LITE
Lumentum Holdings Inc. - Common Stock - Recent news and sentiment analysis
Default charts cover the last 24 hours by "day" period and sentiment shares compare positive vs. negative mentions after removing neutral posts.
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LITE Price & Sentiment Over Time
Sentiment series exclude neutral posts so the green/red balance matches the bar on the home page; price points use the latest available quote.
Don’t worry, it’s being bought by paramount. It’s going to be another FOX-lite soon enough.
Don’t worry, it’s being bought by paramount. It’s going to be another FOX-lite soon enough.
**Ban Bet Created:** **/u/CasinoEnjoyer** bet **LITE** goes from **700.06** to **750.0** before **06...
**Ban Bet Created:** **/u/CasinoEnjoyer** bet **LITE** goes from **700.06** to **750.0** before **06-Mar-2026 04:37 PM EST** Their record is 0 wins and 0 losses. [**Join WSB Discord**](https://discord.gg/wsbverse)
!banbet LITE 750 1W
Good question, I’m riding LITE to the moon tho so hopefully they don’t stop buying
Good question, I’m riding LITE to the moon tho so hopefully they don’t stop buying
LITE WILL BE $1000 AFTER NEXT EARNINGS 🤌🤗
LITE WILL BE $1000 AFTER NEXT EARNINGS 🤌🤗
LITE u moron. Up 900% this year while ur dumbass was typing in reddit threads🫵😂
LITE u moron. Up 900% this year while ur dumbass was typing in reddit threads🫵😂
COHR and lite
$LITE is that n**** 🤑🤑🤑🤑
Let's go LITE
Lite to 700 by EOD tomorrow and gev to 900
Lite to 700 by EOD tomorrow and gev to 900
COHR and LITE make me horny
Does nobody here trade LITE? It’s casually been absolutely ripping through ATH’s for a while now and...
Does nobody here trade LITE? It’s casually been absolutely ripping through ATH’s for a while now and I never see it mentioned.
Best ideas for AI bottlenecks
Memory has had its moment. What’s next? Been looking at photonics (lite etc) but many already have also gone up considerably last year Where’s next area and what stocks looking at in the AI supply chain My take: \- photonics (replace copper) but LITE has already ballooned. \- energy
$LITE has a PE of 200+ Am I regarded for wanting to short this?
$LITE has a PE of 200+ Am I regarded for wanting to short this?
#Ban Bet Won --- /u/DramaticVisit492 made a bet that LITE would go to 650.0 within **2 weeks** when...
#Ban Bet Won --- /u/DramaticVisit492 made a bet that LITE would go to 650.0 within **2 weeks** when it was 538.25 and it did, congrats fucker. Their record is now 1 wins and 0 losses [**Join WSB Discord**](https://discord.gg/wsbverse)
**stagflation lite**
LITE has had an insane run surprised it doesn’t get all that much attention around here
LITE has had an insane run surprised it doesn’t get all that much attention around here
Let's go open and app and you too lite. 👍
Let's go open and app and you too lite. 👍
You already have a bet going - LITE to 650.0 before 20-Feb-2026 12:26 PM -05
You already have a bet going - LITE to 650.0 before 20-Feb-2026 12:26 PM -05
Goddamnn LITE
Wtf is Lumentum (LITE), wtf is that 1 year chart, and why did no one here tell me about it
Wtf is Lumentum (LITE), wtf is that 1 year chart, and why did no one here tell me about it
#Ban Bet Lost /u/cosmo7 made a bet that LITE would go to 620.0 within **1 week** when it was 575.45...
#Ban Bet Lost /u/cosmo7 made a bet that LITE would go to 620.0 within **1 week** when it was 575.45 and it did not, so they were banned for a week. Their record is now 0 wins and 1 losses [**Join WSB Discord**](https://discord.gg/wsbverse)
Prediction: Prepare for DeepSeek Moment 2.0
\\DeepSeek quietly testing their new "v4-lite" model in their app this week with a massive 1-Million token context window and lightning-fast speeds. A few clues strongly suggest this new model is based on a new architecture (i.e not Nvidia) 1. This model has 1M context, which was too expensive to do in previous-gen Deepseeks trained on Nvidia GPUs. 2. The attention quality is extremely high - many early testers expressed surprise DeepSeek can now find a specific passage in 500k-word novel. This level of attention was previously only possible with Gemini. 3. Faster inference - people deduced that this new model is smaller than previous iterations - likely a compromise they had to make as they build up their Ascend cluster. # The Catalyst 🧨 DeepSeek's v4 technical report is imminent (Lunar New Year timing). When the paper confirms v4-lite was natively trained end-to-end on Huawei Ascend CM384 clusters... the psychological "CUDA Moat" instantly evaporates. NVDA goes from an "invincible software monopoly" to a "commoditized hardware vendor." US Hyperscalers (Zuck, Sundar, Satya) will realize they don't need to pay Jensen's 75% gross margin tax anymore. We are looking at a 15-20% gap down overnight. Do I know this for sure? I am not an insider and I cannot forsee the future. But the risk/reward looked good enough to me. # Positions: # NVDA 2/20 165p **TL;DR:** DeepSeek possibly built their new 1M-context model natively for Huawei chips and only used Nvidia as an expensive backup plan. CUDA moat is no moat.
I feel like I've never heard LITE mentioned here. Lumentum has been on a fuckin tear for the past ye...
