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@unclestocknotes

@unclestocknotes · Thu, Aug 13

Unclestocknotes@Unclestocknotes
Lumentum Holdings $LITE FY2026 Q4暨全年財報解析我看Lumentum目前基本面正在變強，這點沒有太大爭議。營收加速、Margin提前達標、EML供不應求、pump laser需求強勁、OCS開始放量，CPO與NPO又排在後面。問題不是故事不好。
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tweeted Thu, Aug 13 · counted from Fri, Aug 14 close

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Mentions LITE · Low confidence

Confidence

Low0.68

Counted from

Fri, Aug 14 · market close

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