As Lumentum gears up for earnings, here’s a sign the optical trade is clawing back

The recent strong performance of a photonics-themed ETF on its first trading day signals renewed interest in the optical sector, even outperforming a well-established memory ETF at a similar point in its lifecycle. This suggests a potential resurgence in demand for optical technologies, which could be crucial for companies like Lumentum as they prepare for earnings. The optics market's revival might be tied to increasing demand for advanced communication and data processing technologies, highlighting the sector's growing importance in modern tech ecosystems.