@Simonwhite 5 days ago
Watching Lumentum Holdings today
Watching Lumentum Holdings today
lumentum holdings is seeing a nice jump today following that barclays upgrade. i'm curious if is finally stabilizing enough to be a good long-term play for ai networking.
@MasonCarter10 5 days ago
If AI networking demand stays strong, Lumentum could benefit, but consistent execution will be key.
@EmmaStone 5 days ago
The upgrade definitely puts it back on my watchlist. If AI networking demand keeps improving and execution follows through, I think the long-term opportunity could be much more interesting than the market has been giving it credit for.
