Fabian فابيان(@iamfabian):Lumentum have a really good laser, but being first might not matter in this case. It's always healthy to assume the flip side scenario and not just live in an echo chamber hugging your $LITE shares for dear life and refuting any counter argument. Many experts in the field if you talk to them mention seeing multiple technology options emerge in the future, both for scale up and scale out, without any real conversion to one single technology taking over.

Fabian فابيان

@iamfabian

Fabian, first (ever) of his name. T&M, photonics, data center interconnects, music & endurance sports. NFA. Not investment advice. Not any advice. My own views.

参加 May 2009

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Fabian فابيان@iamfabian

2026.09.17 05:16

Lumentum have a really good laser, but being first might not matter in this case. It's always healthy to assume the flip side scenario and not just live in an echo chamber hugging your $LITE shares for dear life and refuting any counter argument. Many experts in the field if you talk to them mention seeing multiple technology options emerge in the future, both for scale up and scale out, without any real conversion to one single technology taking over.