LITE - Lumentum Holdings Inc. 0 WATCHERS

LITE could be one of the best artificial intelligence infrastructure investments in 2026. LITE core drivers stem from its pivotal position in the AI driven optical communications market, with three key factors propelling its performance: significantly exceeding financial expectations for 2025, explosive industry demand growth, and earnings certainty from capacity …

LITE, GFS, AVGO, GOOGL, COHR, CRDO, MRVL, IBM, CIEN and MTSI would be my top 10

I have a bunch. Most notable - Meta $135 cost basis sold around $185 - PLTR $10 cost basis sold around $26 - LITE had a low $50-$60 cost basis and sold low $90s.

The AI trade The AI trade has decisively split recently. The Google compute complex, including AVGO, LITE, CLS, and TTMI, has soared. The OpenAI compute complex, including ORCL, AMD, CRWV, MSFT, and NVDA, has crashed. Of course, underlining this split has been: 1) the growing popularity of Google’s TPUs for …

The AI trade has decisively split recently. The Google compute complex, including AVGO, LITE, CLS, and TTMI, has soared. The OpenAI compute complex, including ORCL, AMD, CRWV, MSFT, and NVDA, has crashed. Of course, underlining this split has been: 1) the growing popularity of Google’s TPUs for AI compute, 2) …

Mainly focused on AI Data center buildouts and trying to own the shovels of AI Top 5 - CLS, VRT, LRCX, NVT, SANM Next 5 - NVDA, TEL, TSM, ANET, AVGO Speculative A - SNDK, WDC, LITE, STX, ETN Speculative B - CIEN, JBL, NBIS, APLD, SMCI, FN, COHR,