EE. UU. · 3 entradas · 3 publicaciones
Lumentum Holdings Inc.
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Regístrate gratisSubstack · G2AI
Wiwynn doubled, Taiwan's laser chain doubled, Lumentum is sold out to 2029 and Oracle is trucking in gas. The scarce parts of the AI build-out are getting scarcer.
Substack · Outlier Capital
The market is pricing Credo ($CRDO) as a one-product AEC story that just failed a perfection test. I am pricing it as the reliability layer that sits between every GPU and every cluster.
Substack · I/O Fund · Beth Kindig
The stock market in 2025 was a high-stakes tug-of-war between geopolitical tensions and the AI trade. Headlines were dominated by the DeepSeek fears, trade wars, tariffs, and persistent whispers of the AI bubble…
Substack · Newsletter Javier Morodo · Javier Morodo
Una tesis sobre $LITE: la tecnología disruptiva, el evento y la asimetría.
Desde publicación −2,0 % α −1,8 p. p. vs S&P 500 · USD
Substack · The Long View
Lumen, Dycom, Amphenol (NYSE: APH), Lumentum and Coherent: the bar each must clear for a deep dive.
Desde publicación LITE −17,8 % α −16,1 p. p. vs S&P 500 · USD
Substack · Outlier Capital
The market is pricing Lumentum as a finished AI-optics winner that already got expensive. I am pricing it as the scarce laser layer Nvidia paid $2 billion to lock.
Desde publicación LITE −11,0 % α −12,7 p. p. vs S&P 500 · USD
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