Is Lumentum Holdings a sustainable long-term investment, or does the pivot to AI mask underlying financial risks?

#ai #datacenter #lumentum #optical #laser #VCSEL $LITE $MRVL $AAOI

youtu.be/nMff5ikasj0

#Lumentum ($LITE) is sold out of AI optical parts into 2029, and customers are already lining up 2030 orders $AAOI $COHR

Lumentum shares rose after GF Securities said Nvidia’s co-packaged optics (CPO) scale-out is ramping faster than expected, potentially accelerating demand for Lumentum’s optical lasers.

#LITE #NVDA #Lumentum #Nvidia #Photonics

#Sivers' ($SIVEF) partner Win adds laser capacity as #Lumentum reports demand exceeding supply $LITE

🔌 Lumentum and Credo are bouncing as 1.6T networking moves from cool demo to actual deployment. Now the market wants the boring part: revenue. www.ebc.com/forex/lument...

#Lumentum #Credo #AI #Semiconductors