Lumentum (NASDAQ:LITE) has transformed from a cyclical optical components company into one of the market’s most dramatic artificial intelligence infrastructure stories. Its lasers, transceivers, and optical networking products help move enormous amounts of data inside modern data centers, and investors are now pricing the company like a critical supplier to the next wave of artificial intelligence growth.
Stock prices used were the market prices of June 1, 2026. The video was published on June 11, 2026. On the date of publication, Rick Orford did not have (either directly or indirectly) positions in any of the securities mentioned in this video.
