Signal Detected
$339.19
Jan 23, 2026 (nearest trading day)
2 sources converged
Fabricated Knowledge · Irrational Analysis
Current Price
$858.32
live
Since Snipe
+153.0%
Buy Range
$729.57 – $815.40
Based on: SMA200 at $370.73 provides support · SMA50 ($750.15) - 5% buffer · 52W low ($60.38) + 10% buffer
THEMIS SCORE
CONVERGENCE BREAKDOWN
GURU SCORE
3/10
⚡ MIXED
MARKET DATA
live$858.32
+8.46%Lumentum Holdings Inc.
Technology · Communication Equipment
Lumentum Holdings Inc. manufactures and sells optical and photonic products in the Americas, the Asia-Pacific, Europe, the Middle East, and Africa. The company operates in two segments, Optical Communications (OpComms) and Commercial Lasers (Lasers). The OpComms segment offers components, modules, and subsystems that enable the transmission and transport of video, audio, and data over high-capacity fiber optic cables. It offers tunable transponders, transceivers, and transmitter modules; tunable lasers, receivers, and modulators; transport products, such as reconfigurable optical add/drop multiplexers, amplifiers, and optical channel monitors, as well as components, including 980nm, multi-mode, and Raman pumps; and switches, attenuators, photodetectors, gain flattening filters, isolators, wavelength-division multiplexing filters, arrayed waveguide gratings, multiplex/de-multiplexers, and integrated passive modules. This segment also provides Super Transport Blade, which integrates optical transport functions into a single-slot blade; vertical-cavity surface-emitting lasers; directly modulated and electro-absorption modulated lasers; and laser illumination sources for 3D sensing systems. It serves customers in telecommunications, data communications, and consumer and industrial markets. The Commercial Lasers segment offers diode-pumped solid-state, fiber, diode, direct-diode, and gas lasers for use in original equipment manufacturer applications. It serves customers in markets and applications, such as sheet metal processing, general manufacturing, biotechnology, graphics and imaging, remote sensing, and precision machining. Lumentum Holdings Inc. was incorporated in 2015 and is headquartered in San Jose, California.
Mkt Cap: $61.3B
TECHNICALS
FUNDAMENTALS
CONVERGENCE INTELLIGENCE
24 sources · 72 mentions · 1% direct
TOP THEMES
Activist-Targeted Tech Short
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Advanced Micro-LED Display Supply Chain
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AI-Accelerated Mega-Cap Tech Revaluation
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AI-Accelerated Quantum Computing
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AI-Driven Chipmakers & Equipment
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AI-Driven Cloud Infrastructure
Basis Points
AI-Driven Cloud Infrastructure Growth
The Compound
SOURCE TIMELINE
30 entries · 30dApr 28, 2026
Theme: AI-Driven Cloud Infrastructure Growth
Theme: Earnings-Quality Big Tech Re-rating
Apr 27, 2026
Theme: Selective Equity Call Writing for High-Conviction Stocks
Theme: AR Glasses Component Supply Chain
Theme: Low-Code AR/Visual App Platforms
Theme: AI Literacy & Safety EdTech for K-12
Theme: Advanced Micro-LED Display Supply Chain
The moderately easy problem of consciousness
Theme: Neuromorphic Compute Platforms
Apr 26, 2026
Theme: AI-Driven Cybersecurity Disruption
Theme: AI-Driven Data Center Construction & Power
Theme: Domestic Semiconductor Supply-Chain Resilience
Theme: Reshored Semiconductor Materials & Equipment Supply Chain
Theme: High-Efficiency Power & Cooling for AI Compute
Theme: Modular Creator-Tool Ecosystems