LUMENTUMLITE

Spun out of JDSU and listed in 2015. Its Cloud & Networking segment supplies optical chips and modules to data center and AI infrastructure customers, while Industrial Tech builds laser systems for semiconductor, display and EV manufacturing. Because bigger AI clusters need more optical links between GPUs, its demand tracks data center buildouts closely.

CEO Michael E. Hurlston · Founded 2015 · HQ San Jose, California, USA · Exchange NASDAQ · Website lumentum.com

Predictions & track record (3)

• Awaiting grading Lumentum handed its wafer supplier $43.5 million up front, and it was not payment for goodsAt AXT's third-quarter results in November 2026, score whether indium phosphide revenue stepped up from the $13.6 million of the first quarter and whether the backlog above $100 million began converting into revenue.
• Awaiting grading The US government just took 1% of GlobalFoundries, and the money it handed over was for research, not a fabScore on whether the letter of intent converts into a signed deal with the 300 million dollars disbursed, and whether the other six close on the same equity terms.
• Awaiting grading Alphabet's Q2 beat blows past estimates, and Google raises 2026 capex guidance to $195-205BCheck in the following weeks whether optics and networking suppliers like $LITE rally on Google's raised capex guidance, and whether Microsoft and Meta echo the same capex increase when they report next week.

6 related posts

• Watch Lumentum handed its wafer supplier $43.5 million up front, and it was not payment for goods Serenity (@aleabitoreddit) · 2026-07-29
• Watch The US government just took 1% of GlobalFoundries, and the money it handed over was for research, not a fab Serenity (@aleabitoreddit) · 2026-07-29
• Bull The 'Photonics CEO' Who Said Pluggables Have 10 Years Left Runs a Laser Supplier, Not AAOI Serenity (@aleabitoreddit) · 2026-07-24
• Bull Alphabet's Q2 beat blows past estimates, and Google raises 2026 capex guidance to $195-205B Serenity (@aleabitoreddit) · 2026-07-22
• Bull Kioxia jumps 17%, Samsung 6%, as the AI trade rallies across memory, optics, and neoclouds Serenity (@aleabitoreddit) · 2026-07-21
• Bull Goldman's 163% upside call on Innolight is a read-through for the whole optics chain Serenity (@aleabitoreddit) · 2026-07-17