-0.0%return · 30D
$1,000 follows their calls into $1,000
VT $1,004
Sep 16Oct 15
- Win rate
- 59%
- Streak
- —
- Best call
- No call read in the last 30 days
Track record building
- Peak #178
- 7 ranked closes
- Longest streak 7
KawzInvests@KawzInvestsCustomers are already trying to secure supply for 2030. That gives $LITE a lot of say on pricing. I still think the Street is behind on how much margins could expand in 2027.
Photon Capital@PhotonCap- $LITE’s CEO said AI optical-component capacity is effectively sold out through early 2029. - He expects roughly 70% of demand for some products to remain unmet through 2027. - Other products could face roughly 30% unmet demand through 2028. > Securing optical-component
