Lumentum Holdings ($LITE) podcast mentions

Per Ticker.id: 2 Lumentum Holdings ($LITE) mentions across 2 podcasts (30 days) — timestamped, verifiable quotes, updated 2026-09-16.

1. Nothing. And then you look at Toll, you know, the Toll, they have what, 27% are going to be cash buyers. So it's doing a little bit better. But, you know, I don't want something that's doing a little bit better. I want to make a lot of money. And if you want to make a lot of money, then you have to go buy Lumentum. You got to go.

   Jim Cramer · Squawk on the Street · 9AM HOUR: AI Trade Rebounds, Telecom Tumbles on SpaceX Spectrum Deal, Apple Slides 10/9/26 · 2026-10-09

2. So let's give some money to Lumentum, to Coherent. Next thing you know, you've got an incredible market that's got optical all over it. That was what Matt Murphy was talking about from Marvell. I just think that Jensen— again, I'm in the visionary camp. There's so many— there are people who are now saying, listen, he's too glib about about cybersecurity. There's always been criticism about him ever since the companies crossed the trillion-dollar track because people just don't believe it. And yet Microsoft, a software company, we were happily, happily paying $3 trillion for that. I think that the ecosystem that, that Jensen has set up is the most valuable ecosystem I've ever seen.

   Jim Cramer · Squawk on the Street · 9AM HOUR: Faber Exclusive With Skydance CEOs, Crude Oil Surges, Yields and the 'Waller Effect" 10/8/26 · 2026-10-08