Lumentum Optics Sold Out Through Early 2029, Yet Only 44 of 149 AI Stocks Rose Last Week
demian_ai · x · 2026-10-12
Preview of AI Bottlenecks Newsletter issue 20 ('What a shortage is worth'): Lumentum says its optical components are sold out through early 2029, and Samsung expects a record quarterly profit — yet only 44 of the 149 AI stocks tracked rose last week, showing demand holding up better than share prices. The issue examines where shortages turn into cash, what's already priced in, and Google paying for more nuclear output.
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