{"id":80608,"date":"2026-10-07T08:17:33","date_gmt":"2026-10-07T12:17:33","guid":{"rendered":"https:\/\/blog.t3live.com\/?p=80608"},"modified":"2026-10-07T14:25:09","modified_gmt":"2026-10-07T18:25:09","slug":"jr-romero-nvda-lite","status":"publish","type":"post","link":"https:\/\/blog.t3live.com\/2026\/10\/07\/jr-romero-nvda-lite\/","title":{"rendered":"Nvidia vs. Lumentum: Which One Wins?"},"content":{"rendered":"<p><strong>Nvidia<\/strong> (NVDA) looks good. <strong>Lumentum<\/strong> (LITE) may look even better.<\/p>\n<p>JR Romero explains as he goes over his top AI stocks:<\/p>\n<p><iframe title=\"My Top AI Stocks Right Now - Nvidia, Broadcom, Lumentum, Astera Labs Analysis\" width=\"500\" height=\"281\" src=\"https:\/\/www.youtube.com\/embed\/nW4sJeUQdig?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe><\/p>\n<p>The artificial intelligence stock market boom isn't slowing down. It's just evolving.<\/p>\n<p>As hyperscalers expand infrastructure and custom silicon demands explode, we still have opportunities to find big-time upside. I<\/p>\n<p>JR Romero goes over:<\/p>\n<p><strong>1. Nvidia (NVDA): The Path to $257<\/strong><\/p>\n<p>Nvidia remains the undisputed King pin of the AI revolution, and JR Romero outlines a potential move to $257. Demand for Blackwell architectures outstrips supply and next-gen data center deployments just keep on coming. Plus, the stock is ridiculously cheap.<\/p>\n<p><strong>2. Lumentum (LITE): Optical Breakthroughs<\/strong><\/p>\n<p>As AI clusters scale to hundreds of thousands of GPUs, traditional copper interconnects reach their physical limits. That is where optical networking leaders like Lumentum (LITE). Bandwidth requirements just keep going up, which is crazy bullish for LITE.<\/p>\n<p>BTW, did you know that LITE was spun out of 90's stock market legend JDS Uniphase?<\/p>\n<p><strong>\u00a03. Broadcom (AVGO) & Astera Labs (ALAB)<\/strong><\/p>\n<p>Marvell (MRVL) just had a bullish analysts day with increased guidance. This indicates good thins to come for AVGO and ALAB.<\/p>\n<p>AVGO is dominant in custom ASIC design and high-speed switching silicon.<\/p>\n<p>And ALAB is riding the wave of PCIe and CXL connectivity solutions, which are key to eliminating data bottlenecks in AI server setups.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Nvidia (NVDA) looks good. Lumentum (LITE) may look even better. JR Romero explains as he goes over his top AI stocks: The artificial intelligence stock market boom isn&#8217;t slowing down. It&#8217;s just evolving. As hyperscalers expand infrastructure and custom silicon demands explode, we still have opportunities to find big-time upside. I JR Romero goes over: 1. Nvidia (NVDA): The Path to $257 Nvidia remains the undisputed King pin of the AI revolution, and JR Romero outlines a potential move to $257. Demand for Blackwell architectures outstrips supply and next-gen data center deployments just keep on coming. Plus, the stock is ridiculously cheap. 2. Lumentum (LITE): Optical Breakthroughs As AI clusters scale to hundreds of thousands of GPUs, traditional copper interconnects reach their physical limits. That is where optical networking leaders like Lumentum (LITE). Bandwidth requirements just keep going up, which is crazy bullish for LITE. BTW, did you know that LITE was spun out of 90&#8217;s stock market legend JDS Uniphase? \u00a03. Broadcom (AVGO) &#038; Astera Labs (ALAB) Marvell (MRVL) just had a bullish analysts day with increased guidance. This indicates good thins to come for AVGO and ALAB. AVGO is dominant in custom ASIC design and high-speed switching silicon. And ALAB is riding the wave of PCIe and CXL connectivity solutions, which are key to eliminating data bottlenecks in AI server setups.