewis23
RLewis23 May. 9 at 1:40 AM
$COHR $LITE $MRVL $NBIS $NVDA
0 · Reply
Nouserhere
Nouserhere May. 9 at 12:56 AM
$AMKR $LITE $MU $RMBS $SNDK
0 · Reply
moneybag888
moneybag888 May. 9 at 12:28 AM
$LITE $LITX $1500 to $2000 🤔
0 · Reply
Latest News on LITE
These smaller tech stocks are punching well above their weight

May 9, 2026, 8:00 AM EDT - 5 hours ago

These smaller tech stocks are punching well above their weight

CIEN COHU ICHR MXL SIMO SNDK UCTT

Lumentum's fiery stock rally earns it a spot in this hot index

May 8, 2026, 9:25 PM EDT - 16 hours ago

Lumentum's fiery stock rally earns it a spot in this hot index

Lumentum Announces Upcoming Investor Events

May 8, 2026, 8:00 AM EDT - 1 day ago

Lumentum Announces Upcoming Investor Events

Lumentum price target raised to $1,000 from $750 at Barclays

2026-05-07T11:55:32.000Z - 2 days ago

Lumentum price target raised to $1,000 from $750 at Barclays

Lumentum price target raised to $900 from $710 at Morgan Stanley

2026-05-07T09:41:15.000Z - 2 days ago

Lumentum price target raised to $900 from $710 at Morgan Stanley

Lumentum price target raised to $1,200 from $900 at Jefferies

2026-05-07T09:33:18.000Z - 2 days ago

Lumentum price target raised to $1,200 from $900 at Jefferies

Lumentum price target raised to $1,130 from $940 at JPMorgan

2026-05-07T08:05:46.000Z - 2 days ago

Lumentum price target raised to $1,130 from $940 at JPMorgan

Lumentum price target raised to $1,100 from $930 at Mizuho

2026-05-07T06:50:55.000Z - 2 days ago

Lumentum price target raised to $1,100 from $930 at Mizuho

Lumentum price target raised to $1,300 from $900 at Rosenblatt

2026-05-07T05:49:43.000Z - 2 days ago

Lumentum price target raised to $1,300 from $900 at Rosenblatt

Lumentum price target raised to $995 from $875 at TD Cowen

2026-05-07T05:14:09.000Z - 2 days ago

Lumentum price target raised to $995 from $875 at TD Cowen

Lumentum price target raised to $1,014 from $491 at Raymond James

2026-05-07T04:54:44.000Z - 2 days ago

Lumentum price target raised to $1,014 from $491 at Raymond James

Lumentum price target raised to $960 from $455 at UBS

2026-05-07T04:01:16.000Z - 2 days ago

Lumentum price target raised to $960 from $455 at UBS

Lumentum CEO on business: Very much levered to the hyperscalers

May 6, 2026, 4:14 PM EDT - 2 days ago

Lumentum CEO on business: Very much levered to the hyperscalers

Lumentum falls 5% after results: are expectations outrunning growth?

May 6, 2026, 2:47 PM EDT - 2 days ago

Lumentum falls 5% after results: are expectations outrunning growth?

