I’m leaning more toward Lumentum Holdings Inc. here. The upside is compelling with CPO and OCS shifting into real 2H 2026 revenue, not just future optionality. This feels similar to early memory re-rating — the market is still catching up to how fast AI-driven demand is scaling. I’m willing to sit through volatility for that potential rerating.
That said, Coherent Corp. is a cleaner, more balanced play. Its broader exposure and better demand visibility make it more resilient if macro conditions turn volatile, while LITE remains the higher-beta, higher-upside bet.
Overall, I do think optical modules are becoming a structural theme for the next few years. Signals from Optical Fiber Communication Conference and memory pricing confirm that AI infrastructure demand is now fully translating into real deployment — and capital is just starting to rotate into this layer.
@TigerStars @Tiger_comments @TigerClub
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