Yesterday, Lumentum (LITE) reported earnings and jumped 17%+ so far today. Alpha Picks members are benefiting because LITE is in the portfolio and has been one of our standout 2026 names, up 46% since we added it.*

It fits a pattern. The AI-bottleneck stocks that sold off amid volatility are coming back. MaxLinear (MXL), Sandisk (SNDK), and Celestica (CLS) are all showing signs of a post-earnings rebound. The market feared the headlines. The fundamentals held.

That's the idea behind Alpha Picks. Our Quant System grades every stock on the numbers that drive long-term returns and tunes out the noise in between. No panic, no opinions, just data, scored the same way in every market.

Since launch, Alpha Picks has returned 364%, against 104% for the S&P 500.**

The next pick drops Monday. Sign up now to see the full portfolio and get the new pick the moment it's released.

*Lumentum performance is as of August 12, 2026. Lumentum performance since being added to the Alpha Picks portfolio is calculated from March 16, 2026 entry price through August 12, 2026.

**Alpha Picks and S&P 500 performances are calculated from July 1, 2022, to August 11, 2026.

Alpha Picks adds two stocks per month—on the closest business day to the 1st and 15th. Alpha Picks removes stocks based on rating thresholds (i.e., when a rating changes to a "Sell"). Performance is calculated and reported daily using time-weighted returns. For more details on the performance calculation and methodology of Alpha Picks, click here.

Past performance is no guarantee of future results—any investment carries a potential for loss. Alpha Picks does not take account of your objectives or your financial situation and does not offer any personalized investment advice. Any content and tools on the platform are offered for informational purposes only. Any views or opinions expressed may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker, U.S. investment adviser, or investment bank.

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