AIVL0.221%
as of Jul 17
LITE
GrowthLUMENTUM HOLDINGS INC
Lumentum Holdings Inc. manufactures and sells optical and photonic products in the Americas, the Asia-Pacific, Europe, the Middle East, and Africa. It operates through two segments, Cloud & Networking and Industrial Tech. The Cloud & Networking segment offers optical and photonic chips, components, modules, and subsystems supplied to cloud data center operators, AI/ML infrastructure providers, and network equipment manufacturer customers that are building cloud data centers and network infrastructures.
Close · 3M
+19.49%
Held by 1 AI ETF
Signal performance
Each tracked ETF's moves on this stock, grouped by fund. Returns are measured from the signal date to the latest close — hypothetical, no commissions or slippage.
Buy signals13
Win rate0% (0/13)
Avg buy return-14.90%
AIVL · Weight decrease · 2d
The detected pattern for LITE in AIVL shows a swift, two-day reduction in weight from 0.2286% to 0.2117%, following a previous peak in allocation. This specific downward adjustment appears consistent with WisdomTree’s AIVL strategy, which employs AI to distinguish true value from value traps within its US value-factor pool. LITE’s current PER of 129.61 and PBR of 5.85, despite a 30-day price decline of 22.5%, indicate a valuation level that deviates significantly from traditional value benchmarks, even with its 68.98% revenue growth and 30.68% ROE. Such high multiples, particularly after a 704.6% one-year return, likely triggered the AI's re-evaluation of LITE, indicating it may no longer align with the fund's objective of identifying attractive value opportunities.
weight 0.248% → 0.212% (-0.036 pp)·stock down 26.2% in the 30 days before
Jul 16·entry $706.23·now $765.55
+8.40%
since Jul 16
AIVL · Weight increase · 3d
WisdomTree's AIVL, which employs AI to distinguish genuine value from value traps within its approximately 100-stock US value universe, began increasing its position in Lumentum Holdings. The AI likely re-evaluated LITE after its 30-day return showed a decline of 10.2%, potentially making the stock more attractive despite a high P/E ratio of 138.4. Considering the AI's use of fundamentals, LITE's 68.98% revenue growth and 30.68% return on equity would have factored into this reassessment. This periodic adjustment by the AI led to the consecutive weight increase from 0.2113% to 0.2430% in early July, signaling a renewed algorithmic favor.
weight 0.211% → 0.243% (+0.032 pp)·stock down 2.4% in the 30 days before
Jul 10·entry $802.01·now $765.55Fresh
-4.55%
since Jul 10
AIVL · Weight increase · 2d
LITE, currently priced at $802.01, trades at 76% of its 52-week high after a significant 746.4% one-year return, yet experienced a recent 6.8% 30-day price decrease. This price setup likely triggered AIVL’s AI, which evaluates stocks within a pre-filtered US value-factor pool using fundamentals and valuation metrics to identify genuine value opportunities. Despite a high PER of 138.4 and PBR of 5.85, LITE’s 68.98% revenue growth and 30.68% ROE present strong fundamental indicators, aligning with the AI's objective to discern companies with underlying strength from mere value traps. The consecutive weight increase observed from 0.2113% on July 7th to 0.2389% on July 9th suggests the AI, during its periodic rebalancing, identified LITE's strong financial performance as justifying its inclusion, especially after the recent short-term price softening, fitting its criteria for value with growth.
weight 0.211% → 0.239% (+0.028 pp)·stock down 12.2% in the 30 days before
Jul 9·entry $785.77·now $765.55Fresh
-2.57%
since Jul 9
AIVL · Weight decrease · 2d
LITE's PER of 127.01 and PBR of 5.85 stand out against AIVL's selection methodology, which evaluates P/E and P/B ratios to identify value stocks within its US value-factor pool. Despite the company's 68.98% revenue growth and 30.68% return on equity, these valuation metrics signal a potential divergence from core value principles for the AI. The AI component of AIVL, specifically designed to differentiate genuine value from value traps using fundamentals and valuation, likely initiated the consecutive weight reductions. This culminated in a significant portfolio adjustment on 2026-07-02, decreasing LITE's weight to 0.2211%, coinciding with the stock's -16.1% 30-day return and its current price of $728.32, 69% below its 52-week high.
