Nvidia is mentioned as a strategic investor in Lumentum and a customer for their light engine technology.
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The creator analyzes Lumentum Holdings, highlighting its role in AI infrastructure and recent financial gro...
Alice CeeNew
The creator analyzes Lumentum Holdings, highlighting its role in AI infrastructure and recent financial growth, but expresses significant concern over its current high valuation and optimistic management guidance.
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The creator warns that Lumentum's valuation is excessively high and that any earnings miss could significantly hurt the stock price.
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