$Lumentum(LITE)$ Nobody wants to believe the data center buildout is still going. But it is, and it will keep running for years. Being short-sighted and pessimistic here is a mistake. Every company involved in the buildout is reporting insatiable demand with no end in sight. It's an easy investment thesis.
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.
