LITE Lumentum Holdings Загрузка... : Бычьи и медвежьи мнения аналитиков
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Лучшие сигналы
Лента
05:44
02 сен
02 сен
Lumentum named in CPO laser ecosystem.
Named as related value chain for ELS/CPO laser ecosystem in the photonics buildout; no explicit directional view.
Сред.
05:39
02 сен
02 сен
AI optics diversity sustains LITE growth across multiple layers
LITE has a multi-pronged AI optical growth story — the near-term InP/EML supply shortage drives earnings while VCSEL-based CPO, OCS and ELS open new TAM layers. Diversity of growth vectors reduces single-cycle dependence and supports sustained expansion.
Выс.
23:14
01 сен
01 сен
Evercore sees $50B DCI/scale TAM by 2030
Evercore ISI projects combined DCI and scale-across TAM surpassing $50B by 2030; LITE, COHR, MRVL, AVGO named as exposed tickers with no explicit directional view from the speaker.
Низ.
22:34
01 сен
01 сен
Lumentum watch optical intensity demand
Lumentum benefits from rising optical intensity and speed migration in AI data centers. Dell's optics constraint confirms strong demand. Beneficiary research basket, not author-owned pick.
Сред.
20:44
01 сен
01 сен
"Lumentum CEO sees strength in scale-across trend"
"Author relays Lumentum CEO Hurlston's interview comment that LITE is well positioned if scale-across architecture becomes bigger; promotes a full video breakdown and offers no direct trade call."
Низ.
19:55
01 сен
01 сен
Watch AI hardware names after Epic/ChatGPT deal
Watch these AI/data-center names following the ChatGPT-Epic EHR integration flagged as impressive; no ownership language means treat as affected-company watch, not positions.
Сред.
19:47
01 сен
01 сен
The article centers on Lumentum's CEO arguing that data-center delays and site constraints can expand the optical opportunity if hyperscalers spread compute across more locations — a direct demand the
The article centers on Lumentum's CEO arguing that data-center delays and site constraints can expand the optical opportunity if hyperscalers spread compute across more locations — a direct demand thesis for Lumentum's optical products.
Risk: Thesis depends on compute demand staying strong; if hyperscalers cut total capex or consolidate sites, the optical uplift may not materialize.
18:51
01 сен
01 сен
Scale-out CPO switch content around $8,000
Details per-switch FAU and ELSFP content values in a scale-out CPO switch; lists NVDA, AVGO, FN, MRVL, COHR, LITE without committing to a directional view.
Сред.
17:38
01 сен
01 сен
Watch LITE on optics bottleneck thesis
Watch LITE as an optics bottleneck beneficiary from hyperscaler capex doubling; author does not state an ownership position.
Сред.
16:31
01 сен
01 сен
Lumentum passed $1B in quarterly revenue, pump laser shipments rose more than 80% YoY, EML lead times extend beyond 2027, and NVIDIA made a $2B investment with multi-year purchase commitments.
Lumentum passed $1B in quarterly revenue, pump laser shipments rose more than 80% YoY, EML lead times extend beyond 2027, and NVIDIA made a $2B investment with multi-year purchase commitments.
Risk: CPO adoption could reduce pluggable transceiver and optical component dollar content; the article warns bandwidth growth is not the same as optical revenue growth.
15:59
01 сен
01 сен
Author highlights CRDO's 88% AEC market control and full AI interconnect product stack.
Author highlights CRDO's 88% AEC market control and full AI interconnect product stack, framing it as a deep-dive bullish thesis ahead of earnings, while other tickers are read-through beneficiaries.
15:34
01 сен
01 сен
The author argues that fragmented AI infrastructure shifts networking burden to connectivity.
The author argues that fragmented AI infrastructure shifts networking burden to connectivity names, but lists tickers without stating a position or forward call, so they are watch items.
15:19
01 сен
01 сен
The author observes Lumentum increasingly highlighting VCSEL in presentations despite being.
The author observes Lumentum increasingly highlighting VCSEL in presentations despite being primarily an InP foundry, noting a strategic shift without taking a directional position.
Низ.
12:46
01 сен
01 сен
The author holds the light source layer of the AI hardware stack, betting on the scarcity of high-power lasers and semiconductor optical amplifiers required for co-packaged optics.
Выс.
