$SanDisk Corp.(SNDK)$ mother of all crashes coming $Lumentum(LITE)$
Lumentum Jumps 14%! Is CPO the Next Memory Trade?
Lumentum surged 13.72%, as exploding demand for high-speed optical interconnects in AI data centers drove a broad rally across optical components, with Coherent (COHR) also hitting a new all-time high. As rack-scale compute deployments like GB200 and Vera Rubin accelerate, optical modules are being repriced as the next AI infrastructure "picks-and-shovels" play after compute and memory. Optical stocks are historically high-volatility cyclicals prone to sharp drawdowns once valuations overshoot. Do you see AI optical interconnects as a structural opportunity — or just the latest round of hype?
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
Comments