<\/p>\n","protected":false},"author":55,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[749],"tags":[],"class_list":["post-80608","post","type-post","status-publish","format-standard","hentry","category-jr-romero"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v25.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Nvidia vs. Lumentum: Which One Wins? - T3 Live<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/blog.t3live.com\/2026\/10\/07\/jr-romero-nvda-lite\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Nvidia vs. Lumentum: Which One Wins? - T3 Live\" \/>\n<meta property=\"og:description\" content=\"Nvidia (NVDA) looks good. Lumentum (LITE) may look even better. JR Romero explains as he goes over his top AI stocks: The artificial intelligence stock market boom isn&#039;t slowing down. It&#039;s just evolving. As hyperscalers expand infrastructure and custom silicon demands explode, we still have opportunities to find big-time upside. I JR Romero goes over: 1. Nvidia (NVDA): The Path to $257 Nvidia remains the undisputed King pin of the AI revolution, and JR Romero outlines a potential move to $257. Demand for Blackwell architectures outstrips supply and next-gen data center deployments just keep on coming. Plus, the stock is ridiculously cheap. 2. Lumentum (LITE): Optical Breakthroughs As AI clusters scale to hundreds of thousands of GPUs, traditional copper interconnects reach their physical limits. That is where optical networking leaders like Lumentum (LITE). Bandwidth requirements just keep going up, which is crazy bullish for LITE. BTW, did you know that LITE was spun out of 90&#039;s stock market legend JDS Uniphase? \u00a03. Broadcom (AVGO) &amp; Astera Labs (ALAB) Marvell (MRVL) just had a bullish analysts day with increased guidance. This indicates good thins to come for AVGO and ALAB. AVGO is dominant in custom ASIC design and high-speed switching silicon. And ALAB is riding the wave of PCIe and CXL connectivity solutions, which are key to eliminating data bottlenecks in AI server setups.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/blog.t3live.com\/2026\/10\/07\/jr-romero-nvda-lite\/\" \/>\n<meta property=\"og:site_name\" content=\"T3 Live\" \/>\n<meta property=\"article:published_time\" content=\"2026-10-07T12:17:33+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2026-10-07T18:25:09+00:00\" \/>\n<meta name=\"author\" content=\"JR Romero\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"JR Romero\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"1 minute\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\/\/blog.t3live.com\/2026\/10\/07\/jr-romero-nvda-lite\/#article\",\"isPartOf\":{\"@id\":\"https:\/\/blog.t3live.com\/2026\/10\/07\/jr-romero-nvda-lite\/\"},\"author\":{\"name\":\"JR Romero\",\"@id\":\"https:\/\/blog.t3live.com\/#\/schema\/person\/269109d3f9d147b0b3a4da48f8a28b13\"},\"headline\":\"Nvidia vs. Lumentum: Which One Wins?\",\"datePublished\":\"2026-10-07T12:17:33+00:00\",\"dateModified\":\"2026-10-07T18:25:09+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\/\/blog.t3live.com\/2026\/10\/07\/jr-romero-nvda-lite\/\"},\"wordCount\":234,\"publisher\":{\"@id\":\"https:\/\/blog.t3live.com\/#organization\"},\"articleSection\":[\"JR Romero\"],\"inLanguage\":\"en-US\"},{\"@type\":\"WebPage\",\"@id\":\"https:\/\/blog.t3live.com\/2026\/10\/07\/jr-romero-nvda-lite\/\",\"url\":\"https:\/\/blog.t3live.com\/2026\/10\/07\/jr-romero-nvda-lite\/\",\"name\":\"Nvidia vs. Lumentum: Which One Wins? - T3 Live\",\"isPartOf\":{\"@id\":\"https:\/\/blog.t3live.com\/#website\"},\"datePublished\":\"2026-10-07T12:17:33+00:00\",\"dateModified\":\"2026-10-07T18:25:09+00:00\",\"breadcrumb\":{\"@id\":\"https:\/\/blog.t3live.com\/2026\/10\/07\/jr-romero-nvda-lite\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/blog.t3live.com\/2026\/10\/07\/jr-romero-nvda-lite\/\"]}]},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/blog.t3live.com\/2026\/10\/07\/jr-romero-nvda-lite\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/blog.t3live.com\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Nvidia vs. Lumentum: Which One Wins?