 On Sunday evening, August 15, 1971, Richard Nixon interrupted regular television programming. He spoke for 15 minutes. By the time he finished, the gold standard was over. The dollar was no longer backed by anything except the government's word. And every dollar in every American's savings account had quietly changed — not in number, but in what it actually meant. Nixon didn't ask Congress. He didn't hold a debate. He used a single executive authority and by Monday morning the monetary world had shifted. The people who saw it coming had already moved. Gold tripled in three years. Over the next decade it went up twenty times. The people who didn't understand what was happening watched their savings quietly lose value for a decade. They never recovered it. Here's what the financial press isn't saying clearly: Trump has that same executive authority today. And his own advisors are now openly saying the reversal of what Nixon did is on the table. If he acts, it moves fast. There are two ways this plays out. Both of them move gold in the same direction. We put together a free briefing on exactly what Nixon did, why Trump is the first president positioned to reverse it, and the one move Americans can make right now to be on the right side of what comes next. Free. 30 seconds to request. Nixon didn't warn anyone before that Sunday night broadcast. Trump's advisors are warning you right now. GET THE FREE GUIDE 
GET THE FREE GUIDE
Today's Exclusive Story
Lumentum's 1,500% Run and Nvidia's $2 Billion Deal: What Comes Next?Author: Chris Markoch. Date Posted: 4/9/2026. 
Key Points
- Lumentum surged by more than 1,400% as AI infrastructure demand drove momentum and led to its S&P 500 inclusion.
- A $2 billion partnership with NVIDIA positions the company at the center of next-gen optical networking.
- Despite strong catalysts, valuation, short interest, and capacity constraints suggest patience may be warranted.
- Special Report: Wall Street banks are fighting over one IPO
Investors may not have heard much about Lumentum Holdings Inc. (NASDAQ: LITE) in the mainstream financial press in 2025, but that’s changing. LITE is up more than 1,500% in the past 12 months, and two newsworthy catalysts are making the company hard to ignore as part of the ongoing artificial intelligence (AI) trade. Founded in 2015 as a spinoff from JDS Uniphase, Lumentum makes optical and photonic products used in telecommunications, 3D sensing and, increasingly, data center infrastructure. The company spent years as a relatively quiet supplier to the tech industry — known inside the sector but rarely a headline name. That era appears to be over. Lumentum Rhymes With MomentumIt’s just a coincidence that Lumentum rhymes with momentum, but that’s exactly what the stock was building in 2025. That momentum turned into a massive breakout in 2026, with LITE climbing roughly 140% year to date.
Some of that growth reflected anticipation of inclusion in the S&P 500 index, a distinction announced on March 10. Index inclusion doesn’t change a company’s fundamentals, and unlike the case with Palantir Technologies Inc. (NASDAQ: PLTR), it didn’t materially increase institutional ownership of LITE — over 94% of the stock’s float is already held by institutions. The more significant catalyst was a partnership announced with NVIDIA (NASDAQ: NVDA) to accelerate innovation in advanced optics technologies. NVIDIA will pay Lumentum $2 billion — more than the company’s entire revenue for its 2025 fiscal year. Why NVIDIA Is Betting on LumentumInvestors have shown signs of data center fatigue, with some technology stocks plunging on worries that the buildout may not match expectations. But Lumentum operates in the photonics market, which is forecast to grow at a compound annual growth rate (CAGR) of 6.6% through 2030. Photonics connects data center components with light, enabling faster signal transmission and, importantly, lower heat generation. Copper remains the standard today because it is cheaper than optical equipment, and it will likely remain the preferred solution in many cases. Still, a copper shortage has opened the door for photonics companies to gain traction. For NVIDIA, the partnership is less about immediate necessity and more about positioning for the future. As AI clusters scale to hundreds of thousands of GPUs, the bandwidth and thermal limitations of traditional copper interconnects become harder to manage. By securing a deep relationship with one of the most capable optical-component makers, NVIDIA is hedging against infrastructure constraints that could slow AI buildout. For Lumentum, the $2 billion commitment provides capital to expand manufacturing capacity and accelerate R&D at a pace that would be difficult to fund organically. A Trend Reversal Worth WatchingWhile S&P 500 inclusion won’t automatically change long-term institutional interest, it can affect sentiment. Over the past two quarters, institutions have been net sellers of LITE — not necessarily a judgment on the business, but an acknowledgment that the stock may have run ahead of fundamentals. Now that Lumentum is part of the S&P 500, many funds will be required to hold the stock. That demand may not alter the company’s long-term outlook, but it could establish a higher near-term floor for the share price. Traders May Want to Wait for a PullbackThe chart shows investors accumulated LITE shares ahead of its S&P 500 debut: the stock moved strongly between March 10, when inclusion was announced, and March 23, when it began trading in the index.  Some of those gains were driven by short covering. LITE carries short interest around 16%. That’s not extreme, but it is elevated on a historical basis and had been climbing as the stock ran in 2025. The rally has also pushed the stock’s valuation to lofty levels, even by technology-sector standards. Going forward, LITE may need another catalyst to push it higher. Investors will likely be watching the company’s Q3 2026 earnings report scheduled for May 5. At that time, the market will want to hear concrete progress on manufacturing capacity, which was constrained in the prior quarter. Retail investors may wonder whether the stock’s extraordinary run has already priced in the good news. The bull case argues that the NVIDIA partnership and S&P 500 inclusion mark the start of a longer re-rating. But given constrained capacity, elevated short interest, and a stock that has already moved dramatically, patience may be the most prudent position. The May earnings report should provide the clearest read yet on whether Lumentum’s fundamentals are catching up to its share price. . |
Tidak ada komentar:
Posting Komentar