Photonics intensity

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400G Per Lane Optical Links, And Economies Of Scale Make Lumentum Undervalued
Seeking Alpha· 2025-08-26 14:46
Lumentum Holdings Inc. (NASDAQ: LITE ) will most likely benefit from further development and improvements in photonics intensity in addition to the new adoption of 200G/lane optical links and 400G/lane optical linksI started in the investment industry because of my father, and my grandfather, who bought their first shares in the 1960s, and 1970s in the European markets. With academic background in mathematics, and a master in quant economics from Europe, I bring expertise accumulated in several equity resea ...