Lumentum forecasts quarterly revenue above estimates on AI-driven demand

May 5, 2026, 5:11 PM EDT - 3 days ago

Lumentum forecasts quarterly revenue above estimates on AI-driven demand

Lumentum Holdings Earnings Call Transcript: Q3 2026

May 5, 2026, 5:00 PM EDT - 3 days ago

Lumentum Holdings Earnings Call Transcript: Q3 2026

Lumentum reports Q3 adjusted EPS $2.37, consensus $2.27

2026-05-05T20:06:19.000Z - 3 days ago

Lumentum reports Q3 adjusted EPS $2.37, consensus $2.27

Lumentum Announces Third Quarter of Fiscal Year 2026 Financial Results

May 5, 2026, 4:03 PM EDT - 3 days ago

Lumentum Announces Third Quarter of Fiscal Year 2026 Financial Results

Notable companies reporting after market close

2026-05-05T18:51:35.000Z - 3 days ago

Notable companies reporting after market close

AMD ANET ANGI BJRI CE COTY CPNG

Lumentum options imply 9.9% move in share price post-earnings

2026-05-05T18:06:43.000Z - 3 days ago

Lumentum options imply 9.9% move in share price post-earnings

Lumentum price target raised to $1,100 from $800 at Stifel

2026-05-05T11:41:07.000Z - 4 days ago

Lumentum price target raised to $1,100 from $800 at Stifel

CIEN COHR

Photonics Stock Flashing Bull Signal Before Earnings

Apr 29, 2026, 3:50 PM EDT - 9 days ago

Photonics Stock Flashing Bull Signal Before Earnings

Top Fiber Optics Stocks In 2026

Apr 23, 2026, 10:24 AM EDT - 16 days ago

Top Fiber Optics Stocks In 2026

CIEN COHR

Tradr Debuts Short ETFs on Lumentum and Sandisk

Apr 23, 2026, 6:46 AM EDT - 16 days ago

Tradr Debuts Short ETFs on Lumentum and Sandisk

Tradr Set to Launch Inverse ETFs on Lumentum and Sandisk

Apr 22, 2026, 1:26 PM EDT - 16 days ago

Tradr Set to Launch Inverse ETFs on Lumentum and Sandisk

Top Wall Street analysts are bullish on these 3 stocks for the long haul

Apr 19, 2026, 8:26 AM EDT - 20 days ago

Top Wall Street analysts are bullish on these 3 stocks for the long haul

AVGO DELL

Soaring Lumentum stock gets overbought as Wyckoff points to a dive

Apr 13, 2026, 10:52 AM EDT - 26 days ago

Soaring Lumentum stock gets overbought as Wyckoff points to a dive

Johnson: AI Spending "Absolutely Happening," Opportunities in LITE, COHR, GLW

Apr 10, 2026, 4:30 PM EDT - 4 weeks ago

Johnson: AI Spending "Absolutely Happening," Opportunities in LITE, COHR, GLW

COHR GLW

Lumentum and Coherent Stocks Are the New S&P 500 Standouts. Thank AI Demand.

Apr 10, 2026, 11:14 AM EDT - 4 weeks ago

Lumentum and Coherent Stocks Are the New S&P 500 Standouts. Thank AI Demand.

COHR

This Nvidia-Backed Photonics and Laser Maker's CEO Says It Could Sell Out Through 2028

Apr 10, 2026, 10:21 AM EDT - 4 weeks ago

This Nvidia-Backed Photonics and Laser Maker's CEO Says It Could Sell Out Through 2028

Institutions Keep Pushing Lumentum Higher

Apr 10, 2026, 9:08 AM EDT - 4 weeks ago

Institutions Keep Pushing Lumentum Higher

These Stocks Are Today's Movers: Nvidia, Intel, Lumentum, Coherent, Organon, and More.

Apr 10, 2026, 6:26 AM EDT - 4 weeks ago

These Stocks Are Today's Movers: Nvidia, Intel, Lumentum, Coherent, Organon, and More.

INTC NVDA OGN

Overlooked Stock: LITE Record High

Apr 8, 2026, 5:21 PM EDT - 4 weeks ago

Overlooked Stock: LITE Record High

These stocks in the S&P 500 are rising the most after Trump's cease-fire announcement

Apr 8, 2026, 10:49 AM EDT - 4 weeks ago

These stocks in the S&P 500 are rising the most after Trump's cease-fire announcement

AMAT ANET AVGO CCL CIEN COHR CRWD

Lumentum to Announce Fiscal Third Quarter 2026 Financial Results on May 5, 2026

Apr 6, 2026, 8:30 AM EDT - 4 weeks ago

Lumentum to Announce Fiscal Third Quarter 2026 Financial Results on May 5, 2026

Why Oil Prices Just Soared 70% Despite A U.S. Supply Glut. Here Are The Surprise Winners And Losers

Apr 5, 2026, 2:00 PM EDT - 4 weeks ago

Why Oil Prices Just Soared 70% Despite A U.S. Supply Glut. Here Are The Surprise Winners And Losers

CVX DVN MPC OXY SNDK VLO XOM

Big winners of today's rally are heavily involved in data centers, says Jim Cramer

Apr 1, 2026, 7:15 PM EDT - 5 weeks ago

Big winners of today's rally are heavily involved in data centers, says Jim Cramer

CIEN COHR INTC MU SNDK STX TER

Lumentum stock surges as AI demand and hyperscaler spending soar

Apr 1, 2026, 3:56 PM EDT - 5 weeks ago

Lumentum stock surges as AI demand and hyperscaler spending soar

Graham: Brace for "V-Shape" Market Bottom, Likes COHR, LITE & ANET in AI Recovery

Apr 1, 2026, 3:50 PM EDT - 5 weeks ago

Graham: Brace for "V-Shape" Market Bottom, Likes COHR, LITE & ANET in AI Recovery

