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optics

Everything tagged "optics" across research, earnings, and macro.

1 article

Lumentum’s drop doesn’t kill the AI optics thesis — it exposes the next debate

Lumentum’s latest drop looks like a reset in patience, not a collapse in the AI optics story. The real debate is whether investors will keep paying premium multiples before OCS and CPO revenue fully shows up.

Jun 17, 2026·4 MIN

AI Optics Valuation

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