π¨ BREAKING: $LITE (Lumentum Holdings Inc) Added to the Nasdaq-100 Index! π’π
Huge news for one of our newest high-conviction positions!
Lumentum ($LITE) is officially joining the Nasdaq-100! a major milestone that will trigger automatic buying from index-tracking ETFs and funds.
Why This Matters
-Massive validation of the AI Photonics bottleneck story
-Photonics demand is very real and accelerating (confirmed again in recent earnings)
-Strong tailwinds from AI infrastructure buildout
We entered $LITE recently with very high conviction and this index inclusion is a perfect catalyst to accelerate the move.
This is exactly why we added it! The long-term setup just got even stronger! π₯
Still adding on any dips. Photonics is one of the most important (and overlooked) parts of the entire AI supply chain.
Who else is riding $LITE higher with us? ππͺ... Show More
Not investment advice. The author may have financial interests in the mentioned instruments.
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Thu Jun 18 2026 07:57:49 GMT+0000 (Coordinated Universal Time)
