LITE Lumentum Holdings Inc.

LITE Lumentum Holdings Inc.

Technology · Communication Equipment

Desk view

Watchingmedium conviction · entry $830-$890 — not entered
Basis Entry target
Perspectives Optical Supercycle
Updated

Market read

Scan convergence 2 scans as of 2026-08-17 2 bull converging

POC $172.11 · VWAP $580.97 · +66.8% vs 12m avg buyer

pullback vol: normalchurn: quiet as of

Insiders selling 0 buy / 7 sell · Form 4, 90d latest sell Harris Isaac Hosojiro

Coverage

10 related perspectives

Watchlists @ai-infrastructure@optical-supply-chain@spacex-s1-supply-chain

LITE Price Structure

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Peers

Every watchlist LITE belongs to, members best 30-day change first — LITE highlighted in place. Each pill: 30d change, 1d/7d, and a close spark over the last 30 calendar days (~21 sessions); hover for price, RSI, and the full chart.

@spacex-s1-supply-chain
View watchlist →
RDW+58.7% -1.3%1d +2.1%7d LUNR+50.7% +7.2%1d +29.0%7d FLY+41.0% +1.9%1d +5.5%7d BKSY+38.7% -0.5%1d +7.6%7d LITE+32.2% +4.6%1d +19.1%7d COHR+26.5% +7.8%1d +7.9%7d ATI+24.5% +1.4%1d +1.6%7d ASTS+23.1% +0.2%1d +3.4%7d RKLB+21.4% +2.3%1d +2.4%7d MU+19.2% +4.1%1d +17.5%7d CIEN+18.9% +3.8%1d +14.9%7d ARKX+14.5% -0.5%1d +0.9%7d ETN+14.1% +0.9%1d +2.4%7d VSAT+13.9% -1.8%1d -4.0%7d NVDA+10.9% -0.1%1d +3.4%7d SEI+9.4% +4.2%1d +12.5%7d PL+8.5% -1.3%1d +5.6%7d AR+8.4% -2.6%1d -1.8%7d TSM+8.2% +1.1%1d +3.0%7d BE+8.0% +1.0%1d +10.2%7d IRDM+7.2% -0.3%1d +1.5%7d HWM+6.2% 0.0%1d +1.9%7d AVGO+5.8% -0.1%1d -7.1%7d ALAB+5.5% -0.5%1d +0.9%7d GSAT+4.9% +0.8%1d -0.9%7d SPXC+2.8% +0.1%1d +2.5%7d GEV+2.0% +1.5%1d +9.0%7d KMI+1.0% -1.5%1d +3.0%7d VRT+1.0% -0.5%1d +8.3%7d ECHO+0.6% +0.7%1d +3.8%7d HXL-0.5% -0.9%1d +2.3%7d GOOGL-0.8% -0.6%1d -3.8%7d RMBS-0.8% -0.2%1d +5.0%7d CRS-2.8% -0.4%1d -3.1%7d DTM-6.9% -1.4%1d +0.6%7d TSLA-10.9% -0.9%1d +2.5%7d
@optical-supply-chain
View watchlist →
AXTI+109.3% +17.6%1d +30.0%7d AEHR+79.7% +8.6%1d +37.1%7d SOI.PA+52.9% +3.3%1d +11.0%7d AAOI+51.2% +3.1%1d +16.5%7d LPTH+41.5% -2.4%1d +17.8%7d IQEPF+40.8% +7.8%1d +11.3%7d KOPN+39.6% -3.3%1d +26.4%7d LAZR+34.9% +6.3%1d +14.5%7d LITE+32.2% +4.6%1d +19.1%7d SNDK+31.9% +8.9%1d +44.3%7d FORM+30.9% +5.0%1d +22.9%7d POET+27.2% -1.9%1d +9.6%7d COHR+26.5% +7.8%1d +7.9%7d ONTO+25.5% +5.9%1d +20.6%7d FN+25.1% +5.0%1d +13.7%7d SMTC+23.4% +9.9%1d +17.5%7d JBL+22.9% +1.9%1d +9.9%7d MTSI+22.5% +3.5%1d +10.3%7d 6779.T+22.5% +4.5%1d +12.3%7d ALMU+21.8% -3.5%1d +3.3%7d VIAV+21.2% +6.3%1d +24.3%7d HIMX+20.4% +1.2%1d +4.7%7d OPTX+20.3% +2.3%1d +18.1%7d LWLG+19.1% -2.0%1d -2.2%7d CIEN+18.9% +3.8%1d +14.9%7d IBIDF+18.6% 0.0%1d +40.5%7d MXL+18.0% -0.1%1d +23.9%7d PLAB+16.5% +0.8%1d +4.7%7d SIVEF+16.1% -4.0%1d -7.2%7d CLS+13.0% +1.6%1d +8.1%7d TSEM+12.7% -0.7%1d +4.5%7d GLW+12.0% +4.3%1d +9.8%7d ALAB+5.5% -0.5%1d +0.9%7d ALRIB.PA+0.7% +0.3%1d -0.3%7d FLTCF+0.6% -2.3%1d -1.8%7d LPK.DE+0.3% 0.0%1d -3.5%7d NGKIF-23.6% 0.0%1d +4.5%7d
@ai-infrastructure
View watchlist →
NBIS+51.3% -3.2%1d +46.1%7d CBRS+45.8% +15.1%1d +9.3%7d CRWV+44.8% +0.7%1d +20.2%7d CRDO+39.5% +8.8%1d +17.8%7d TER+37.5% +5.8%1d +21.4%7d LITE+32.2% +4.6%1d +19.1%7d NTAP+24.6% -1.4%1d +2.8%7d DELL+21.3% -2.2%1d +4.8%7d ANET+19.7% +1.5%1d +5.4%7d MU+19.2% +4.1%1d +17.5%7d SMR+19.0% -2.1%1d +0.1%7d FCX+17.1% +2.8%1d -3.0%7d WOLFE+17.0% +10.0%1d +19.2%7d EME+15.9% +3.1%1d +6.6%7d PWR+14.9% +5.3%1d +9.3%7d ETN+14.1% +0.9%1d +2.4%7d DLR+13.8% -1.1%1d +3.5%7d APH+13.0% +2.3%1d +1.9%7d CLS+13.0% +1.6%1d +8.1%7d FIX+12.4% +6.0%1d +12.4%7d GLW+12.0% +4.3%1d +9.8%7d SCCO+11.3% +4.0%1d -4.0%7d CEG+10.2% -1.5%1d +2.9%7d JCI+9.6% +0.2%1d +2.2%7d AIQ+9.0% -0.3%1d +0.8%7d INTC+8.9% +1.0%1d +6.1%7d EQIX+7.6% -0.4%1d +5.2%7d TEL+6.9% +0.5%1d +1.4%7d SMH+6.8% +1.1%1d +4.3%7d OKLO+6.7% -1.1%1d -1.4%7d NOK+6.5% +0.2%1d +18.4%7d OSS+6.5% -1.3%1d +6.5%7d ERIC+3.6% -1.0%1d +2.0%7d GNRC+3.0% +0.9%1d +7.4%7d FSLR+2.8% -3.4%1d -8.9%7d AMT+1.3% -1.9%1d +1.9%7d TT+1.1% -1.0%1d -0.3%7d ECL+1.1% -0.1%1d -3.0%7d VRT+1.0% -0.5%1d +8.3%7d CAT+0.3% +2.9%1d +5.2%7d AWK+0.1% -1.4%1d -0.8%7d NEE-2.9% 0.0%1d +1.8%7d FFIV-3.3% -1.9%1d -3.5%7d VMC-3.5% -1.4%1d -2.5%7d TLN-4.2% -1.6%1d +4.0%7d MLM-4.3% -1.7%1d -1.9%7d XYL-4.3% -1.9%1d -3.0%7d ON-4.6% +0.9%1d +4.5%7d MOD-5.5% +3.5%1d +13.4%7d VST-6.0% -1.4%1d +2.3%7d BRUN-7.3% -1.3%1d +29.4%7d ICHR-13.3% +1.1%1d +11.1%7d EXTR-20.0% -0.5%1d +3.2%7d ATEN-23.9% -0.2%1d -3.5%7d

Decision history

2 scored calls · newest first · projection

How to read this: Positive 30-day excess supports an enter call. For pass, avoid, sell, or exit calls, a positive number means the name kept rising after the call.

