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Finance & Markets

Not Micron, Not Sandisk. This AI Stock Will Be the Biggest Beneficiary of the Next Infrastructure Bottleneck

Key PointsLumentum's revenue and earnings are growing at an incredible pace, driven by favorable demand-supply dynamics in optical networking.

nasdaq.com ·2026-08-17

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Not Micron, Not Sandisk. This AI Stock Will Be the Biggest Beneficiary of the Next Infrastructure Bottleneck fool.com

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