Pivotal Point Tracking Lumentum Holdings (LITE): Specialist in AI Optics Benefits from Bandwidth Boom Driven by Cloud Giants like Google and Oracle!

Lumentum is a key player in the infrastructure of artificial intelligence, providing optical components for high-speed networks. After the quarterly numbers were released on February 3, the stock surged and marked a Pivotal Point on February 6. Revenue increased by an impressive 65% year-over-year to $665.5 million. The cloud infrastructure segment experienced particularly strong growth as hyperscalers like Google and Oracle massively invest in 800G transceivers and optical switches to efficiently connect their AI data centers. Lumentum benefits...