Lumentum: Sold Out Until 2029 and One of the Clearest Bottleneck Winners of the AI Boom!

The balance of this AI week is clear to me: Record numbers alone are no longer sufficient. TSMC increased quarterly revenue by 51%, Samsung reported record profits, and yet chip stocks declined because investors doubt the sustainability of the investment boom. I don't see a trend reversal in this but rather a selection process. Companies that occupy real bottlenecks will be rewarded, and one of the largest lies in optical data transmission. AI data centers need light instead of copper to move data faster and more efficiently. Optical companies...