\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/blog.t3live.com\/#website\",\"url\":\"https:\/\/blog.t3live.com\/\",\"name\":\"T3 Live\",\"description\":\"Real Traders, Real Time\",\"publisher\":{\"@id\":\"https:\/\/blog.t3live.com\/#organization\"},\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/blog.t3live.com\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"},{\"@type\":\"Organization\",\"@id\":\"https:\/\/blog.t3live.com\/#organization\",\"name\":\"T3 Live\",\"url\":\"https:\/\/blog.t3live.com\/\",\"logo\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/blog.t3live.com\/#\/schema\/logo\/image\/\",\"url\":\"https:\/\/blog.t3live.com\/wp-content\/uploads\/2026\/09\/T3-Live-Logo-white.png\",\"contentUrl\":\"https:\/\/blog.t3live.com\/wp-content\/uploads\/2026\/09\/T3-Live-Logo-white.png\",\"width\":658,\"height\":292,\"caption\":\"T3 Live\"},\"image\":{\"@id\":\"https:\/\/blog.t3live.com\/#\/schema\/logo\/image\/\"}},{\"@type\":\"Person\",\"@id\":\"https:\/\/blog.t3live.com\/#\/schema\/person\/269109d3f9d147b0b3a4da48f8a28b13\",\"name\":\"JR Romero\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/blog.t3live.com\/#\/schema\/person\/image\/\",\"url\":\"https:\/\/secure.gravatar.com\/avatar\/0b5cbf88f6e2b1c006dbed32306f3280d9544ff355d1b2d4d200a98689359da2?s=96&d=mm&r=g\",\"contentUrl\":\"https:\/\/secure.gravatar.com\/avatar\/0b5cbf88f6e2b1c006dbed32306f3280d9544ff355d1b2d4d200a98689359da2?s=96&d=mm&r=g\",\"caption\":\"JR Romero\"},\"url\":\"https:\/\/blog.t3live.com\/author\/jr-romero\/\"}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Nvidia vs. Lumentum: Which One Wins? - T3 Live","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/blog.t3live.com\/2026\/10\/07\/jr-romero-nvda-lite\/","og_locale":"en_US","og_type":"article","og_title":"Nvidia vs. Lumentum: Which One Wins? - T3 Live","og_description":"Nvidia (NVDA) looks good. Lumentum (LITE) may look even better. JR Romero explains as he goes over his top AI stocks: The artificial intelligence stock market boom isn't slowing down. It's just evolving. As hyperscalers expand infrastructure and custom silicon demands explode, we still have opportunities to find big-time upside. I JR Romero goes over: 1. Nvidia (NVDA): The Path to $257 Nvidia remains the undisputed King pin of the AI revolution, and JR Romero outlines a potential move to $257. Demand for Blackwell architectures outstrips supply and next-gen data center deployments just keep on coming. Plus, the stock is ridiculously cheap. 2. Lumentum (LITE): Optical Breakthroughs As AI clusters scale to hundreds of thousands of GPUs, traditional copper interconnects reach their physical limits. That is where optical networking leaders like Lumentum (LITE). Bandwidth requirements just keep going up, which is crazy bullish for LITE. BTW, did you know that LITE was spun out of 90's stock market legend JDS Uniphase? \u00a03. Broadcom (AVGO) & Astera Labs (ALAB) Marvell (MRVL) just had a bullish analysts day with increased guidance. This indicates good thins to come for AVGO and ALAB. AVGO is dominant in custom ASIC design and high-speed switching silicon. And ALAB is riding the wave of PCIe and CXL connectivity solutions, which are key to eliminating data bottlenecks in AI server setups.","og_url":"https:\/\/blog.t3live.com\/2026\/10\/07\/jr-romero-nvda-lite\/","og_site_name":"T3 Live","article_published_time":"2026-10-07T12:17:33+00:00","article_modified_time":"2026-10-07T18:25:09+00:00","author":"JR Romero","twitter_card":"summary_large_image","twitter_misc":{"Written by":"JR Romero","Est. reading time":"1 