Lumentum makes lasers, fiber optics, and some other stuff. It has a wild history. During the peak of the telecom bubble, this company - with less than $2 billion in revenue - was worth more than GM and Ford combined. After it all came crashing down, the company languished in obscurity for over a decade. But now, thanks to the massive AI data center boom, it is SO back. In today’s video, the glorious rebirth of a fiber optic high-flyer. And why. I want to thank Irrational, author of the Irrational Analysis newsletter, for inspiring me to do this video and working with me on the AI and laser section.
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