@kawzinvests · Long LITE

Customers 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

Read asLong LITE

Since the call—

unrankedThe analyst's rank today

High · 0.93Confidence

Sat, Oct 10Tweeted

Mon, Oct 12 closeCounted from

8% of the basket · day 5fades out by Nov 21

Rank per close

#330

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