Lumentum (LITE.US), "Standing in the Light", is about to release its earnings report! Will the "short storage, go long optical" trade gain momentum?

```htmlAccording to Golden Ten Data APP, Lumentum (LITE.US), the core participant in the "Google TPU AI computing power chain" and an indispensable key supplier of optical and optical module components for the "Nvidia and AMD AI GPU-based AI computing power chains," will announce its fiscal 2026 fourth quarter earnings after the US stock market closes on August 11 Eastern Time. If Lumentum, which has received strategic investment from Nvidia and is bound by a long-term optical device procurement agreement, releases earnings and future outlooks that far exceed market consensus expectations, it will be a major positive catalyst for Lumentum—currently the “AI super bull stock” with a 140% surge so far in 2026 and a staggering 345% rise throughout 2025—as well as for the global “Standing in the Light” investment theme that has swept stock markets recently. The “Standing in the Light” investment theme refers to the investment boom in the “AI data center optical interconnect/optical communication industry chain.”```