12:26
01 сен
01 сен
LITE watch in infra basket.
Optical networking name in the cohort review, not a position.
Сред.
11:50
01 сен
01 сен
LITE/COHR named in AXTI supply-chain read-through
Watch LITE and COHR as counterparties in AXTI's InP substrate agreements. This is a supply-chain read-through only, not an explicit call on either name.
Сред.
10:02
01 сен
01 сен
The author lists optical and networking tickers as beneficiaries of data center scale-across.
The author lists optical and networking tickers as beneficiaries of data center scale-across and copper-to-optical transitions, but provides no explicit position or forward call, so these are watch items.
Низ.
09:46
01 сен
01 сен
Author sees LITE's AI optical demand as validation for SIVE's laser technology.
Author sees LITE's AI optical demand as validation for SIVE's laser technology, calling it very bullish for SIVE's future revenue capture.
Низ.
05:47
01 сен
01 сен
Long LITE on silicon photonics laser bottleneck.
Author ranks Lumentum as a top beneficiary of TSMC's identified bottlenecks in silicon photonics scaling. The thesis is that CPO increases demand for external InP/CW laser sources, giving Lumentum pricing power as a key supplier to a critical, hard-to-scale manufacturing step.
Сред.
00:53
01 сен
01 сен
Watch Nvidia's disclosed equity stakes
Watch these names as Nvidia's disclosed equity stakes/read-throughs; the author cites them to explain Nvidia's ETF-like diversification, not as his own positions.
Сред.
00:47
01 сен
01 сен
LITE watch via AI infrastructure
Watch LITE as part of the AI infrastructure read-through basket; research note framing, no explicit author position.
Сред.
23:56
31 авг
31 авг
Watch LITE AI optical-connectivity research
Watch LITE as AI optical-connectivity research and CEO commentary; the post lays out a bullish framework but does not state author ownership, buy, hold, or a direct trade call.
Выс.
22:24
31 авг
31 авг
Watch LITE for AI recovery
LITE cited as an AI company with improved fundamentals and raised guidance. Research/read-through framing, no position language. Watch for rubber-band recovery.
Сред.
20:35
31 авг
31 авг
LITE core long on relative strength.
Hold LITE as a core long because it has held the recent rally much better than AAOI after the Leopold unwind, signaling relative strength.
Выс.
20:13
31 авг
31 авг
Optical transceiver sales projected up 25–50%
SEMICON Taiwan notes: optical transceiver sales seen +25% in 2025 and +50% in 2026; silicon photonics share >50% by 2027; CPO mass production H2; bottlenecks in lasers, fibers, connectors, testing.
Низ.
18:35
31 авг
31 авг
Cash-flow optics names held up better.
Mentions COHR, LITE, and CRDO as optics names with real fab/laser/cable capacity and current purchase orders; no explicit directional trade stated.
Сред.
17:08
31 авг
31 авг
The author discusses Lumentum and Coherent as scale-up laser suppliers for NPO and CPO ramps.
The author discusses Lumentum and Coherent as scale-up laser suppliers for NPO and CPO ramps, framing it as an industry timeline analysis rather than a personal position.
15:06
31 авг
31 авг
The author notes MediaTek may receive an extra Nvidia investment as a supply-chain read-through.
The author notes MediaTek may receive an extra Nvidia investment as a supply-chain read-through, but lists beneficiaries without stating any personal position or forward call.
Низ.
14:51
31 авг
31 авг
Author notes TSM's local sourcing preference and contrasts Taiwan silicon photonics strength.
Author notes TSM's local sourcing preference and contrasts Taiwan silicon photonics strength with US names pulling back, framing it as market observation rather than a trade call.
Низ.
13:57
31 авг
31 авг
AI XPU drives optical interconnect demand
Buy Lumentum and Coherent as more AI XPU and rack-scale connectivity drive optical interconnect demand.
Сред.
Об аналитическом покрытии LITE
Buzzberg отслеживает LITE (Lumentum Holdings) в 94 источниках. Бычьих сигналов: 478, медвежьих: 5, от 112 аналитиков. Сентимент преимущественно бычий (22%). Всего отслеживается 2185 торговых идей. За последние 7 дней: бычьих: 13, наблюдение: 71. Последние спикеры: photoncap, pequityresearch, TheValueist.