InfluAlpha

LITE

Lumentum Holdings Inc. - Common Stock NASDAQ

Last close $1,048.60 as of 08 Oct 2026
Avg call return
+20.8%
+19.3% vs. index
Scored calls
29
Channels
15
Win Rate
90%
Side taken
26Buy 3Sell

29 scored calls · 15 channels · first tracked 25 Jun 2026

LITE: tracked call record. Across the full tracked record, 29 of 29 published calls are scored, with an average call return of 20.83%. Scored calls were published from 25 Jun 2026 to 20 Sep 2026, measured from each entry price to its latest available close (price dates: 08 Oct 2026 to 08 Oct 2026). Average benchmark excess is 19.25 percentage points, based on 29 of the 29 scored calls only. Unscored calls are excluded from averages. Holding periods and price freshness vary. These are averages of directional call returns, not an investable portfolio return; fees, dividends and execution costs are not included.

Who is calling LITE

Last 12 months · 14 buying · 2 selling

  1. 01 Dylan Rieger Buy Calls 1 Return +47.3% Show calls
    1. 27 Jul 2026 Buy Entry $711.96 Now $1,048.60 +47.3% vs. index +42.6%

      AI-extracted call. Cite this call

      I personally would go with Lumentum if you wanted a higher potential more proven optical stock. In mid-December, I added Lumentum to my buy list in my AI infrastructure ebook and the stock has more than doubled since.
    Full record for Dylan Rieger
  2. 02 Ross Givens Buy Calls 1 Return +46.9% Show calls
    1. 31 Jul 2026 Buy Entry $713.94 Now $1,048.60 +46.9% vs. index +43.3%

      AI-extracted call. Cite this call

      Bloom Energy, Nvidia's, Core Weave, Coherent, Lumentum, Marvell, SanDisk, Micron, Western Digital and Sharon AI.
    Full record for Ross Givens
  3. 03 Future Investing Buy Calls 4 Return +30.5% Show calls
    1. 09 Jul 2026 Buy Entry $785.77 Now $1,048.60 +33.4% vs. index +30.5%

      AI-extracted call. Cite this call

      the market gives you opportunity to actually buy in at a much lower price than where we were potentially even just 2 weeks ago
    2. 09 Jul 2026 Buy Entry $785.77 Now $1,048.60 +33.4% vs. index +30.5%

      AI-extracted call. Cite this call

      I'm playing all of them. Nvidia, Micron, Broadcom, Lum, the list goes on and on.
    3. 09 Jul 2026 Buy Entry $785.77 Now $1,048.60 +33.4% vs. index +30.5%

      AI-extracted call. Cite this call

      I just invested in a new AI stock that many people are considering expensive and already looking at selling.
    4. 25 Jun 2026 Buy Entry $861.97 Now $1,048.60 +21.7% vs. index +16.3%

      AI-extracted call. Cite this call

      We're talking about optics or Lumenum holdings, ticker symbol L I T.
    Full record for Future Investing
  4. 04 Stockology Insider Buy Calls 1 Return +28.7% Show calls
    1. 14 Jul 2026 Buy Entry $814.80 Now $1,048.60 +28.7% vs. index +25.8%

      AI-extracted call. Cite this call

      Well, they buy the stocks I just mentioned.
    Full record for Stockology Insider
  5. 05 Mr. FIRED Up Wealth Buy Calls 1 Return +23.4% Show calls
    1. 04 Aug 2026 Buy Entry $849.47 Now $1,048.60 +23.4% vs. index +23.1%

      AI-extracted call. Cite this call

      I do like these things as long-term investments in more of a speculative type play.
    Full record for Mr. FIRED Up Wealth
  6. 06 Millionaires Investment Secrets Buy Calls 6 Return +21.3% Show calls
    1. 05 Sep 2026 Buy Entry $881.26 Now $1,048.60 +19.0% vs. index +18.5%

      AI-extracted call. Cite this call

      Rounding out our infrastructure trio, Lumentum Holdings Inc. LITE, serves as the indispensable photonics pioneer unlocking the ultimate physical frontier of data center design.
    2. 28 Aug 2026 Buy Entry $895.00 Now $1,048.60 +17.2% vs. index +16.6%

      AI-extracted call. Cite this call

      Completing our bottleneck trifecta by shifting from high-speed memory to optical interconnect architectures, our third stock is Lumentum Holdings, ticker LITE.
    3. 18 Aug 2026 Buy Entry $873.31 Now $1,048.60 +20.1% vs. index +19.2%

      AI-extracted call. Cite this call

      I would maintain the position and use temporary pullbacks for gradual accumulation rather than chasing short-term rallies.
    4. 17 Aug 2026 Buy Entry $968.90 Now $1,048.60 +8.2% vs. index +8.1%

      AI-extracted call. Cite this call

      I would avoid purchasing the entire position following a sharp rally. Instead, I would gradually accumulate shares during pullbacks, allowing volatility to create a better average entry price.
    5. 22 Jul 2026 Buy Entry $829.70 Now $1,048.60 +26.4% vs. index +22.8%

      AI-extracted call. Cite this call

      First on the list of bottleneck breakouts is Lum Holdings, ticker symbol LIT, a dominant photonix engine powering the entire lighteed interconnect transition.
    6. 20 Jul 2026 Buy Entry $765.55 Now $1,048.60 +37.0% vs. index +32.7%