minute"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"Article","@id":"https:\/\/blog.t3live.com\/2026\/10\/07\/jr-romero-nvda-lite\/#article","isPartOf":{"@id":"https:\/\/blog.t3live.com\/2026\/10\/07\/jr-romero-nvda-lite\/"},"author":{"name":"JR Romero","@id":"https:\/\/blog.t3live.com\/#\/schema\/person\/269109d3f9d147b0b3a4da48f8a28b13"},"headline":"Nvidia vs. Lumentum: Which One Wins?","datePublished":"2026-10-07T12:17:33+00:00","dateModified":"2026-10-07T18:25:09+00:00","mainEntityOfPage":{"@id":"https:\/\/blog.t3live.com\/2026\/10\/07\/jr-romero-nvda-lite\/"},"wordCount":234,"publisher":{"@id":"https:\/\/blog.t3live.com\/#organization"},"articleSection":["JR Romero"],"inLanguage":"en-US"},{"@type":"WebPage","@id":"https:\/\/blog.t3live.com\/2026\/10\/07\/jr-romero-nvda-lite\/","url":"https:\/\/blog.t3live.com\/2026\/10\/07\/jr-romero-nvda-lite\/","name":"Nvidia vs. Lumentum: Which One Wins? - T3 Live","isPartOf":{"@id":"https:\/\/blog.t3live.com\/#website"},"datePublished":"2026-10-07T12:17:33+00:00","dateModified":"2026-10-07T18:25:09+00:00","breadcrumb":{"@id":"https:\/\/blog.t3live.com\/2026\/10\/07\/jr-romero-nvda-lite\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/blog.t3live.com\/2026\/10\/07\/jr-romero-nvda-lite\/"]}]},{"@type":"BreadcrumbList","@id":"https:\/\/blog.t3live.com\/2026\/10\/07\/jr-romero-nvda-lite\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/blog.t3live.com\/"},{"@type":"ListItem","position":2,"name":"Nvidia vs. Lumentum: Which One Wins?"}]},{"@type":"WebSite","@id":"https:\/\/blog.t3live.com\/#website","url":"https:\/\/blog.t3live.com\/","name":"T3 Live","description":"Real Traders, Real Time","publisher":{"@id":"https:\/\/blog.t3live.com\/#organization"},"potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/blog.t3live.com\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"},{"@type":"Organization","@id":"https:\/\/blog.t3live.com\/#organization","name":"T3 Live","url":"https:\/\/blog.t3live.com\/","logo":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/blog.t3live.com\/#\/schema\/logo\/image\/","url":"https:\/\/blog.t3live.com\/wp-content\/uploads\/2026\/09\/T3-Live-Logo-white.png","contentUrl":"https:\/\/blog.t3live.com\/wp-content\/uploads\/2026\/09\/T3-Live-Logo-white.png","width":658,"height":292,"caption":"T3 Live"},"image":{"@id":"https:\/\/blog.t3live.com\/#\/schema\/logo\/image\/"}},{"@type":"Person","@id":"https:\/\/blog.t3live.com\/#\/schema\/person\/269109d3f9d147b0b3a4da48f8a28b13","name":"JR Romero","image":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/blog.t3live.com\/#\/schema\/person\/image\/","url":"https:\/\/secure.gravatar.com\/avatar\/0b5cbf88f6e2b1c006dbed32306f3280d9544ff355d1b2d4d200a98689359da2?s=96&d=mm&r=g","contentUrl":"https:\/\/secure.gravatar.com\/avatar\/0b5cbf88f6e2b1c006dbed32306f3280d9544ff355d1b2d4d200a98689359da2?s=96&d=mm&r=g","caption":"JR Romero"},"url":"https:\/\/blog.t3live.com\/author\/jr-romero\/"}]}},"_links":{"self":[{"href":"https:\/\/blog.t3live.com\/wp-json\/wp\/v2\/posts\/80608","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/blog.t3live.com\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/blog.t3live.com\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/blog.t3live.com\/wp-json\/wp\/v2\/users\/55"}],"replies":[{"embeddable":true,"href":"https:\/\/blog.t3live.com\/wp-json\/wp\/v2\/comments?post=80608"}],"version-history":[{"count":1,"href":"https:\/\/blog.t3live.com\/wp-json\/wp\/v2\/posts\/80608\/revisions"}],"predecessor-version":[{"id":80609,"href":"https:\/\/blog.t3live.com\/wp-json\/wp\/v2\/posts\/80608\/revisions\/80609"}],"wp:attachment":[{"href":"https:\/\/blog.t3live.com\/wp-json\/wp\/v2\/media?parent=80608"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/blog.t3live.com\/wp-json\/wp\/v2\/categories?post=80608"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/blog.t3live.com\/wp-json\/wp\/v2\/tags?post=80608"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}