@pminvest288 · Long VECO

Extremely Bullish for $VECO MOVCD systems💥📈Demand 💥📈 Need Increase Capacity for Production

Woooow... $LITE CEO went out on Bloomberg today and stated: Lumentum is "effectively sold out through nearly 2029". From our perspective, "Completely Sold Out, there's no end in sight". With demand visibility from hyperscalers that carries them out into 2030, 2031. The

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Since the call—

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High · 0.98Confidence

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