Research & Invest(@R_and_Invest):I am trying to understand something. I asked a friend who works for POD shop BUT has been a long term investor in PA, can hold - so pod brain with real investing skills. If $LITE peak EPS is $60 & $MU is at $220, why opticals should be 15x vs. 4x for $MU? At the end of the day, without demand from AI ALL stonks are going to see an exodus in business. I am $100B below consensus because there could be overbuild in NAND by 2028 and Dram by 2029. Wouldn’t Lite $COHR $CRDO $ALAB $AAOI not be overbuilding then? AAOI couldn’t do $500M in revs to save their life. Now we are thinking they get to $4B next year or even $500M/month! Like how the F is that not overbuilding?

2026.08.12 02:40

I am trying to understand something. I asked a friend who works for POD shop BUT has been a long term investor in PA, can hold - so pod brain with real investing skills. If $LITE peak EPS is $60 & $MU is at $220, why opticals should be 15x vs. 4x for $MU? At the end of the day, without demand from AI ALL stonks are going to see an exodus in business. I am $100B below consensus because there could be overbuild in NAND by 2028 and Dram by 2029. Wouldn’t Lite $COHR $CRDO $ALAB $AAOI not be overbuilding then? AAOI couldn’t do $500M in revs to save their life. Now we are thinking they get to $4B next year or even $500M/month! Like how the F is that not overbuilding?