---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/38278217.md"
description: "Lumentum's earnings report is coming soon, and market expectations are generally high. I'm a bit itchy with my current position, but honestly, the volatility of optoelectronic companies with AI themes has been increasing recently. Although analysts are all bullish, I have this uneasy feeling that 'too high expectations can easily collapse.' I've decided to wait and see, not chasing the highs."
datetime: "2026-01-30T11:05:10.000Z"
locales:
  - [en](https://longbridge.com/en/topics/38278217.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/38278217.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/38278217.md)
author: "[大秦阳泉君](https://longbridge.com/en/profiles/7200473.md)"
---

# Lumentum's earnings report is coming soon, and mar…