Lumentum deal sparks debate: does the sale signal doubts about the AI cycle lasting?
BenBajarin · x · 2026-11-03
Ben Bajarin argues Lumentum (LITE) accepted its acquisition because it sees vertical integration as the new basis of competition in AI infra, while the quoted analyst reads the deal as management having no faith in the AI cycle and expecting a market collapse in two to three years.
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