Lumentum vs. Sandisk: Which Tech Stock Is the Better Buy in November?

The article compares Lumentum and Sandisk as infrastructure plays in the AI boom. While Sandisk shows explosive growth (175% revenue increase) and trades at a lower valuation (6x forward P/E vs. 40x), the author recommends Lumentum for long-term investors due to its steadier earnings growth, lower pricing risk, and strong demand for optical interconnects as AI models become more complex. Sandisk faces risks from supply-demand cycles and potential margin compression.