Lumentum CEO just confirmed on Bloomberg: optical components sold out through early 2029. That's a 4+ year backlog.
$LITE revenue hit $1.01B last quarter—up 109% YoY. Next quarter guidance: $1.225B–$1.275B.
Nvidia put $2B into Lumentum in March and locked in a multibillion-dollar laser supply deal. That's not speculative—that's infrastructure.
Photonics is the next AI infrastructure layer. If you're not watching optical interconnects and laser suppliers, you're missing the build-out. This is a millionaire-maker setup if you're early and positioned right.
$LITE revenue hit $1.01B last quarter—up 109% YoY. Next quarter guidance: $1.225B–$1.275B.
Nvidia put $2B into Lumentum in March and locked in a multibillion-dollar laser supply deal. That's not speculative—that's infrastructure.
Photonics is the next AI infrastructure layer. If you're not watching optical interconnects and laser suppliers, you're missing the build-out. This is a millionaire-maker setup if you're early and positioned right.