,👍Break your intended investm

,👍Break your intended investment into 3 or 4 smaller portions. Deploy the first portion now to establish a position, and save the remaining cash to buy the stock if it dips.

Lumentum Jumps 14%! Is CPO the Next Memory Trade?

Lumentum surged 13.72%, as exploding demand for high-speed optical interconnects in AI data centers drove a broad rally across optical components, with Coherent (COHR) also hitting a new all-time high. As rack-scale compute deployments like GB200 and Vera Rubin accelerate, optical modules are being repriced as the next AI infrastructure "picks-and-shovels" play after compute and memory. Optical stocks are historically high-volatility cyclicals prone to sharp drawdowns once valuations overshoot. Do you see AI optical interconnects as a structural opportunity — or just the latest round of hype?

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Capypapa
06-04 13:00
Capypapa
agree!

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