The user expresses a bullish sentiment toward Lumentum and the photonics sector following news that NVDA will change its revenue reporting structure. NVDA is shifting from a "Compute and Networking" split to a "Data Centers and Edge Computing" split, with the provided data showing 2027 Q1 revenue estimates of $81.6 billion. The change in reporting suggests a strategic pivot that may benefit companies involved in optical networking and photonics infrastructure.