Lumentum Holdings Inc. (NASDAQ:LITE) caught the attention of Jim Cramer. A caller asked whether to hold or sell after the recent surge. Cramer advised selling half on Monday to play with house’s money and be even happier. LITE produces optical and photonic products supporting cloud data centers, AI infrastructure, and manufacturing sectors. Invesco Small Cap Value Fund noted LITE’s better-than-expected revenue and earnings, with record orders for data communications laser chips in data centers. While LITE has potential, certain AI stocks offer greater upside potential and less downside risk. For an undervalued AI stock benefiting from tariffs and onshoring trend, see the best short-term AI stock.

Read more at Yahoo Finance: “We’ll Play With the House’s Money”