ANET COHR

These Were the Best and Worst S&P 500 Stocks During the First Quarter

Mar 31, 2026, 12:38 PM EDT - 5 weeks ago

These Were the Best and Worst S&P 500 Stocks During the First Quarter

LYB SNDK WDC

Lumentum stock: Wyckoff Theory points to a steep crash soon

Mar 27, 2026, 11:06 AM EDT - 6 weeks ago

Lumentum stock: Wyckoff Theory points to a steep crash soon

Watch Lumentum Rise on Big Money Buys

Mar 27, 2026, 8:27 AM EDT - 6 weeks ago

Watch Lumentum Rise on Big Money Buys

Lumentum Announces New U.S. Manufacturing Facility to Produce Advanced Lasers for the World's Largest AI Data Centers

Mar 26, 2026, 8:00 AM EDT - 6 weeks ago

Lumentum Announces New U.S. Manufacturing Facility to Produce Advanced Lasers for the World's Largest AI Data Centers

Forget AI Worries, Memory Stocks Keep Soaring. 4 Stocks to Consider.

Mar 24, 2026, 1:21 PM EDT - 6 weeks ago

Forget AI Worries, Memory Stocks Keep Soaring. 4 Stocks to Consider.

AXTI FN SNDK

Lumentum's stock has surged 1,000% in a year. Why more big gains may be in store.

Mar 23, 2026, 5:09 PM EDT - 6 weeks ago

Lumentum's stock has surged 1,000% in a year. Why more big gains may be in store.

These Nvidia-Backed Stocks Are Surging as Wall Street Analysts Grow More Bullish

Mar 19, 2026, 4:35 PM EDT - 7 weeks ago

These Nvidia-Backed Stocks Are Surging as Wall Street Analysts Grow More Bullish

COHR

Lumentum's new revenue forecast further fuels one of the market's hottest stocks

Mar 18, 2026, 1:01 PM EDT - 7 weeks ago

Lumentum's new revenue forecast further fuels one of the market's hottest stocks

Lumentum Holdings Transcript: Nokia Oyj Optical Fiber Communication Conference 2026

Mar 17, 2026, 1:15 PM EDT - 7 weeks ago

Lumentum Holdings Transcript: Nokia Oyj Optical Fiber Communication Conference 2026

Lumentum Demonstrates Industry-Leading Technologies and Products for Scale-Out, Scale-Up and Scale-Across AI Infrastructure at OFC 2026

Mar 17, 2026, 8:35 AM EDT - 7 weeks ago

Lumentum Demonstrates Industry-Leading Technologies and Products for Scale-Out, Scale-Up and Scale-Across AI Infrastructure at OFC 2026

Lumentum Showcases Breakthrough Optical Scale-Up Demonstration at OFC 2026 Using VCSEL Technology

Mar 17, 2026, 8:30 AM EDT - 7 weeks ago

Lumentum Showcases Breakthrough Optical Scale-Up Demonstration at OFC 2026 Using VCSEL Technology

Lumentum, Coherent Stocks Drop as Nvidia Hopes Fade. Their Tech Is Too Advanced.

Mar 17, 2026, 7:43 AM EDT - 7 weeks ago

Lumentum, Coherent Stocks Drop as Nvidia Hopes Fade. Their Tech Is Too Advanced.

NVDA

Marvell and Lumentum to Demonstrate Optical Circuit Switching for Next-generation AI Scale-up Infrastructure

Mar 16, 2026, 9:00 AM EDT - 7 weeks ago

Marvell and Lumentum to Demonstrate Optical Circuit Switching for Next-generation AI Scale-up Infrastructure

MRVL

Lumentum Thought Leaders to Present at OFC 2026

Mar 13, 2026, 8:00 AM EDT - 2 months ago

Lumentum Thought Leaders to Present at OFC 2026

Lumentum to Join the S&P 500 Index

Mar 10, 2026, 8:00 AM EDT - 2 months ago

Lumentum to Join the S&P 500 Index

These Two Nvidia-Backed Companies Are Joining the S&P 500 Later This Month

Mar 9, 2026, 1:41 PM EDT - 2 months ago

These Two Nvidia-Backed Companies Are Joining the S&P 500 Later This Month

COHR

These 6 stocks could be major winners of an upcoming optics ‘supercycle'

Mar 7, 2026, 8:00 AM EST - 2 months ago

These 6 stocks could be major winners of an upcoming optics ‘supercycle'

AAOI CIEN COHR CSCO FN

Vertiv Holdings, Lumentum Holdings, Coherent, and EchoStar Set to Join S&P 500; Others to Join S&P 100, S&P MidCap 400, and S&P SmallCap 600

Mar 6, 2026, 6:39 PM EST - 2 months ago

Vertiv Holdings, Lumentum Holdings, Coherent, and EchoStar Set to Join S&P 500; Others to Join S&P 100, S&P MidCap 400, and S&P SmallCap 600

ALEX NSSC SATS VRT

Vertiv, Lumentum, Coherent, EchoStar set to join S&P 500

Mar 6, 2026, 6:16 PM EST - 2 months ago

Vertiv, Lumentum, Coherent, EchoStar set to join S&P 500

SATS VRT

Vertiv, Lumentum, Coherent, and EchoStar to Join S&P 500

Mar 6, 2026, 6:07 PM EST - 2 months ago

Vertiv, Lumentum, Coherent, and EchoStar to Join S&P 500

SATS VRT

S&P 500 changes are due out soon. These AI stocks could join the index.

