I recall seeing that memory pr

Like
Comment
Favorite

L.Lim
04-13 00:26

I recall seeing that memory producers can produce more, but do not want to because they expect the AI bubble to bust and therefore have an excess glut.
I wonder if optics have that outlook too because you don't want to be caught holding on to too much material when most companies go under and then be unwillingly caught in the dominoes falling.
Honestly do not comprehend how the competition is not thinning out, especially with the fact that profitability is a huge issue that every company is kicking down the road and energy took a big hit.

# Lumentum Target Raised to $950! Optical the Next Big Investment Theme?

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Report

Comment

Top
Latest

No comments yet

Most Discussed

{"i18n":{"language":"en_US"},"data":{"magic":2,"id":553139753615400,"tweetId":"553139753615400","gmtCreate":1776011173513,"gmtModify":1776038551751,"author":{"id":4099302906769020,"idStr":"4099302906769020","authorId":4099302906769020,"authorIdStr":"4099302906769020","name":"L.Lim","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":11,"crmLevelSwitch":0,"currentWearingBadge":{"badgeId":"a83d7582f45846ffbccbce770ce65d84-1","templateUuid":"a83d7582f45846ffbccbce770ce65d84","name":"Real Trader","description":"Completed a transaction","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.29","individualDisplayEnabled":0},"individualDisplayBadges":[],"fanSize":25,"starInvestorFlag":false},"themes":[{"themeId":"52916a18d06d499583c666f553908301","categoryId":"7a15628ce2174325bddc6229505e0d70","name":"Lumentum Target Raised to $950! Optical the Next Big Investment Theme?","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":52916a18d06d499583c666f553908301}&rnconfig={\"headerBarHidden\": true}","description":"At OFC 2026, Lumentum projected the AI optical communications market — spanning pluggable modules, CPO, and OCS — will surge from $18 billion in 2025 to $90 billion by 2030, implying a 40% CAGR. JPMorgan analyst Samik Chatterjee reiterated a Buy rating on $LITE and raised his price target from $565 to $950. Is optical modules shaping up as this year's defining investment theme alongside memory — and will you bet on this frontier sector the way Nvidia did?","image":"https://community-static.tradeup.com/news/ae6e0b5a8c4c259f507a3e3ca95cfbae"}],"images":[],"coverImages":[],"html":"<html><head></head><body>I recall seeing that memory producers can produce more, but do not want to because they expect the AI bubble to bust and therefore have an excess glut.\n<br>\n I wonder if optics have that outlook too because you don't want to be caught holding on to too much material when most companies go under and then be unwillingly caught in the dominoes falling.\n<br>\n Honestly do not comprehend how the competition is not thinning out, especially with the fact that profitability is a huge issue that every company is kicking down the road and energy took a big hit.</body></html>","htmlText":"<html><head></head><body>I recall seeing that memory producers can produce more, but do not want to because they expect the AI bubble to bust and therefore have an excess glut.\n<br>\n I wonder if optics have that outlook too because you don't want to be caught holding on to too much material when most companies go under and then be unwillingly caught in the dominoes falling.\n<br>\n Honestly do not comprehend how the competition is not thinning out, especially with the fact that profitability is a huge issue that every company is kicking down the road and energy took a big hit.</body></html>","text":"I recall seeing that memory producers can produce more, but do not want to because they expect the AI bubble to bust and therefore have an excess glut. I wonder if optics have that outlook too because you don't want to be caught holding on to too much material when most companies go under and then be unwillingly caught in the dominoes falling. Honestly do not comprehend how the competition is not thinning out, especially with the fact that profitability is a huge issue that every company is kicking down the road and energy took a big hit.","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":1,"favoriteSize":0,"link":"https://ttm.financial/post/553139753615400","repostId":0,"isVote":1,"tweetType":1,"viewCount":93,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":447,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"hasMoreComment":false,"orderType":2}