$LITE

3 theses

bullish 100%neutral 0%bearish 0%

Avg return (1m)

+0.0%

Win rate (1m)

33% (3 resolved)

1d 3d 1w 1m 3m 6m 1y

Past performance does not predict future results. Informational only, not investment advice.

Recent theses

Prices as of Oct 19, 4:30 PM ET

$LITEr/wallstreetbetsNewsbullish

u/theInquisitivePanda · 77d ago1 prior · awaiting results

US drafting ban on Chinese data center devices - Reuters

A Trump administration ban on Chinese data center optical transceivers would likely benefit Lumentum as a U.S.-based alternative to dominant Chinese competitor Zhongji Innolight, forcing major cloud providers like AWS to transition to higher-cost domestic suppliers.

At post $849.47Now $834.51-1.8% since postedas of Oct 19, 4:30 PM ET

1d-2.7%

3d+4.8%

1w-3.4%

1m-0.2%

3m—

6m—

1y—

original post →

$LITEr/wallstreetbetsGainbullish

u/TalkUsual2924 · 158d agono track record yet

Humble 14k gain with LITE after earnings drop recovery

LITE recovered from an earnings drop, resulting in a $14k gain. The post implies a bullish view on the stock's recovery and upward momentum following the initial post-earnings sell-off.

At post $1,001.81Now $834.51-16.7% since postedas of Oct 19, 4:30 PM ET

1d-3.1%

3d-3.1%

1w-3.7%

1m-8.0%

3m-6.9%

6m—

1y—

original post →

$LITEr/wallstreetbetsYOLObullish

u/37366034 · 180d ago19 prior · 40% at 3mo

AI Infrastructure Build Out YOLOs

Lumentum manufactures optical and photonic components essential for data center connectivity and AI infrastructure. The author views lasers and photonics as key bottlenecks with outsized upside potential.

At post $873.60Now $834.51-4.5% since postedas of Oct 19, 4:30 PM ET

1d-3.1%

3d+0.9%

1w-1.7%

1m+8.4%

3m-4.1%

6m-4.5%

1y—

original post →

End of results.