Mar 6, 2026, 2:40 PM EST - 2 months ago

S&P 500 changes are due out soon. These AI stocks could join the index.

COHR

Lumentum Holdings Transcript: Morgan Stanley Technology, Media & Telecom Conference 2026

Mar 2, 2026, 2:30 PM EST - 2 months ago

Lumentum Holdings Transcript: Morgan Stanley Technology, Media & Telecom Conference 2026

Nvidia Investments Send Coherent and Lumentum Stocks Soaring

Mar 2, 2026, 12:55 PM EST - 2 months ago

Nvidia Investments Send Coherent and Lumentum Stocks Soaring

COHR

Coherent and Lumentum shares pop on Nvidia deals. Why optical stocks are so hot these days.

Mar 2, 2026, 10:25 AM EST - 2 months ago

Coherent and Lumentum shares pop on Nvidia deals. Why optical stocks are so hot these days.

COHR NVDA

Coherent Stock, Lumentum Soar on Nvidia Deals. Here's What to Know.

Mar 2, 2026, 9:40 AM EST - 2 months ago

Coherent Stock, Lumentum Soar on Nvidia Deals. Here's What to Know.

COHR NVDA

Nvidia to Invest $2 Billion in Both Lumentum and Coherent

Mar 2, 2026, 8:42 AM EST - 2 months ago

Nvidia to Invest $2 Billion in Both Lumentum and Coherent

NVDA

NasdaqPulse
NasdaqPulse May. 9 at 3:04 PM
Late-cycle leaderboard check — 2026 momentum is still VERY much alive -3 👉Click to view @NasdaqPulse for timely updates amid the volatility. Rank 11–15 print: $NVTS +155% $LITE +145% $OSS +118% $AMD +113% $NBIS +111% What stands out here isn’t just the returns — it’s the consistency across semis, photonics, and AI-adjacent infrastructure. This is a rotation that never fully cooled off, just kept climbing in waves. Every pullback gets bought, every breakout gets followed through. The message from price action is simple: trend is still in control, and underexposure is expensive right now.
0 · Reply
NasdaqPulse
NasdaqPulse May. 9 at 2:54 PM
$NVDA just said the quiet part out loud. Jensen Huang called AI the “largest infrastructure buildout in human history” and the market still isn’t pricing in the full second-order winners yet. 👉Click to view @NasdaqPulse for timely updates amid the volatility. Everyone is chasing GPUs, but the REAL bottleneck is becoming power, networking, fiber, and optical connectivity. That’s why names tied to AI data center scaling like $LITE, COHR and even GLW keep showing up in institutional flows. No ultra-scale AI cluster works without faster interconnects and massive bandwidth upgrades. Meanwhile hyperscalers $MSFT Azure, $AMZN AWS and $GOOGL GCP are locked in an AI arms race that requires billions in capex every quarter. This is no longer just a semiconductor cycle… it’s a full-stack infrastructure supercycle. The market may still be underestimating how explosive the downstream AI supply chain could become over the next 12-24 months.
0 · Reply
NasdaqPulse
NasdaqPulse May. 9 at 2:02 PM
NASDAQ 100 shakeup just dropped 👉Click to view @NasdaqPulse for timely updates amid the volatility. $LITE is officially joining the Nasdaq-100 and $QQQ, replacing $CSGP before market open on May 18. This is EXACTLY the kind of catalyst momentum traders hunt for: • Passive ETF buying flows incoming • Forced institutional rebalancing • Increased visibility from index inclusion • Potential volume explosion next week And remember — $LITE sits right in the AI/datacenter optical networking trade, one of the hottest themes in the market right now. Meanwhile, $CSGP gets kicked out after years in the index… a reminder that leadership changes FAST in this market. Watch the reaction closely Monday morning. Index additions can create powerful short-term momentum squeezes when positioning gets crowded.
0 · Reply
cloudhedge
cloudhedge May. 9 at 1:59 PM