weight 0.606% → 0.221% (-0.385 pp)·stock down 29.2% in the 30 days before
Jul 2·entry $728.32·now $765.55
+5.11%
since Jul 2
AIVL · Weight increase · 2d
WisdomTree's AIVL ETF, which employs an AI to distinguish genuine value from value traps within its approximately 100 US value stock portfolio, recently showed a consecutive weight increase in Lumentum Holdings. This minor adjustment, moving from 0.6051% to 0.6094%, reflects the AI's continuous assessment of holdings, even between major periodic rebalances. The AI likely interpreted LITE's significant 30-day price decline of 18.4%, bringing its price to $816.98, as a compelling entry point for a company exhibiting strong fundamentals. Despite a high PER of 149.43, the AI's scoring methodology likely prioritized LITE's 30.68% return on equity and 68.98% revenue growth, identifying the recent pullback as an opportunity to reinforce a fundamentally sound holding within its US value-factor universe.
weight 0.597% → 0.609% (+0.012 pp)·stock down 5.4% in the 30 days before
Jun 25·entry $861.97·now $765.55Fresh
-11.19%
since Jun 25
AIVL · Weight decrease · 2d
LITE's PER of 156.88 and PBR of 5.85 are elevated, even considering its 68.98% revenue growth and 30.68% return on equity. AIVL's management approach uses AI to score names based on fundamentals like return on capital and valuation metrics such as P/E and P/B, aiming to distinguish genuine value from value traps within its US value-factor pool. The stock's substantial 1-year return of +943.5% and 90-day return of +51.5% propelled its current price to $850.00, suggesting a valuation that diverges from typical value characteristics. This upward price trajectory, leaving the stock at 81% of its 52-week high despite a -4.8% 30-day return, likely led the AI to assess its present valuation as inconsistent with AIVL's core value mandate, driving the consecutive weight decreases observed after June 12th.
weight 0.664% → 0.611% (-0.054 pp)·stock down 4.5% in the 30 days before
Jun 18·entry $850.00·now $765.55
-9.94%
since Jun 18
AIVL · Weight increase · 2d
WisdomTree's AIVL ETF, which utilizes AI to select names within a pre-filtered US value-factor pool, has demonstrated a pattern of increasing its position in LUMENTUM HOLDINGS INC (LITE). The AI's method, designed to distinguish genuine value from value traps through fundamental analysis, likely identifies LITE's substantial 68.98% revenue growth as a key positive factor. Even with a P/E ratio of 155.19, the AI's scoring mechanism might view LITE's strong earnings generation, evidenced by its 30.68% return on equity, as a sign of financial health, preventing its classification as a mere value trap despite the elevated valuation. The fund's strategy of rebalancing periodically, rather than daily, for its portfolio of around 100 US value stocks, enables gradual adjustments such as the observed increases, especially with LITE's current price of $957.24 sitting near 91% of its 52-week high after a recent slight dip.
weight 0.634% → 0.664% (+0.031 pp)·stock down 10.6% in the 30 days before
Jun 12·entry $921.56·now $765.55Fresh
-16.93%
since Jun 12
AIVL · Weight increase · 2d
weight 0.667% → 0.693% (+0.026 pp)·stock down 5.0% in the 30 days before
Jun 4·entry $945.08·now $765.55Fresh
-19.00%
since Jun 4
AIVL · Weight decrease · 3d
WisdomTree's AIVL, which employs AI to identify genuine value within its approximately 100 US value stock holdings, initiated a series of weight reductions in Lumentum Holdings Inc. as its valuation metrics diverged from the fund's core mandate. The AI's assessment of valuation metrics like P/E and P/B would flag LITE's current PER of 166.27 and PBR of 5.85 as significantly elevated, moving it away from a value profile. Compounding this, LITE's rapid price appreciation, registering a 1-year return of +1234.7% and trading at 98% of its 52-week high, likely triggered the AI's mechanism for distinguishing genuine value from potential value traps. These consecutive weight decreases, culminating in the 0.6667% holding on June 1st, align with the fund's periodic rebalancing schedule, where the AI systematically adjusts exposures as underlying scores change.