May 11 sell n/a Profit target -17.1% complete
Apr 30 enter high Filing-driven update -5.3% complete

Next earnings LITE reports in 79 days Nov 5

Last report Aug 11

Lumentum reported after Tuesday's close (Aug 11): **EPS of $3.23 against the $2.97 analyst consensus — an 8.8% beat**, per the desk's earnings-consensus tracking. The settled reaction was emphatic: **+13.6% to a $932.47 close on August 12** (desk summaries, 2026-08-12 bar), leading an optical-supply-chain lane that ran +5.4% median on the day.

full note →

Against street estimates

How LITE's reported EPS compared with analyst consensus. Street estimates are single-source vendor consensus (yfinance). Actuals are vendor consensus-basis EPS (often non-GAAP); edgarEps is GAAP diluted from filings — disputed flags large disagreement only. EPS only.

8 most recent of 10 quarters · newest report Aug 11 · projection Aug 17

Result
Aug 11 2.973.23+8.8%Beat
May 5 2.272.37 GAAP ≠ +4.6%Beat
Feb 3 1.411.67 GAAP ≠ +18.6%Beat
Nov 4 '25 1.031.10 GAAP ≠ +7.0%Beat
Aug 12 '25 0.810.88+8.9%Beat
May 6 '25 0.500.57 GAAP ≠ +13.7%Beat
Feb 6 '25 0.360.42 GAAP ≠ +17.0%Beat
Nov 7 '24 0.120.18 GAAP ≠ +48.0%Beat

Against its own guidance

How LITE printed versus the numbers it guided to — company guidance vs reported actuals (8-K parsed); NOT analyst consensus. So "beat" here means beat its OWN guidance, not the street's. Streak counts revenue quarters only.

3 graded revenue quarters · 4 guidance lines below · 3 straight revenue quarters at or above its own guidance · newest filing May 5

Guided rangePrintedvs guidedResult
May 5 Revenue$960M – $1010Mnot graded yet—Not graded
Feb 3 for Mar 28 Revenue$780M – $830M$808.4M+0.4%In range
Nov 4 '25 for Dec 27 '25 Revenue$630M – $670M$665.5M+2.4%In range
Aug 12 '25 for Sep 27 '25 Revenue$510M – $540M$533.8M+1.7%In range

Recent news

Headlines about LITE from the desk's news pull — links go to the publisher. Not a desk read: the market read above is the desk's own.

pulled 3 days ago · Aug 15

LITE research tape

107 dated scans, research, and events, newest first — the full record. Desk commentary and scheduled prints sit in their own panes.

