LITE / Lumentum Holdings Inc.
Recommendation history
Lumentum Holdings Inc. (LITE) is tracked from 2026-01-01 through 2026-10-28: 22 bank grades and 3 YouTuber calls. Simulated return uses the mention-day close against the latest close. Buys use the price change. Sells and shorts invert it. Holds show the price move and are not a new lot. This is not an investable portfolio return. Latest stored close: 870.71 on 2026-10-27.
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| Date | Source name | Stance | Entry close | Latest close | Paper return | Source |
|---|---|---|---|---|---|---|
Buy · 維持 · Maintained | 看好 · Buy | 907.55 | 870.71 | -4.06% | Yahoo Finance · provider | |
Equal-Weight · 維持 · Maintained | 持有 · Hold | 932.47 | 870.71 | -6.62% | Yahoo Finance · provider | |
Overweight · 維持 · Maintained | 看好 · Buy | 932.47 | 870.71 | -6.62% | Yahoo Finance · provider | |
Neutral · 維持 · Maintained | 持有 · Hold | 932.47 | 870.71 | -6.62% | Yahoo Finance · provider | |
Overweight · 升級 · Upgrade | 看好 · Buy | 765.55 | 870.71 | +13.74% | Yahoo Finance · provider | |
Largest individual holding at 9.2%. 'My strategy with LITE is to buy low and sell high — if it gets another shot at $1,000, I'll probably trim some of the position' (partial trim… | 持有 · Hold | 921.56 2026-06-12 | 870.71 | -5.52% | Video | |
Ace 說：「Lumentum, ticker LITE, making up 4.1% of my portfolio」——這是他最大的持倉。他稱它是傳統可插拔 EML 雷射領域的龍頭之一，在 CPO 和 OCS 也有佈局（與 Google 合作的 OCS），並說「I still believe investing in LITE is relative… | 持有 · Hold | 970.70 2026-05-15 | 870.71 | -10.30% | Video | |
Equal-Weight · 維持 · Maintained | 持有 · Hold | 892.58 | 870.71 | -2.45% | Yahoo Finance · provider | |
Neutral · 維持 · Maintained | 持有 · Hold | 944.28 | 870.71 | -7.79% | Yahoo Finance · provider | |
Equal-Weight · 維持 · Maintained | 持有 · Hold | 944.28 | 870.71 | -7.79% | Yahoo Finance · provider | |
Overweight · 維持 · Maintained | 看好 · Buy | 944.28 | 870.71 | -7.79% | Yahoo Finance · provider | |
Speaker is bullish (看多) on LITE as stated in the video title: '看多NVDA META MU LITE'. | 看好 · Buy | 949.93 | 870.71 | -8.34% | Video | |
Equal-Weight · 維持 · Maintained | 持有 · Hold | 895.11 | 870.71 | -2.73% | Yahoo Finance · provider | |
Overweight · 維持 · Maintained | 看好 · Buy | 894.13 | 870.71 | -2.62% | Yahoo Finance · provider | |
Equal-Weight · 維持 · Maintained | 持有 · Hold | 700.81 | 870.71 | +24.24% | Yahoo Finance · provider | |
Equal-Weight · 維持 · Maintained | 持有 · Hold | 694.43 | 870.71 | +25.38% | Yahoo Finance · provider | |
Equal-Weight · 維持 · Maintained | 持有 · Hold | 674.73 | 870.71 | +29.05% | Yahoo Finance · provider | |
Buy · 維持 · Maintained | 看好 · Buy | 504.42 | 870.71 | +72.62% | Yahoo Finance · provider | |
Equal-Weight · 維持 · Maintained | 持有 · Hold | 504.42 | 870.71 | +72.62% | Yahoo Finance · provider | |
Neutral · 維持 · Maintained | 持有 · Hold | 465.54 | 870.71 | +87.03% | Yahoo Finance · provider | |
Overweight · 維持 · Maintained | 看好 · Buy | 465.54 | 870.71 | +87.03% | Yahoo Finance · provider | |
Neutral · 維持 · Maintained | 持有 · Hold | 465.54 | 870.71 | +87.03% | Yahoo Finance · provider | |
Equal-Weight · 維持 · Maintained | 持有 · Hold | 391.84 | 870.71 | +122.21% | Yahoo Finance · provider | |
Buy · 維持 · Maintained | 看好 · Buy | 339.19 | 870.71 | +156.70% | Yahoo Finance · provider | |
Equal-Weight · 維持 · Maintained | 持有 · Hold | 343.27 | 870.71 | +153.65% | Yahoo Finance · provider |