BULL
Semiconductors
Lumentum Holdings Inc.
LMNT
54
+11 all-time
Last scored 2026-06-02
Article mentions Lumentum with 121% gains in AI infrastructure stocks, outpacing even Nvidia. Optical components are critical for high-speed data center interconnects needed for agentic AI workloads.
Reading —
Higher scores = stronger evidence of agentic AI tailwinds benefiting this company.
§ 01 — Score History
100
Ceiling
54
Latest
0
Floor
§ 02 — Reasoning
Score timeline
2026-06-02
54
+11
Lumentum sits at neutral across the board with only indirect AI infrastructure tailwinds. Fails the thesis>=60 AND win_prob>=65 convergence bar. Skip until clearer signal emerges.
2026-06-01
43
—
LMNT shows pure 50/50 default scores across the board with no specialist commentary. Without any conviction signal, no basis for a new buy. Skip.