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The $50 Billion Optics Illusion: Why Lumentum's 10x Run is a Siren Song

2026-03-23BearishStrongChange from report: +43.5%1M: +16.2%3M: +13.6%

Lumentum's $50B valuation is inflated by NVIDIA's strategic investment. The deal secures NVIDIA's supply chain, not Lumentum's pricing power. Insiders are selling, signaling the stock's AI optics hype is unsustainable.