Lumentum Warned Of Supply Shortages Months Before Stock Surged
Before Lumentum's stock surged by 769% over a year, management had repeatedly warned of supply shortages for its AI-enabling components. These warnings began as early as November 2024 and continued through February 2025, indicating sustained demand outpacing production capacity due to the growing artificial intelligence market.
Tickers: $LITE
Topics: AI components allocation demand surge Lumentum market rally