Im not sure but it seems that

Im not sure but it seems that the kings horses shoes fell off or didn't have a professional but a back yard metal smith with very low IQ should always get ones with a heart that aim true....

Lumentum Drop, POET Secures $400M: Optical Disruption Comes?

Lumentum plunged 8.83% today, as competitor POET Technologies announced a $400M strategic funding round, triggering a repricing of competitive dynamics in the photonic interconnect space. Despite Tiger Global initiating a position in Q1, broad de-risking across AI infrastructure names ahead of NVIDIA's earnings is hitting high-valuation stocks hardest. Whether POET's fresh capital translates into a real challenge to LITE's market share in AI data center photonic solutions. Can Lumentum defend its moat in the AI infrastructure photonics race?

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