Jim Cramer Says Skip Poet and Buy These 2 Proven Photonics Stocks for AI Data Centers in August

1 hour ago 1

Joel South

Thu, August 13, 2026 astatine 9:00 AM CDT 4 min read

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Both COHR and LITE received $2 cardinal from NVIDIA, with LITE surging 685% implicit the past twelvemonth connected 66% gross growth.
Lumentum CEO Michael Hurlston says the institution is lone astatine the starting enactment for OCS and co-packaged optics contempt guiding 85% gross growth.
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Jim Cramer has a wide connection for investors chasing photonics exposure: skip speculative tiny caps and ain companies already delivering results. During a caller Mad Money Lightning Round, Cramer passed connected Poet Technologies without an opinion, directing investors alternatively to his preferred names successful the space: Lumentum Holdings (NASDAQ:LITE) and Coherent (NYSE:COHR).

A quality manus with an scale digit extended, touching a glowing bluish integer screen. The surface displays assorted fiscal charts, including candlestick patterns, a reddish downward inclination line, and barroom graphs, overlaid connected a satellite map. Numeric information and a '241%' indicator are besides visible. Digital airy particles emanate from the constituent of touch, and the inheritance is dark.

This past spring, Cramer pointed to some stocks arsenic the close mode to play information halfway optical infrastructure, noting that "both of them are getting $2 cardinal concern from NVIDIA, but Lumentum's been the amended performer." The thesis is straightforward: if the AI infrastructure rhythm continues, ain companies with bid books, margins, and backlog to beryllium it.

Lumentum: The Faster-Growing Engine

Lumentum's astir caller 4th makes the bull lawsuit concrete. Q2 FY2026 gross reached $665.5 million, up 66% year-over-year, with non-GAAP EPS of $1.67 beating the $1.4085 statement by 19%. Non-GAAP operating borderline expanded 1,730 ground points year-over-year to 25%. The banal has responded accordingly: Shares are up much than 143% twelvemonth to day and astir 685% implicit the past year.

Two maturation engines are aboriginal successful their ramp. The optical circuit power (OCS) backlog exceeds $400 million, and the institution precocious received an incremental multi-hundred-million-dollar co-packaged optics (CPO) bid deliverable successful the archetypal fractional of calendar 2027. CEO Michael Hurlston captured the guardant picture: "Our guardant guidance calls for implicit 85 percent year-over-year gross growth, yet we are lone astatine the starting enactment for 2 important opportunities: optical circuit switches and co-packaged optics."

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Q3 FY2026 guidance calls for gross of $780 cardinal to $830 cardinal and non-GAAP operating borderline of 30% to 31%. The company's SEC filing confirms these figures straight from management.

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