Lumentum: The Free Cash Flow Inflection I'm Betting On (NASDAQ:LITE)
· seekingalpha.com
Lumentum Holdings is a high-growth, AI infrastructure-exposed business with rapidly increasing free cash flow and strong net cash of $1.1 billion. I rate LITE stock a strong buy.
Michael Wiggins De Oliveira is an Inflection investor. As an Inflection investor, I believe that simplicity is key to outperformance. Since 2024, Deep Value Ret...