Creator sentiment
3 creators · 3 views · past 7 days
Updated October 20, 2026
The bull case
- +Critical player in optical interconnects solving the 'copper wall' bottleneck in AI data centers.
- +Unable to meet 70% of customer demand; sold-out capacity through early 2029.
- +$2B strategic purchase commitment from Nvidia for Blackwell rollout.
- +Q4 revenue up over 100% year-over-year, blowing past expectations.
- +Revenue grew 110% year-over-year, with 1.6T transceivers shipping and 800G still strong.
- +Optical circuit switching and external light sources add growth paths, with OCS revenue expected above $100 million.
- +Forward P/E of 32.61 at $820 is attractive despite supply risks.
- +Lumentum produces optical technologies that move enormous amounts of data between AI processors, and Nvidia invested $2 billion with similar purchase commitments.
The bear case
Nothing notable in the past 7 days.
What StockTubers recently said
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Critical player in optical interconnects solving the 'copper wall' bottleneck in AI data centers. · Unable to meet 70% of customer demand; sold-out capacity through early 2029. · $2B strategic purchase commitment from Nvidia for Blackwell rollout. · Q4 revenue up over 100% year-over-year, blowing past expectations.
📹 10 AI Stocks CRASHED — I'm Buying the Opportunity!!
Revenue grew 110% year-over-year, with 1.6T transceivers shipping and 800G still strong. · Optical circuit switching and external light sources add growth paths, with OCS revenue expected above $100 million. · Forward P/E of 32.61 at $820 is attractive despite supply risks.
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Lumentum produces optical technologies that move enormous amounts of data between AI processors, and Nvidia invested $2 billion with similar purchase commitments. · These optical tech companies could be the next big supply shortages, and I'd be buying both.