Lumentum: A Signal in the Static

The anticipation now centers on the fourth-quarter pronouncements from Palantir, a reckoning that must justify the staggering multiple – 416 times trailing earnings, 117 times sales. A precarious edifice, indeed. But while the gaze of the multitude remains fixed upon this particular beacon, a quieter signal emerges from another quarter – Lumentum Holdings. A company, perhaps less glamorous, but possessing a solidity that warrants closer inspection.






