Why Leopold Aschenbrenner is betting big on these 6 stocks ?? :
1. $LITE (Lumentum)
Core product: EML lasers, OCS (Optical Circuit Switches), CPO lasers
$LITE Thesis: order book is SOLD OUT through 2028
→ $2B Nvidia investment + purchasing deal
→ OCS backlog >$400M, 150%
From X
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