LITE - Lumentum Holdings

Cited as part of the supplier rotation: rose 15% on the Agility Robotics IPO day. Reported as factual market movement illustrating investors buying component suppliers rather than robot makers.

Host says he's a shareholder and would love to make more videos, but he stays bullish quietly since audience interest (views) is low.

Weak open; if it falls below $84 support, expect further downside.

Nvidia announced another $2B investment into Lumentum, plus a multibillion-dollar purchase commitment and manufacturing capacity agreement. Lumentum's high-performance lasers and optical components are essential for the optical networking layer of massive AI data centers.

Listed as a best-of-breed, irreplaceable company in the stock draft discussion.

Bullish on photonics and optical buildout; expects multiple quarters of growth and sees the stock as still underappreciated.

Product mix exposed to CPO, a bottleneck area in AI networking; strong quarter and attractive entry point after a dip. Tanner likes it despite not having a position.

Strong photonics demand, 109% revenue growth, and bottlenecked product mix. Host calls the photonics trade 'in' and prefers Lumentum over Coherent.

Lumentum earnings are discussed as part of the photonics trade, which is a key bottleneck in AI data centers; no explicit buy/sell in the available transcript, but coverage implies interest.

Lumentum is in both the host's draft and personal portfolio; he is very interested in upcoming earnings.