Schulz Duggan(@Schulz_Research):$LITE $COHR $AAOI Same AI demand, very different margins: 42.3% at Lumentum, 23.2% at Coherent, 2.7% at AAOI. A year ago the gap was 27 points. Now it's 40. Who holds the scarce parts, and who is paying for the next round of capacity?

Schulz Duggan

@Schulz_Research

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Schulz Duggan@Schulz_Research

2026.11.06 01:43

$LITE $COHR $AAOI Same AI demand, very different margins: 42.3% at Lumentum, 23.2% at Coherent, 2.7% at AAOI. A year ago the gap was 27 points. Now it's 40. Who holds the scarce parts, and who is paying for the next round of capacity?