Substack · The Long View
Lumentum Lost $92.96 and Earned $8.67 a Share in One Year. I’m Testing Five AI Fiber Stocks.
Lumen, Dycom, Amphenol (NYSE: APH), Lumentum and Coherent: the bar each must clear for a deep dive.
Since publication COHR −23.1% α −21.4 pp vs S&P 500 · USD