Lumentum Holdings Inc. (NASDAQ: LITE) has become one of 2025’s most explosive AI infrastructure plays. After a series of blowout earnings, aggressive analyst upgrades and a torrent of AI-related enthusiasm, the stock closed Friday, November 28, at $325.16, near its all‑time high and more than seven times its 52‑week low of $45.65.Investing.com+1 Today’s headlines sharpen a growing tension in the Lumentum story: big money is still buying, but so are valuation red flags. Simply Wall St now pegs the stock as meaningfully overvalued versus its fair value models, while MarketBeat reports that institutional ownership has climbed above 90% even as

CleanSpark, Inc. (NASDAQ: CLSK) has spent November behaving less like a sleepy infrastructure stock and more like a leveraged crypto options trade. After a brutal sell-off triggered by a $1.15 billion zero‑coupon convertible notes deal, the U.S. bitcoin miner‑turned‑AI‑infrastructure hopeful has bounced back with record fiscal 2025 results, aggressive share buybacks, and a flurry of bullish analyst notes. As of November 30, 2025, the stock trades around $15.10, up more than 50% over the past week, even though it’s still down sharply from its 52‑week high above $23.TradingView+1 Here’s how the latest news, numbers and narratives around CleanSpark stack up