I feel like I've never heard LITE mentioned here. Lumentum has been on a fuckin tear for the past year and I've been holding since the covid crash
#LITE 700 before SNDK, book it
#LITE 700 before SNDK, book it
If you full ported in $LITE at the start of the year you would be up 48% already
If you full ported in $LITE at the start of the year you would be up 48% already
why do you dumb fucks still trade mu sndk ive been saying for the last few weeks its all about LITE
why do you dumb fucks still trade mu sndk ive been saying for the last few weeks its all about LITE
its been optics like LITE and ciena recently
its been optics like LITE and ciena recently
**Ban Bet Created:** **/u/cosmo7** bet **LITE** goes from **575.45** to **620.0** before **16-Feb-20...
**Ban Bet Created:** **/u/cosmo7** bet **LITE** goes from **575.45** to **620.0** before **16-Feb-2026 04:54 PM EST** Their record is 0 wins and 0 losses. [**Join WSB Discord**](https://discord.gg/wsbverse)
!banbet LITE 620 7d
sold my LITE way too early couldve doubled my port
sold my LITE way too early couldve doubled my port
Non-M BMW owners (M-Lite, as they prefer) are hilarious My brother in arms your M340 is not “basic...
Non-M BMW owners (M-Lite, as they prefer) are hilarious My brother in arms your M340 is not “basically an M3” LMAO
QE Lite^TM
Lite my ass on fire
Thoughts on LITE?
Imagine buying POET a month ago instead of actual companies LITE and COHR
Imagine buying POET a month ago instead of actual companies LITE and COHR
#Ban Bet Won --- /u/Woody1937 made a bet that LITE would go to 530.45 within **1 day** when it was ...
#Ban Bet Won --- /u/Woody1937 made a bet that LITE would go to 530.45 within **1 day** when it was 505.19 and it did, congrats fucker. Their record is now 1 wins and 0 losses [**Join WSB Discord**](https://discord.gg/wsbverse)
LITE is the greatest stock of all time why did i bother diversifying into garbage this would have ma...
LITE is the greatest stock of all time why did i bother diversifying into garbage this would have made me a millionaire this week
lol. why's everyone bearish on AI now? just cuz you missed the ride up? don't worry, we're refueling...
lol. why's everyone bearish on AI now? just cuz you missed the ride up? don't worry, we're refueling. LITE to the moon
**Ban Bet Created:** **/u/Woody1937** bet **LITE** goes from **505.19** to **530.45** before **06-Fe...
**Ban Bet Created:** **/u/Woody1937** bet **LITE** goes from **505.19** to **530.45** before **06-Feb-2026 04:01 PM EST** Their record is 0 wins and 0 losses. [**Join WSB Discord**](https://discord.gg/wsbverse)
!banbet $LITE +5% 1d
Lite 426 to 500 bounce lesss gooo
Lite 426 to 500 bounce lesss gooo
LITE(YOLO) at the end of the Tunnel
lite
so LITE jumped when COHR initially jumped - and now COHR dumped and LITE is still up 5%. ok.
so LITE jumped when COHR initially jumped - and now COHR dumped and LITE is still up 5%. ok.
Can my Lumentum $LITE [DD](https://www.reddit.com/r/wallstreetbets/comments/1ojdtli/lumentum_lites_i...
Can my Lumentum $LITE [DD](https://www.reddit.com/r/wallstreetbets/comments/1ojdtli/lumentum_lites_it_up_200g_lasers_key_supplier_of/) from 3 months ago get a little love? It was $200 when I posted it. I had a bunch of retards tell me I was late. $LITE reported tonight and is now $470
$LITE - Optics & photonics are the new memory & storage.
Positions: 36 shares @ $462 I will add calls at open tomorrow. Eyeing $550 Calls for March and April Lumentum dropped Q2 FY2026 earnings after the bell and absolutely smoked expectations. They reported $1.67 EPS versus the $1.23 consensus a 36% beat. Revenue came in at $665 million, up 65% year-over-year. But here’s what really sent the stock flying: their Q3 guidance. Management is projecting $780-830 million in revenue and $2.15-2.35 EPS for next quarter. Wall Street was expecting $706 million and $1.60 EPS. # Why I like this stock? If you don’t know Lumentum, they make the laser chips and optical components that power basically every AI data center network. When NVIDIA builds out infrastructure for training massive AI models, Lumentum’s tech is inside those connections. They hold roughly 50-60% market share in the high-end laser chips (EMLs) used in 800G and upcoming 1.6T transceivers. Over 60% of their revenue now comes directly from cloud and AI infrastructure. The big recent catalyst beyond earnings is their NVIDIA partnership announced last year. Lumentum was selected as a key contributor to NVIDIA’s silicon photonics ecosystem, providing lasers for the new Spectrum-X Photonics networking switches that are scheduled to ship in 2026. Jensen Huang called these switches critical for scaling “AI factories” to millions of GPUs. Having NVIDIA as a partner in this space is about as good as it gets. Their capacity is essentially sold out through 2026 and largely booked into 2027. When demand exceeds supply by 25-30%, you get pricing power, and that’s exactly what’s happening here. They’re expanding laser chip capacity by 40% but still can’t keep up. # Chart looks great; similar to $SNDK before the breakout. # My Bull Case The AI infrastructure buildout is real and accelerating. Hyperscalers like Google, Microsoft, and Oracle are spending aggressively, and Lumentum sits at a critical chokepoint in the supply chain. Their technology is genuinely hard to replicate, indium phosphide fabrication is highly specialized, and competitors can’t just spin up capacity overnight. Management execution has been excellent. They’ve beaten earnings estimates in every quarter recently, and each time they guide higher, they deliver. The transition to 200G-per-lane EMLs carries higher margins, and their Optical Circuit Switch business is targeting $100 million in quarterly revenue by end of 2026. If AI capex continues at current rates, this stock could have more room to run despite already being up 400%.
yawnnn... too easy. LITE printing like always.
yawnnn... too easy. LITE printing like always.
LITE sympathy pump
$lite earnings paying off big
$lite earnings paying off big