← @beth_kindig

$LITE

看多2026-05-22
喊单前后价格走势
2026-05-22
各周期结果成熟中 · 约 6 个交易日后揭晓
1d
-0.9%
5d
+11.8%
21d
原帖
Beth Kindig · 2026-05-22

Lumentum $LITE is under-shipping the market by >30%. Even after planning to increase capacity by 50%, the company expects the gap to widen. That imbalance is driving pricing power, margin expansion, and EPS growth — and the $NVDA CPO ramp has barely begun. Read more below.👇 https://t.co/56L1uRo7JW

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