Pep Invest @Pep_Invest · 03 Sep 2026
Evercore ISI: InP optical lane demand is projected to compound at an ~85% CAGR through 2030. Despite scaling EML output 8x since fiscal 2023, Lumentum continues to undership broader market demand by more than 30%. $LITE https://t.co/Cywa5wgf71
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