weight 0.770% → 0.667% (-0.104 pp)·stock up 0.3% in the 30 days before
Jun 1·entry $905.00·now $765.55
-15.41%
since Jun 1
-21.13%
since May 15
-27.30%
since May 11
-15.30%
since May 8
PQUS · Exit · 1d
LUMENTUM HOLDINGS INC (LITE) has recently experienced a -12.9% return over the past 30 days, positioning its current price of $785.77 at 75% of its 52-week high of $1053.09, despite a +729.7% gain over the prior year. This recent downward trend, combined with a high valuation indicated by a PER of 138.4 and a PBR of 5.85, likely triggered a re-evaluation within the Pictet Asset Management AI ranking system. As PQUS manages a US large-cap portfolio with measured turnover and periodic rebalances, LITE's changed profile meant it no longer met the AI's criteria for inclusion, which also considers sector-balance and concentration rules. Consequently, the stock’s allocation within the approximately 165 holdings of the newer fund shifted from 0.0400% to 0.0000% on July 10, 2026, reflecting a complete removal during a scheduled portfolio adjustment.
weight 0.040% → 0 (exited)·stock down 2.4% in the 30 days before
Jul 10·entry $802.01·now $765.55
-4.55%
since Jul 10
PQUS · New entry · 1d
weight 0 → 0.040% (new)·stock down 9.5% in the 30 days before
Jun 26·entry $816.98·now $765.55Fresh
-6.30%
since Jun 26
-19.15%
since May 22
-13.50%
since May 17
-27.30%
since May 9
LQAI · Exit · 1d
High PER at 127.01 and PBR at 5.85 characterize LITE, alongside a 68.98% revenue growth and 30.68% ROE, indicating a company with significant expansion and profitability metrics. This financial makeup suggests a growth-oriented stock, a profile that the LG-Qraft collaboration’s core large-cap AI selection engine for LQAI, while not heavily factor-tilted, would continuously assess against its evolving criteria. The AI ranking system, positioned between broad and concentrated momentum strategies, likely maintained LITE due to its growth but evaluated its valuation in relation to performance trends within its weekly rebalances. A recent 26.2% decline in LITE's 30-day return, following a 661.3% one-year gain and placing it at 66% of its 52-week high, appears to have triggered a re-evaluation by Qraft's AI engine. This sharp price correction, combined with its previously elevated PER and PBR, could have caused the Qraft AI to de-rank LITE, culminating in its systematic removal from LQAI’s portfolio on July 7, 2026, after a period of incremental weight reduction.
weight 0.190% → 0 (exited)·stock down 26.0% in the 30 days before
Jul 7·entry $698.91·now $765.55
+9.53%
since Jul 7
LQAI · Weight decrease · 3d
The LITE allocation within LQAI shows a recent series of minor, consistent decreases, dropping from 0.21% to 0.19% over three consecutive trading days. This gradual reduction follows a period where LITE experienced a 712.3% one-year return, despite a recent 16.1% decline over 30 days, and maintains a high PER of 127.01 and PBR of 5.85. For LQAI, an AI-driven large-cap core ETF with weekly rebalancing, such a measured adjustment suggests the Qraft engine is re-evaluating LITE's current valuation at its $728.32 price point. The AI's ranking system, positioned between broad market and concentrated momentum strategies, likely identifies a nuanced shift in LITE's risk-reward profile or its relative attractiveness within the 100-stock US large-cap universe, prompting this calibrated de-risking.
