Lumentum $LITE is the next bottleneck

Today, the bottleneck revolves around Power and Memory. The bottleneck will shift as clusters scale and millions of GPUs need to talk to each other. Lumentum and Coherent are the only real ways to play that shift. It's not cheap and depends on if we can successfully deliver in the first 2 layers of the AI supply chain. But, it's where I see the most upside through 2030 from here. The chart looks absolutely incredible. Anyone who runs real money knows that liquid stocks tend to attract a higher multiple. Theres a reason this thing barely pulled back during the March selloff. Most semi analysts are not ready for whats to come and this is one of the names where Sell side is lagging on their price targets. I love seeing stocks where the price just keeps moving faster than they can adjust their targets up. 400-500B between each of these two stocks provides an excellent risk reward.