Lumentum, the absolute leader in the field of AI optical communications. It retreated after the net increase last night. Not sure if it's already at the peak, worried it might be like the memory sector.

- Strong financial report, Q2 revenue for fiscal year 2026 reached $665.5 million, a sharp increase of 65% year-on-year, far exceeding market expectations.

- Sufficient order backlog and strong growth momentum make it the most worthwhile core target for allocation at present.

Lumentum has a high P/E ratio. Whether its performance can continue to exceed expectations to support the high valuation remains to be seen. Continued monitoring.