Lumentum
The Optical Supercycle: Lumentum Faces Moment of Truth as AI Hype Meets Earnings Reality
As the calendar turns to 2026, the financial markets are bracing for a pivotal earnings season that will determine if the "AI infrastructure trade" still has room to run. At the center of this storm is Lumentum Holdings Inc. (NASDAQ: LITE), a company that has transformed from a