00:00LITLITELONG

“Lasers from the merchant suppliers, Lumentum, Coherent, even Broadcom and Sumitomo, are effectively booked out … without a laser you cannot build a transceiver.”

Structural EML laser shortage hands merchant suppliers sold-out books and pricing power, re-rating Lumentum.

LITLITELONG@ $915.72

$722.98-21.05%

since call Jun 13

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