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LITE
Lumentum Holdings6 mentions · Related stocks tracker
+3.83% today
+26.97% 90d
Who's tracking it
People we track who have mentioned this stock — their take and the move.
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 ↗
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