Woooow... $LITE CEO went out on Bloomberg today and stated: Lumentum is "effectively sold out through nearly 2029". From our perspective, "Completely ...
Twitter @Serenity
Woooow... $LITE CEO went out on Bloomberg today and stated: Lumentum is "effectively sold out through nearly 2029". From our perspective, "Completely ...
Serenity: Can someone explain how media headlines about OpenAI’s ~$50B ARR…
(vs. ~$70B from incorrect accounting comparisons with Anthropic)
Somehow ends a 3-5 year laser shortage with $AAOI or memory shortage with $MU?
Hint: it doesn’t.
(vs. ~$70B from incorrect accounting comparisons with Anthropic)
Somehow ends a 3-5 year laser shortage with $AAOI or memory shortage with $MU?
Hint: it doesn’t.