Equity MatesEquity MatesAlphaSenseBejaminAIBloomberg TerminalAsian Century StocksAsian Century StocksFoundersFounders41investments41investmentsFresh InvestFresh InvestBeyondSPXBeehiivFinPodFinPodThe Wolf of Harcourt StreetThe Wolf of Harcourt StreetCompound & FireBenzingaBase Hit InvestingBloomberg NewsBizTocA Peek Behind the NumbersAlessandro (Macro Strategist)Alessandro (Macro Strategist)Behind the Balance SheetBehind the Balance SheetBehind the Balance SheetCapital Employed FMCapital Employed FMChit Chat StocksChit Chat StocksAmibrokerAcquiredAcquiredBaFin - Managers' transactionsBusiness BreakdownsBusiness BreakdownsAsian Dividend StocksAsian Dividend StocksHeavy Moat InvestmentsHeavy Moat InvestmentsCapital CyclistsCapital CyclistsEquity MatesEquity MatesAlphaSenseBejaminAIBloomberg TerminalAsian Century StocksAsian Century StocksFoundersFounders41investments41investmentsFresh InvestFresh InvestBeyondSPXBeehiivFinPodFinPodThe Wolf of Harcourt StreetThe Wolf of Harcourt StreetCompound & FireBenzingaBase Hit InvestingBloomberg NewsBizTocA Peek Behind the NumbersAlessandro (Macro Strategist)Alessandro (Macro Strategist)Behind the Balance SheetBehind the Balance SheetBehind the Balance SheetCapital Employed FMCapital Employed FMChit Chat StocksChit Chat StocksAmibrokerAcquiredAcquiredBaFin - Managers' transactionsBusiness BreakdownsBusiness BreakdownsAsian Dividend StocksAsian Dividend StocksHeavy Moat InvestmentsHeavy Moat InvestmentsCapital CyclistsCapital CyclistsEquity MatesEquity MatesAlphaSenseBejaminAIBloomberg TerminalAsian Century StocksAsian Century StocksFoundersFounders41investments41investmentsFresh InvestFresh InvestBeyondSPXBeehiivFinPodFinPodThe Wolf of Harcourt StreetThe Wolf of Harcourt StreetCompound & FireBenzingaBase Hit InvestingBloomberg NewsBizTocA Peek Behind the NumbersAlessandro (Macro Strategist)Alessandro (Macro Strategist)Behind the Balance SheetBehind the Balance SheetBehind the Balance SheetCapital Employed FMCapital Employed FMChit Chat StocksChit Chat StocksAmibrokerAcquiredAcquiredBaFin - Managers' transactionsBusiness BreakdownsBusiness BreakdownsAsian Dividend StocksAsian Dividend StocksHeavy Moat InvestmentsHeavy Moat InvestmentsCapital CyclistsCapital Cyclists

$LITE

Lumentum Holdings

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The Trigger for Phase Two of the Optical Trade Was Geopolitics, Not Technology

Lumentum Holdings ($LITE) • By Damnang's Substack • 2026-08-04

Equity MatesEquity MatesBaFin - Managers' transactionsForward GuidanceForward GuidanceFresh InvestFresh InvestBejaminAICapital CyclistsCapital CyclistsAtom Finance41investments41investmentsBloomberg TerminalCapital Employed FMCapital Employed FMBehind the Balance SheetRhinoInsightRhinoInsightBizTocAsian Dividend StocksAsian Dividend StocksAlessandro (Macro Strategist)Alessandro (Macro Strategist)AmibrokerBloomberg NewsBeyondSPXBusiness BreakdownsBusiness BreakdownsHeavy Moat InvestmentsHeavy Moat InvestmentsAcquiredAcquiredFinPodFinPodAlphaSenseCompound & FireFoundersFoundersBase Hit InvestingThe Wolf of Harcourt StreetThe Wolf of Harcourt StreetAlluvialAlluvialBamSECBenzingaEquity MatesEquity MatesBaFin - Managers' transactionsForward GuidanceForward GuidanceFresh InvestFresh InvestBejaminAICapital CyclistsCapital CyclistsAtom Finance41investments41investmentsBloomberg TerminalCapital Employed FMCapital Employed FMBehind the Balance SheetRhinoInsightRhinoInsightBizTocAsian Dividend StocksAsian Dividend StocksAlessandro (Macro Strategist)Alessandro (Macro Strategist)AmibrokerBloomberg NewsBeyondSPXBusiness BreakdownsBusiness BreakdownsHeavy Moat InvestmentsHeavy Moat InvestmentsAcquiredAcquiredFinPodFinPodAlphaSenseCompound & FireFoundersFoundersBase Hit InvestingThe Wolf of Harcourt StreetThe Wolf of Harcourt StreetAlluvialAlluvialBamSECBenzingaEquity MatesEquity MatesBaFin - Managers' transactionsForward GuidanceForward GuidanceFresh InvestFresh InvestBejaminAICapital CyclistsCapital CyclistsAtom Finance41investments41investmentsBloomberg TerminalCapital Employed FMCapital Employed FMBehind the Balance SheetRhinoInsightRhinoInsightBizTocAsian Dividend StocksAsian Dividend StocksAlessandro (Macro Strategist)Alessandro (Macro Strategist)AmibrokerBloomberg NewsBeyondSPXBusiness BreakdownsBusiness BreakdownsHeavy Moat InvestmentsHeavy Moat InvestmentsAcquiredAcquiredFinPodFinPodAlphaSenseCompound & FireFoundersFoundersBase Hit InvestingThe Wolf of Harcourt StreetThe Wolf of Harcourt StreetAlluvialAlluvialBamSECBenzinga