      AI-extracted call. Cite this call

      our first high conviction pick. Lummentum Holdings, ticker LIT, a company whose underlying business model is undergoing a massive structural evolution that the market has completely mispriced.
    Full record for Millionaires Investment Secrets
  7. 07 TheStreet Buy Calls 1 Return +20.7% Show calls
    1. 01 Sep 2026 Buy Entry $868.95 Now $1,048.60 +20.7% vs. index +19.1%

      AI-extracted call. Cite this call

      You could look at names like lumen Tam for example.
    Full record for TheStreet
  8. 08 Schwab Network Buy Calls 2 Return +19.6% Show calls
    1. 18 Aug 2026 Buy Entry $873.31 Now $1,048.60 +20.1% vs. index +19.2%

      AI-extracted call. Cite this call

      And then you have Lumentum, which are light is the series. They're up like 130%.
    2. 13 Aug 2026 Buy Entry $880.41 Now $1,048.60 +19.1% vs. index +19.6%

      AI-extracted call. Cite this call

      So yeah, we own Lumentum. We own coherent within optical in particular, you know, Corning doesn't really have the same margins that that these other guys have.
    Full record for Schwab Network
  9. 09 Ticker Symbol: YOU Buy Calls 3 Return +19.5% Show calls
    1. 12 Sep 2026 Buy Entry $927.03 Now $1,048.60 +13.1% vs. index +11.9%

      AI-extracted call. Cite this call

      That's why I've been pounding the table on Lumenum, ticker symbol Liit T, and Coherent, ticker symbol CH.
    2. 05 Sep 2026 Buy Entry $881.26 Now $1,048.60 +19.0% vs. index +18.5%

      AI-extracted call. Cite this call

      At the infrastructure layer, I've been buying Coherent, Lummentum, and Fabernet, all of which I recently made a video on.
    3. 24 Aug 2026 Buy Entry $830.17 Now $1,048.60 +26.3% vs. index +24.9%

      AI-extracted call. Cite this call

      Personally, I'm still buying both, just like I said last time I covered them.
    Full record for Ticker Symbol: YOU
  10. 10 Yahoo Finance Buy Calls 1 Return +19.1% Show calls
    1. 13 Aug 2026 Buy Entry $880.41 Now $1,048.60 +19.1% vs. index +19.6%

      AI-extracted call. Cite this call

      A lot of them are these sort of optical components companies, but you also have the likes of ARM in there. You have Coherent, which we mentioned. We have Lmentum, which also uh, just reported.
    Full record for Yahoo Finance
  11. 11 Fox Business Clips Buy Calls 2 Return +18.1% Show calls
    1. 30 Aug 2026 Buy Entry $895.00 Now $1,048.60 +17.2% vs. index +16.6%

      AI-extracted call. Cite this call

      Yeah. I guess the way to put it, Charles, is the way the A.I. cluster, the larger it becomes, the harder it is the move the data. And that's why optics can actually grow faster than total GPU count. For that reason, LUMENTOM is not a one-product story. As optics move closer to GPUs next year, LUMENTOM will have multiple ways to participate.
    2. 13 Aug 2026 Buy Entry $880.41 Now $1,048.60 +19.1% vs. index +19.6%

      AI-extracted call. Cite this call

      MOMENTUM IS BETTER POSITION BECAUSE THEY SELL THE LASERS AND THAT'S WHERE IT IS.
    Full record for Fox Business Clips
  12. 12 Stocks Galore - Stock Picks & Investing Insights Buy Calls 1 Return +17.2% Show calls
    1. 30 Aug 2026 Buy Entry $895.00 Now $1,048.60 +17.2% vs. index +16.6%

      AI-extracted call. Cite this call

      you think maybe there's potential here for momentum and networking to continue to rock and roll like this
    Full record for Stocks Galore - Stock Picks & Investing Insights
  13. 13 BWB - Business With Brian Buy Sell Calls 2 Return +15.2% Show calls
    1. 20 Sep 2026 Sell Entry $930.91 Now $1,048.60 −12.6% vs. index −14.2%

      AI-extracted call. Cite this call

      So in this case, the signal that I'm seeing today is telling me to possibly sell some.
    2. 19 Jul 2026 Buy Entry $732.82 Now $1,048.60 +43.1% vs. index +39.0%

      AI-extracted call. Cite this call

      honestly, if Nvidia is willing to invest in them, there's going to be some growth potential.
    Full record for BWB - Business With Brian
  14. 14 Being Exponential with Luke Lango Buy Calls 1 Return +13.2% Show calls
    1. 14 Aug 2026 Buy Entry $926.14 Now $1,048.60 +13.2% vs. index +13.5%

      AI-extracted call. Cite this call

      Great buying opportunity on Light and our view.
    Full record for Being Exponential with Luke Lango
  15. 15 Stas Talks Stocks Sell Calls 2 Return −13.2% Show calls
    1. 14 Aug 2026 Sell Entry $926.14 Now $1,048.60 −13.2% vs. index −12.9%

      AI-extracted call. Cite this call

      they sold out of Lumentum
    2. 14 Aug 2026 Sell Entry $926.14 Now $1,048.60 −13.2% vs. index −12.9%

      AI-extracted call. Cite this call

      they sold out of Lumentum
    Full record for Stas Talks Stocks

Every video calling LITE

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Super Investors Are Quietly Loading Up On These Stocks!🚨

Stas Talks Stocks
75 calls 14 Aug 2026
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−0.9%

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