scan Monster Scan — 2026-08-17 scan Optical Supply Chain Scan — August 14, 2026 scan Monster Scan — 2026-08-14 deep dive 2026-07-31 - LITE - Lumentum Holdings Deep Dive brief Software Surges While AI Infrastructure Fractures
Types
Aug 17 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABCL +4 more
Aug 14 Scan Optical Supply Chain Scan
LITECOHRCIENALABSMTCTSEMLWLGSIVEF +4 more
Aug 14 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABCL +4 more
Aug 14 Deep Dive LITE - Lumentum Holdings Deep Dive
LITE
Aug 13 Market Brief Software Surges While AI Infrastructure Fractures
AAPLARWASMLAXGNBANB.SWBEPATRCAVAH +4 more
Aug 13 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABCL +4 more
Aug 12 Market Brief The Compute Bill Gets Paid: Nebius +34%, Optical Runs, Memory Goes Ten-for-Ten
ABBNYABCLADMAEHRAEMAPAHAELITE +4 more
Aug 12 Pick The photonics desk's COHR scorecard: $2.05B at the top of guide
COHRCIENNOKLITE
Aug 12 The Prints The Prints
LITECRWVSMCICRCLEATJDLQDAVG
Aug 12 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABCL +4 more
Aug 11 Market Brief The Market Holds Its Breath for CPI. CoreWeave Doesn't.
ACIWAIQARISARKXASANBSTKNCRWV +4 more
Aug 11 Catalyst LITE earnings
LITE
Aug 8 Tweet Gaetano (crux_capital_) — the market sold off the wrong optical name: his bull case for why AXTI's China selloff is negotiating leverage, not a real ban
AXTIAAOICOHRLITE#optical-supercycle Quotes @crux_capital_ ↗
Aug 8 Tweet Serenity (aleabitoreddit) — AAOI's earnings call says China is years behind on CPO lasers, and AAOI itself is capacity-out of first-gen CPO
AAOISIVEFLITECOHRAVGO#optical-supercycle Quotes @aleabitoreddit ↗
Aug 8 Scan Optical Supply Chain Scan
LITECOHRCIENALABSMTCTSEMLWLGSIVEF +4 more
Aug 8 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAALAAMIAAOIABBNY +4 more
Jul 31 Scan Optical Supply Chain Scan
LITECOHRCIENALABSMTCTSEMLWLGSIVEF +4 more
Jul 31 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABSI +4 more
Jul 28 Tweet crux_capital_ — the photonics buildout isn't over, even at the height of fear
LITEGLWCOHRAAOISIVEF#optical-supercycle
Jul 28 Scan Optical Supply Chain Scan
LITECOHRCIENALABSMTCTSEMLWLGSIVEF +4 more
Jul 28 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABSI +4 more
Jul 25 Scan Optical Supply Chain Scan
LITECOHRCIENALABSMTCTSEMLWLGSIVEF +4 more
Jul 25 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABSI +4 more
Jul 24 Market Signal Disclosed Money: Congress's Most Active Traders Spent May and June Buying the AI Supply Chain
NVDAAVGOMRVLAMDMUSNDKLITECOHR#memory-supercycle#optical-supercycle +4 more
Jul 17 Scan Optical Supply Chain Scan
LITECOHRCIENALABSMTCTSEMLWLGSIVEF +4 more
Jul 17 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABCL +4 more
Jul 17 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABCL +4 more
Jul 11 Scan Optical Supply Chain Scan
LITECOHRCIENALABSMTCTSEMLWLGSIVEF +4 more
Jul 11 Scan AI Infrastructure Scan
CEGVSTTLNOKLOSMRNEEFSLRVRT +4 more
Jul 11 Scan Monster Scan
005930.KS298040.KS5991.T6324.T6779.TAAMIAAOIABCL +4 more
Jul 7 Scan Optical Supply Chain Scan
LITECOHRCIENALABSMTCTSEMLWLGSIVEF +4 more
Jul 2 Tweet the two real bear cases for the photonics supercycle (laser oversupply vs VCSEL-over-SiPh)
CIENAAOICOHRLITE#optical-supercycle
Jul 1 Investigation Post-beat-decline pattern across optical-supercycle Wave 1
COHRLITEFNAXTICIENALABLWLG#optical-supercycle
