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P Equity Research 📰
@pequityresearch
Research 📃 & News đŸ—žī¸ | Semis & Tech | Research/Expert Calls: | Groupchat/Expert Calls:
Joined April 2023
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Lumentum is currently negotiating LTAs for laser supply for CY28 and CY29 and still sees potential jumps in pricing. $LITE