Big shakeup for the Nasdaq 100! $LITE is officially stepping into the big leagues, replacing $CSGP in the $QQQ before the opening bell on Monday, May 18th. From a fundamental lens, Lumentum has been on fire lately—revenue spiked 90% YoY thanks to the relentless demand for AI and Cloud infrastructure. The NVIDIA partnership and the ramp-up of 1.6T transceivers are massive long-term tailwinds. Technically, the stock has shown incredible strength with a 10x rise over the last year. It’s currently testing support near the 200-day MA, and with a consensus "Moderate Buy" rating and targets hitting $1,400, the momentum is hard to ignore. Index inclusion usually triggers a wave of forced buying from ETFs, so this is a major liquidity event for the name.
0 · Reply
free2dream
free2dream May. 9 at 1:56 PM
$AAOI $LITE $AXTI $SMH lots of red flags , even from marc Cuban, interesting https://youtu.be/oEVHNvE_jDw?si=KJL-jhU2lmMpyL6d
1 · Reply
AStrokeOfLuck
AStrokeOfLuck May. 9 at 1:51 PM
$LITE if you missed it
0 · Reply
free2dream
free2dream May. 9 at 1:33 PM
$AAOI $LITE $AXTI $SMH https://www.thecooldown.com/green-business/data-center-cancellations-local-opposition/
0 · Reply
RLewis23
RLewis23 May. 9 at 1:40 AM
$COHR $LITE $MRVL $NBIS $NVDA
0 · Reply
Nouserhere
Nouserhere May. 9 at 12:56 AM
$AMKR $LITE $MU $RMBS $SNDK
0 · Reply
moneybag888
moneybag888 May. 9 at 12:28 AM
$LITE $LITX $1500 to $2000 🤔
0 · Reply
Jeiyu1
Jeiyu1 May. 8 at 10:29 PM
$LITE give me more
0 · Reply
Oceanavekid
Oceanavekid May. 8 at 8:26 PM
$AMKR $LITE $MU $RMBS $SNDK Think they’re on to something 💰💰
2 · Reply
MeanReverter_
MeanReverter_ May. 8 at 8:03 PM
Missed the monster runs in $MU and $SNDK? Don’t make the mistake of thinking the AI memory trade is over Wall Street is still massively underestimating how deep the AI hardware supply chain goes. The next wave likely won’t just be the obvious names — it’ll be the suppliers powering bandwidth, packaging, controllers, optics, and edge compute. Watching closely Memory: $MU WDC STX Controllers: $RMBS SIMO Packaging/Test: $AMKR FORM Optics & Interconnect: $LITE AAOI COHR MRVL Edge AI: QUIK SYNA Infra/Power: SGH POWI As AI workloads scale, bottlenecks shift. First GPUs. Then memory. Next comes connectivity, power efficiency, and advanced packaging. The AI gold rush is creating entire ecosystems of winners Curious about the full approach?👉 Check the @MeanReverter_
1 · Reply
free2dream
free2dream May. 8 at 7:35 PM
$LITE $LITZ all the way
1 · Reply
TraceyRyniec
TraceyRyniec May. 8 at 7:15 PM
$LITE One year chart is all you need to know for why it was on the list on CNBC this afternoon. (no position)
1 · Reply
Jblack500
Jblack500 May. 8 at 7:11 PM
@MaverikIT @No_Face_character @cynicaloptimist @IsabellaDC @BustaCapital @WAJeff $ICHR $VIAV $LITE $DOCN pretty funny. They just brought up a screen of "5 stocks you've never heard of" to show how big the teck rally is and we own 4 of them (LITE is the one on the bottom). My broker on the bottom left approves of all trades before they are executed.
1 · Reply
GoAt2OG
GoAt2OG May. 8 at 6:55 PM
$LITE needs to break $900 with a little bit of volume or we’re done for the day
0 · Reply
theoptionsplug
theoptionsplug May. 8 at 6:32 PM
Midday view of Top Flow 📊 Not surprised to see $INTC on top after the Apple $AAPL deal 😂 $LITE leads the bear flow for today... up 1216% in 1Y. Maybe time for some profit taking?
0 · Reply
Camelman201
Camelman201 May. 8 at 6:27 PM
$LITE Jane! Stop this crazy thing! Jane!
0 · Reply
israella
israella May. 8 at 6:26 PM
$LITE turning around?
0 · Reply
Oceanavekid
Oceanavekid May. 8 at 6:21 PM
$LITE not ready to throw in the towel just yet
0 · Reply
israella
israella May. 8 at 5:55 PM
$LITE took the L here but my baby $INTC made up for it BIGLY
1 · Reply