LITE
Lumentum HoldingsWho's tracking it
People we track who have mentioned this stock — their take and the move.
AXT Inc (AXTI) enters long-term agreement with Lumentum (LITE) for InP substrates, with Lu
Committed $43.5M deposit to secure InP substrate capacity for long-term production needs, signaling confidence in its product roadmap.
Source: X / @aleabitoreddit ↗GOOGL earnings showed accelerating Google Cloud revenue (+82% YoY) with expanding margins,
GOOGL's cloud capex guidance and networking spend (~40% of capex) directly benefit optics/networking companies like LITE, which is a key supplier for data center connectivity.
Source: X / @aleabitoreddit ↗Memory and AI-related stocks saw broad gains, with Kioxia up 17%, Samsung up 6%, and multi
LITE, as part of optical networking recovery, was up 4%+ premarket.
Source: X / @aleabitoreddit ↗The author guesses the semiconductor market is near a bottom, citing potential indicators
The author includes Lumentum as part of the semiconductor market that may be near a bottom.
Source: X / @aleabitoreddit ↗Innolight's investor relations indicate that 800G demand has significantly increased versu
Same as AAOI: 800G demand increase drives positive outlook for US transceiver makers.
Source: X / @aleabitoreddit ↗Morgan Stanley's note validates prior research, highlighting key CPO participants and emph
Identified as a key participant in laser supply for CPO, benefiting from the chokepoint where Chinese suppliers are not competitive.
Source: X / @aleabitoreddit ↗The author argues that recent selloffs in photonics and Nvidia supply chain stocks are due
Completely sold out for the next 2 years and likely into 2029, indicating strong demand for photonics components tied to Nvidia's roadmap.
Source: X / @aleabitoreddit ↗Hesai Technology, a Chinese lidar maker, faces US national scrutiny over its partnership w
Second-order effect: increased demand for upstream laser components from Western lidar players benefits Lumentum as a supplier.
Source: X / @aleabitoreddit ↗The author observes a simultaneous sharp drop (-4% to -10%+) in multiple semiconductor/sto
Indiscriminate selloff from margin liquidations, not fundamentals, may create a buying opportunity if underlying improves.
Source: X / @aleabitoreddit ↗The author reflects on Reddit (RDDT) returning above $200, highlighting its strong fundame
Laser bottleneck into 2029; optical players state everything they make gets bought, indicating strong demand.
Source: X / @aleabitoreddit ↗SemiAnalysis released a negative report on CPO timing causing a crash in photonics stocks,
Stock was negatively targeted in SemiAnalysis report, then included in their co-launched ETF after crash.
Source: X / @aleabitoreddit ↗The author reviews notes from POET's AGM, highlighting a severe shortage of laser supplier
LITE's CEO stated laser supply is sold out into 2028, and POET's AGM implies shortage extends to 2029, reinforcing strong demand for LITE's laser products.
Source: X / @aleabitoreddit ↗The author is highly bullish on the 2020-2030 decade, highlighting advancements in reusabl
AI DC lasers.
Source: X / @aleabitoreddit ↗Elon Musk's SpaceX/Musk entity acquires Mesh, an optical networking startup with 1.6T OSFP
Has some history with such startups, though less direct, could benefit indirectly from the optical interconnect trend and M&A activity highlighted by Musk's acquisition.
Source: X / @aleabitoreddit ↗Post provides fundamental research on OE Solutions, a small Korean optical transceiver com
Listed among EML players but OE Solutions is catching up, not directly backed.
Source: X / @aleabitoreddit ↗The author reflects on receiving strong initial backlash for many of their investment idea
Photonics was called a bubble at $300, but thesis proved correct.
Source: X / @aleabitoreddit ↗The author believes AI is as disruptive as the agricultural or industrial revolution and e
Upstream semiconductor; no bubble seen due to insane profits from buildout.
Source: X / @aleabitoreddit ↗The author reflects on past predictions for optical stocks AAOI, LITE, and AXTI, noting th
Lumentum's market cap grew from $26B to $74.47B, validating the author's early bullish view on opticals.
Source: X / @aleabitoreddit ↗New reports indicate AMD is struggling to secure CW laser supply and is negotiating large
Lumentum is already fully booked on CW capacity due to EML contracts, potentially limiting ability to serve new demand from AMD.
Source: X / @aleabitoreddit ↗The author argues that SIVE is a uniquely qualified supplier of lasers for hyperscaler cab
The author draws a direct parallel between SIVE's potential and LITE's historical growth to a $75B company, implying a similar transformative trajectory based on its laser technology and market position.
Source: X / @aleabitoreddit ↗The author is bullish on US markets due to Trump's pre-midterm stimulus, and specifically
Optical basket should benefit from indium phosphide (InP) deployment, likely in datacom/telecom.
Source: X / @aleabitoreddit ↗China eased InP substrate export restrictions, potentially relieving a key bottleneck in p
Laser/optical components company gains from relaxed substrate export, boosting manufacturing capacity.
Source: X / @aleabitoreddit ↗The author harshly criticizes technical analysis (TA) as pseudoscience for traders, arguin
The author groups LITE with AAOI under a thematic relation, suggesting positive catalysts from supply-chain news or industry trends.
Source: X / @aleabitoreddit ↗The author reflects on past high-conviction stock picks that performed very well, mentions
Rose from $330 to $904, core high conviction idea aged well.
Source: X / @aleabitoreddit ↗The author notes that the market turned green after Trump cancelled attacks on Iran, imply
Price turned green directly following the Iran news, indicating a positive reaction from geopolitical de-escalation.
Source: X / @aleabitoreddit ↗The author states that optical players LITE, AAOI, and SIVE are recovering from a selloff
Author believes initial selloff was stupid and stocks are recovering as they should.
Source: X / @aleabitoreddit ↗Lumentum management reaffirmed its CPO scale-up timeline at a Mizuho conference, with init
Management confirmed no delays to CPO scale-up timeline, with first shipments in H2 2027 and ramp in 2028, aligning with prior guidance; Nvidia SVP also confirmed its own timeline, supporting Lumentum's positioning in the optical supply chain.
Source: X / @aleabitoreddit ↗Industry sources indicate CPO scale-out is ahead of schedule, with Foxconn units and optic
The company expects Scale-Up optical product shipments in H2 2027 and volume ramp in 2028, aligning with industry's faster CPO timelines.
Source: X / @aleabitoreddit ↗The author believes photonics technology from AAOI, LITE, and SIVE is not disappearing soo
The author thinks LITE's photonics are not disappearing anytime soon, implying sustained relevance.
Source: X / @aleabitoreddit ↗The optical interconnect bottleneck nobody is pricing in
Optical components supplier positioned for CPO ramp.
Source: X / @aleabitoreddit ↗NVIDIA invests in LITE · stake
Up 51% since NVIDIA's investment.
Source: Motley Fool ↗