weight 0.220% → 0.190% (-0.030 pp)·stock down 29.2% in the 30 days before
Jul 2·entry $728.32·now $765.55
+5.11%
since Jul 2
LQAI · Weight decrease · 2d
The weight of Lumentum Holdings in LQAI saw a subtle but consecutive decrease from 0.21% to 0.20% between June 30 and July 1. This measured adjustment occurs as LITE trades at $728.32, experiencing a 16.1% pullback over the last 30 days while still reflecting a 1-year return of 712.3% and a PER of 127.01. For this core large-cap, AI-driven fund that rebalances weekly without heavy factor tilts, the Qraft engine is likely recalibrating LITE's position in response to recent price volatility following a significant rally. The gradual reduction, rather than a sharp cut, suggests a fine-tuning of its ranking amidst a shift in its risk-reward profile.
weight 0.220% → 0.200% (-0.020 pp)·stock down 11.5% in the 30 days before
Jul 1·entry $801.16·now $765.55
-4.44%
since Jul 1
LQAI · Weight increase · 2d
Lumentum Holdings Inc. exhibits a Price-to-Earnings ratio of 166.27 and a Price-to-Book ratio of 5.85, balanced by a revenue growth of 68.98% and a return on equity of 30.68%. These metrics suggest the Qraft AI ranking, which guides LQAI's core large-cap, AI-driven name selection without a heavy factor tilt, likely recognized LITE's strong business performance despite its elevated valuation. The AI's decision to increase LITE's weight in LQAI from 0.22% on May 29 to 0.26% by June 2 coincided with the stock trading at $1029.15, near 98% of its 52-week high. This adjustment indicates the AI prioritized the company's sustained financial growth and market strength, even as LITE concluded a 90-day return of 203.4%, positioning it as a valued holding within the portfolio.
weight 0.220% → 0.260% (+0.040 pp)·stock up 8.3% in the 30 days before
Jun 2·entry $1029.15·now $765.55Fresh
-25.61%
since Jun 2
-15.95%
since May 26
-13.50%
since May 18
-22.86%
since May 12
AIEQ · Exit · 1d
LITE, trading at $801.16, currently sits at 76% of its 52-week high after a 10.0% decline over the past 30 days, yet still reflects a significant 805.7% 1-year return. Given AIEQ's strategy of daily rebalancing and leveraging IBM Watson NLP to ingest news and social posts for sentiment, the recent 30-day price reversal likely triggered a re-evaluation for a high-turnover fund. Despite LITE's 68.98% revenue growth and 30.68% ROE, the stock's PER of 127.01 and PBR of 5.85, combined with any negative shifts in its extensive real-time data inputs—including analyst notes or social posts—would influence Watson's daily ranking. This combination of declining short-term price momentum, high valuation metrics, and potential shifts in sentiment or risk assessment processed by EquBot's overlay, led to the stock's complete removal from AIEQ's 140-180 stock portfolio on July 1st.
weight 0.280% → 0 (exited)·stock down 11.5% in the 30 days before
Jul 1·entry $801.16·now $765.55
-4.44%
since Jul 1
AIEQ · Accumulation · 5d
AIEQ’s IBM Watson-powered NLP engine, which ingests news, filings, and social posts across thousands of US equities, likely detected a compounding positive signal for Lumentum Holdings (LITE) over this period. This daily assessment, feeding into a fund that rebalances its 140-180 US stock portfolio every trading day, translated into a consistent, incremental increase in LITE's weight. The model's output, integrating both fundamentals and sentiment, appears to value LITE’s 68.98% revenue growth or its 30.68% ROE, even as the stock experienced a -12.0% 30-day return. The gradual accumulation from 0.28% to 0.31% suggests Watson is identifying an underlying strength or evolving positive narrative that warrants a higher allocation within AIEQ's dynamic investment style.
