"Lumentum (LITE.US) standing in the light breaks into the Nasdaq 100! AI data center heading towards the "optical interconnect era"

According to the financial information app Oriental Fortune, Lumentum (LITE.US), the most core participant of the "Google TPU AI computing power chain" and also the indispensable core optical/optical module component supplier of the "NVIDIA and AMD AI GPU series AI computing power chain", will soon become one of the components of the Nasdaq 100 Index, replacing CoStar (CSGP.US). This change will take effect on Monday, May 18, 2026, before the opening of the US stock market. This is a significant positive catalyst for Lumentum, the "AI super bull stock" that has surged 145% so far in 2026 and skyrocketed 345% in 2025, as well as for the recent global stock market trend of the investment theme of "standing in the light". The investment theme of "standing in the light" refers to the investment craze in the data center optical interconnection/optical communication industry chain.