Jun 26 Scan Optical Supply Chain Scan
LITECOHRCIENALABSMTCTSEMLWLGSIVEF +4 more
Jun 26 Scan Monster Scan
005930.KS6779.TAEHRAEISAIXA.DEALABALKSAMRX +4 more
Jun 25 Scan Optical Supply Chain Scan
LITECOHRCIENALABSMTCTSEMLWLGSIVEF +4 more
Jun 22 Update NVDA — candidate.roundup
NVDAASMLTSMARMMRVLICHRTERCRDO +2 more
Jun 20 Scan Optical Supply Chain Scan
LITECOHRCIENALABSMTCTSEMLWLGSIVEF +4 more
Jun 16 Article Status Report — June 16, 2026 (PM RE-RUN)
VOOSPYQQQMSMHVIXYVXXGLDTLT +4 more
Jun 16 Scan Optical Supply Chain Scan
6779.TAAOIAEHRALABALMUALRIB.PAAXTICIEN +4 more
Jun 5 Investigation Aschenbrenner essay vs 13F scorecard — what the Situational Awareness predictions have actually done, and the new megacap put overlay
BESNDKCRWVIRENCORZAPLDRIOTCLSK#ai-power-bottleneck#optical-supercycle#memory-supercycle +4 more
Jun 1 Source I never thought I’d see the day where $GOOGL needs to raise $80b for AI capex… T
GOOGLBRK-ALITEAVGOTSMMU
Jun 1 Source -> IP acquisition -> Just waiting for CPO to take off $SIVE is a laser chokepoin
SIVEGFSLITEJBL
May 29 Scan Optical Supply Chain Scan
6779.TAAOIAEHRALABALMUALRIB.PAAXTICIEN +4 more
May 29 Scan Monster Scan
005930.KS6779.TAAAAOIACLSACLXAEHRAGX +4 more
May 28 Catalyst NVDA Q1 FY27 Earnings (superseded cadence date — 2026-05-28)
NVDAAMZNGOOGLMSFTTSMEWYEWTMPWR#ai-power-bottleneck#ai-power-delivery#war-ends-playbook +4 more
May 26 Investigation SpaceX IPO Deep Dive: Separate Trades + the Oxygen Question
SPCXECHOSTMLINAPDNOCRKLBASTS#spacex-ipo-liquidity-event#ai-power-bottleneck#ai-power-delivery#optical-supercycle +4 more
May 26 Deep Dive $AEHR (Aehr Test Systems, wafer-level burn-in)
AEHRATEYYTERFORMKLICBESIYLITECOHR#optical-supercycle#memory-supercycle +2 more
May 25 Investigation Optical supercycle WHY: what specifically drove the CIEN/COHR demand acceleration
CIENCOHRLITEFNAAOICRDOALABTSEM#optical-supercycle#ai-power-bottleneck#ai-power-delivery +3 more
May 23 Source For $SIVE to become the next $80B+ $LITE. Sivers is the current laser kingmaker
SIVELITEMRVLPOET
May 23 Article Weird-ETF rotation read — MSTR-leverage breakdown, AI-stack narrowing, defensives flat
MSTRNVDATSLABTCMSTUMSTXMSTYNVDL#ai-power-bottleneck#optical-supercycle +4 more
May 23 Article Daily Actions — May 23, 2026 (R30-A Phase 4)
AIALABAMDAMZNANETARMASMLBB +4 more
May 21 Desk Move LITE — gottheimer-trades buy
LITE
May 19 Source FYI someone pinged me about Lumentum at JPM conference where "they basically sai
LITENVDA
May 18 Source The president of $NOK Network Infrastructure division just joined the board of $
NOKPENGLITEAMDAMZN
May 5 Catalyst LITE earnings
LITE
May 4 Source $LITE report Q3 earnings tomorrow: Fun fact, over the last 2 years, $LITE has: 1
LITENVDA
May 1 Scan AI Infrastructure Scan
PWRNOKONGNRCCATFIXCRDOVRT +4 more
Apr 29 Article 🔬 Thesis Pulse
ABBVAPDBRBREOPSFGDGILDHONJNJ +3 more
Apr 28 Scan Optical Supply Chain Scan
ALABAXTICIENCLSCOHRFNFORMGLW +4 more
Apr 28 Scan Monster Scan
AAOIADEAAEHRAEISAFRMAGXALMAMD +4 more
Apr 28 Scan AI Infrastructure Scan
AMTANETAPHAWKCATCEGCLSCRDO +4 more
Apr 27 Reference YOLO Playbook
ABBVAMDARKKARMASEASANAVGOBE +4 more
Apr 27 Desk Move BUY LITE — yolo (2026-04-27, 14.75 shares @ $881.64)
LITE
Apr 27 Desk Move BUY LITE — bench-signals (2026-04-27, 1.13 shares @ $881.64)
LITE
Apr 26 Article Status Report
ABBVAMZNARMBTC-USDCRSPCRWDEEMGDX +4 more
Apr 26 Scan Optical Supply Chain Scan
