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Schulz Duggan
@Schulz_Research
AI and chip news as it happens, explained simply. Research on optics and memory from Asia and US filings. Weekly industry explainers. Econ & finance background.
가입 January 2026
82 팔로잉 중    3.1K 팬
$LITE could beat earnings and still disappoint. Guidance midpoints imply 24% revenue growth and 36% higher adjusted operating profit QoQ. Can December's outlook keep estimates rising? Five questions to ask before the print.
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