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Stewart Asset Management: Lumentum Holdings Benefits from AI Infrastructure Spending, Small Investment Made
Stewart Asset Management stated in its Q2 2026 investor letter that it has made a small investment in Lumentum Holdings (Nasdaq: LITE), a leader in optical networking. The firm believes that AI infrastructure spending is driving an optical upgrade cycle, from which Lumentum Holdings is poised to benefit.
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Disclaimer: This content reflects the author's personal views only and does not constitute investment advice.
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