$LITE

3 theses

bullish 100%neutral 0%bearish 0%

Avg return (3m)

-5.5%

Win rate (3m)

0% (2 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 23, 4:45 PM ET

$LITEr/ValueInvestingDiscussionbullish

u/Appropriate_Top_5274 · 12d ago6 prior · awaiting results

BofA now estimates the AI networking market to grow from $95.6B in 2026 → $394B in 2030.

BofA forecasts AI networking market growth from $95.6B (2026) to $394B (2030), with optical segment expanding from $15B to $111B, benefiting optical semiconductor and infrastructure providers.

At post $995.41Now $756.17-24.0% since postedas of Oct 23, 4:45 PM ET

1d-0.7%

3d-12.6%

1w-16.2%

1m—

3m—

6m—

1y—

original post →

$LITEr/wallstreetbetsGainbullish

u/TalkUsual2924 · 162d 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 $756.17-24.5% since postedas of Oct 23, 4:45 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 · 184d 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 $756.17-13.4% since postedas of Oct 23, 4:45 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.