The optical sector has given investors much worry lately as they have experienced a sharp pre earnings cooling with Lumentum dropping 7% in a single day.
Lumentum is expected to report a huge 105% year over year revenue explosion to around USD 988 million.
The recent stock pullback isn't a sign that AI demand is slowing down. If Lumentum beats expectations & raises its 2027 capacity execution guidance, it will trigger a short squeeze across the entire optics sector.
NVIDIA is also invested in Lumentum with a USD 2 billion equity stake. When you buy Lumentum you know that it has the backing of Lao Huang's checkbook.
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- 1PCΒ·08-11TOPNice Sharing π @Aqa @DiAngel @Shyon @JC888 @Barcode @Sherniceθ»ε¬£ 20001Report
- vibzeeΒ·08-11I moved some Nvidia gains into Lumentum already. 988M and 105% YoY is the test here. You really think guidance can squeeze the whole optics group?LikeReport
- zumaΒ·08-12 08:01thx1Report