ALABAXTICIENCLSCOHRFNFORMGLW +4 more
Apr 26 Scan NVDA Ecosystem Scan
AMATAMDAMKRANETARMASMLAVGOBE +4 more
Apr 26 Scan Monster Scan
AAAAOIAAUCACHCACLSACLXADEAAEHR +4 more
Apr 26 Target LITE entry-zone — $830-$890
LITE
Apr 26 Scan AI Infrastructure Scan
AMTANETAPHAWKCATCEGCLSCRDO +4 more
Apr 26 Article Daily Actions
ABBVABTALABALERTAMDAMZNARMASE +4 more
Apr 15 Archive AI Power Bottleneck — Watts Per Rack as the Binding Constraint on AGI
APLDAVGOBEBITFBTDRBWCIFRCLSK#ai-power-bottleneck +4 more
Apr 14 Source AI Supply Chain leadership leaderboard — top 12 +106-303% YTD + do-more-of-whats-working methodology
AAOIAXTIOPTXSNDKLWLGAEHRICHRBE#optical-supercycle#ai-power-bottleneck#ai-power-delivery +4 more
Apr 14 Source Leopold Aschenbrenner Q4 2025 13F — Pure Energy Play
BECRWVLITECORZIRENAPLDSNDKNVDA#ai-power-bottleneck#optical-supercycle +1 more
Apr 13 Scan Optical Supply Chain
ALABAXTICIENCLSCOHRFNGLWLITE +4 more
Apr 13 Scan Monster Scan
AMATAMDAMKRATEYYAXTIBECIENCRS +4 more
Apr 13 Scan AI Infrastructure Scan
AMTANETAPHAWKCATCEGCLSCRDO +4 more
Apr 12 Article Hyperlight: Leading The TFLN Optical Revolution
LITECOHRAVGOMRVL
Apr 12 Archive AI Optical Supercycle
ALABAXTICIENCOHRCRDOFNIQELITE#optical-supercycle +4 more
Apr 12 Deep Dive LITE - Lumentum Holdings Deep Dive
LITE
Apr 11 Source LITE: InP Factory Acquisition + 2028 Capacity Sellout — @RichTerry123
LITENVDACOHRCIEN
Apr 11 Source Follows Roundup
AAOIAEHRAMKRAMZNAXTICIENCLSCOHR +4 more
Apr 11 Source investment community — #🦀agentic-ai Channel
IQEAXTILITECOHRNGK
Apr 11 Source Photonics Scorecard — YTD Multi-Baggers — @aleabitoreddit
AXTIAAOISIVELITEIQEAEHRCRCLEWY +4 more
Apr 10 Source @ParadisLabs — 500%+ YTD Performance Post
LITECOHRAAOIAXTITSEMIQESOIAEHR +1 more
Apr 10 Scan Monster Scan
AAOIAMATAMKRAXTIBEBWCIENDAWN +4 more
Apr 10 Source LITE: The EML Laser Bottleneck for AI Data Centers — @KawzInvests
LITENVDA
Apr 9 Source @aleabitoreddit — 30 random US stocks I like today and why
INTCMRVLTSMCOHRRKLBDRAMAVGOAMZN#optical-supercycle#ai-power-bottleneck#gulf-infrastructure-strike#war-ends-playbook#protein-economy +5 more
Apr 3 Scan Monster Scan
AAOIAGROAMATAXTICIENDARDAWNDNTH +4 more
Mar 31 Scan Monster Scan
AAAAOIACLXADEAAEISAEMAGIAGX +4 more
Mar 31 Scan AI Infrastructure Scan
AMTANETAPHAWKCATCEGCLSCRDO +4 more
Mar 26 Scan Monster Scan
AAOIACLXADEAAEISAEMAGIAGXAHG +4 more
Mar 24 Scan Monster Scan
AAOIAKAMASMLCOPDOCNDVNEXASFIX +4 more
Mar 24 Podcast Dumb Money Live — End of War Trades
COPXJETSUAEAMZNHOODSKMBENVDA#war-ends-playbook +4 more
Mar 24 Scan AI Infrastructure Scan
ANETAPHCATCEGCLSCRDODLRECL +4 more
Mar 20 Scan Monster Scan
AAAAOIAKAMANETANFAPHAVGOBE +4 more
Mar 20 Scan AI Infrastructure Scan
AMTANETAPHAWKCATCEGCLSCRDO +4 more
Mar 13 Scan Monster Scan
AAAAOIAAUCACLXAEMAGAGIANET +4 more
Mar 13 Scan AI Infrastructure
ANETAPHCATCEGCLSDLREMEEQIX +4 more
Mar 12 Scan Monster Scan
AAAAOIAAUCACLXADEAAEISAEMAG +4 more
Mar 12 Scan AI Infrastructure Scan
AMTANETAPHAWKCATCEGCLSCRDO +4 more
Mar 11 Scan Monster Scan
ASMLBECATDFENDOCNEXASFCXFIX +4 more
Mar 11 Scan AI Infrastructure Scan
AMTANETAPHAWKCATCEGCLSCRDO +4 more
Feb 5 Scan NVDA Ecosystem (Supply Chain & Adjacent)
AMDAMKRANETASMLAVGOCRDOGFSGOOGL +4 more
Feb 5 Scan AI Infrastructure & Sector Rotation
AMTANETAPHAWKBECATCEGCLS +4 more
Feb 3 Scan AI Infrastructure & Sector Rotation
AMTANETAPHAWKBECATCEGCLS +4 more