$Lumentum Holdings Inc.(LITE)$ is interesting here because Nasdaq 100 inclusion is the kind of thing that can create a short-term tailwind, but it does not automatically mean the stock is suddenly cheap.
The bullish case is straightforward:
passive inflows can help, sentiment improves, and strong optical / AI infrastructure names are still getting attention.
But after a move like this, I think the question becomes whether buyers are chasing the inclusion headline, or whether there is still real upside beyond that event.
To me, this feels like one of those setups where the long-term story can still be good, while the short-term move may already be crowded.
So I’m not bearish on LITE here.
I’m just wondering whether this is a buy-the-inflow moment, or a take-some-profit moment.
What do people here think: does LITE still have another leg higher from here, or is most of this inclusion move already priced in?
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