Jim Cramer on Lumentum Holdings: “I Would Be a Seller, Not a Buyer”

Alright, truthful Lumentum, Jeff Marks, who is my colleague, helium and I looked astatine this stock, and besides Ben Stoto, who is simply a probe director, and the stock’s similar this. Okay, truthful we deliberation that if we travel in, we are going to get annihilated. So we did a hard walk connected it, and I’m going to inquire you to bash a hard pass. A banal similar Lumentum that is up successful a consecutive line, it’s conscionable excessively unsafe for me. I would beryllium a seller, not a buyer.

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Lumentum Holdings Inc. (NASDAQ:LITE) designs and sells optical and photonic products, including lasers and components, for unreality networking, information centers, and concern applications. During the December 12, 2025, episode, a caller asked whether they should clasp connected to the company’s banal oregon merchantability it. The Mad Money big responded:

I deliberation it’s had specified a run. I conscionable can’t enactment you, you know, I can’t accidental yes to that. Remember… JDSU meant Just Don’t Sell Us, and past it became just… well, whatever. But let’s conscionable accidental don’t comparison the two. This is simply a amended company, but I don’t privation you to beryllium successful it.

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