🔍【David Splitting Companies · Episode 11】Lumentum

NVIDIA put in $2 billion to take an equity stake in a company that had been operating at losses for three straight years—on the same day, it also invested $2 billion in its rival.
AI data center data is carried by light; the source of that light is tightly controlled by a small handful of players like it. In its latest quarterly report, a customer whose name wasn’t listed accounts for 26% of its single-quarter revenue. Holding a choke point doesn’t mean you can collect tolls from passing traffic.
Who makes money after you “split” it in 9 minutes—where are its weak points, and who can bring it down ⬇️
Lumentum · US stocks LITE
#AI #optical modules #激光芯片 #Lumentum $LITE
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