weight 0.280% → 0.310% (+0.030 pp)·stock down 9.8% in the 30 days before
Jun 16·entry $875.36·now $765.55Fresh
-12.54%
since Jun 16
AIEQ · Weight increase · 3d
LUMENTUM HOLDINGS INC (LITE) currently trades at $921.56, placing it at 88% of its 52-week high after a -3.0% decline over the past 30 days, despite a significant +1114.8% gain over the last year. This market positioning, alongside LITE's 68.98% revenue growth and 30.68% ROE, enters Amplify ETFs' AIEQ system, which leverages IBM Watson NLP for daily sentiment and fundamental analysis across thousands of US equities. Watson's continuous ingestion of news, filings, and social posts likely detected a strengthening positive narrative around the company, even with the short-term price pressure, translating into a strategic increase in LITE's weight within the daily rebalancing portfolio. Consequently, the fund incrementally raised its position in LITE, moving from 0.28% to 0.30% in its portfolio, reflecting the AI's evolving conviction based on its hybrid fundamentals and sentiment model.
weight 0.270% → 0.300% (+0.030 pp)·stock down 10.6% in the 30 days before
Jun 14·entry $957.24·now $765.55Fresh
-20.03%
since Jun 14
AIEQ · Weight increase · 2d
The gradual, consecutive weight increases observed for LITE, typically by 0.01% to 0.02% daily, reflect AIEQ's mandate for frequent adjustments driven by its daily rebalancing and high-turnover portfolio. This measured accumulation, particularly as LITE trades at 88% of its 52-week high despite a recent 30-day return of -3.0%, suggests EquBot’s IBM Watson NLP system identified an evolving positive sentiment or fundamental data shift. Amid LITE’s 68.98% revenue growth and 30.68% ROE, the AI, by processing news, filings, and social posts, likely detected renewed catalysts influencing its daily ranking, overriding concerns about the 155.19 PER and 5.85 PBR. Therefore, at this $921.56 price point, the fund’s continuous, albeit small, position growth for LITE indicates a targeted response to dynamically processed information, integrating both valuation signals and real-time market sentiment within its risk framework.
weight 0.270% → 0.290% (+0.020 pp)·stock down 10.6% in the 30 days before
Jun 12·entry $921.56·now $765.55Fresh
-16.93%
since Jun 12
-15.41%
since May 30
Sell signals show what the stock did after the AI exited. A negative number means the AI's exit was well-timed.
Buffett-style framework
Too hard to callas of Jun 14
Several AI ETFs are showing recent weight increases in Lumentum Holdings Inc., indicating an accumulation or continued holding trend. This contrasts sharply with a Buffett-style framework's verdict that the company is 'Too Hard' to evaluate, suggesting the AI's investment thesis relies on factors beyond long-term predictive earning power.
- Circle of CompetenceThe rapidly evolving nature of the optical and photonics industry, with its technological changes and product cycles, makes projecting stable unit economics and reliable ten-year cash flows highly unpredictable.
- Economic MoatAssessment of a durable economic moat is not possible as the business falls outside the circle of competence for predictable long-term cash flows.
- ManagementManagement quality, candor, and capital allocation discipline cannot be assessed with the provided financial and activity data.
- Financial HealthA full assessment of financial health, including long-term ROE, operating margins, and owner earnings, cannot be made with the limited financial data provided, especially given the unpredictability of the business.
- Margin of SafetyA margin of safety cannot be determined for a company whose future cash flows are unpredictable within this framework, making intrinsic value estimation unreliable.
Lumentum Holdings Inc. falls outside the stringent requirements of a Buffett-style value investing framework primarily due to the unpredictable nature of its industry. The inability to reliably project ten-year cash flows means the company cannot be confidently evaluated, leading to a 'Too Hard' verdict. Further stages like economic moat, management, financial health, and margin of safety cannot be reliably assessed or are moot under this condition.
Educational interpretation generated by AI applying frameworks Warren Buffett documented in his shareholder letters and other public writings. Not a statement by Mr. Buffett or Berkshire Hathaway, and not investment advice.