Calls
2
Michael Hurlston
President and CEO, Lumentum Holdings
Win Rate
100.0%
return
+20.8%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Mar 12
$615.91
+24.3%
"At some point given the bandwidth, given the speed, copper just runs out of juice... We are completely sold out... we're sold out really until the end of 2027. We see no end in sight." As AI clusters scale, traditional copper wiring cannot handle the data transfer speeds required without overheating or failing. This forces a structural hardware transition to optical networking components, guaranteeing years of locked-in revenue for the top suppliers. Long data center optical suppliers. They are the essential "picks and shovels" connecting AI chips, backed by direct investments from Nvidia. Supply chain bottlenecks or a sudden deceleration in hyperscaler capital expenditures could limit their ability to monetize the backlog.
"At some point given the bandwidth, given the speed, copper just runs out of juice... We are completely sold out... we're sold out really until the end of 2027. We see no end in sight." As AI clusters scale, traditional copper wiring cannot handle the data transfer speeds required without overheating or failing. This forces a structural hardware transition to optical networking components, guaranteeing years of locked-in revenue for the top suppliers. Long data center optical suppliers. They are the essential "picks and shovels" connecting AI chips, backed by direct investments from Nvidia. Supply chain bottlenecks or a sudden deceleration in hyperscaler capital expenditures could limit their ability to monetize the backlog.
AI Photonics
Long
Mar 12
$242.60
+17.3%
"At some point given the bandwidth, given the speed, copper just runs out of juice... We are completely sold out... we're sold out really until the end of 2027. We see no end in sight." As AI clusters scale, traditional copper wiring cannot handle the data transfer speeds required without overheating or failing. This forces a structural hardware transition to optical networking components, guaranteeing years of locked-in revenue for the top suppliers. Long data center optical suppliers. They are the essential "picks and shovels" connecting AI chips, backed by direct investments from Nvidia. Supply chain bottlenecks or a sudden deceleration in hyperscaler capital expenditures could limit their ability to monetize the backlog.
"At some point given the bandwidth, given the speed, copper just runs out of juice... We are completely sold out... we're sold out really until the end of 2027. We see no end in sight." As AI clusters scale, traditional copper wiring cannot handle the data transfer speeds required without overheating or failing. This forces a structural hardware transition to optical networking components, guaranteeing years of locked-in revenue for the top suppliers. Long data center optical suppliers. They are the essential "picks and shovels" connecting AI chips, backed by direct investments from Nvidia. Supply chain bottlenecks or a sudden deceleration in hyperscaler capital expenditures could limit their ability to monetize the backlog.
AI Photonics
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Michael Hurlston has 2 trade ideas tracked on Buzzberg across 2 tickers since March 2026. Most covered: LITE, COHR.
