Lumentum: The Optical Backbone of the Next Data‑Center Speed Cycle
Lumentum (LITE) sits squarely in the path of hyperscaler capex for AI infrastructure. Strong customer commitments, a meaningful market cap with stretched but defendable fundamentals, and improving technicals make a mid-term long trade attractive. Plan: enter near current levels, limit risk with a tight stop, and target a move above the $900s as man…