The nice thing about multi-year bottlenecks from:
$HPS.A to $Sandisk(SNDK.US) to $Lumentum(LITE.US) Is that you can sleep a easier despite market volatility like today. Knowing demand will be extreme even 1 year...Even if Trump wants to nuke Bikini Bottom and other companies might be more impacted:-> One has a huge market share over Transformers-> One has huge market share over NAND-> One has huge market share over EML/OCS.And the one thing in common is that they're all likely backlogged on orders into 2028. Signaling near-guaranteed fundamental revenue and likely margin expansion into the next year. It's H1 2026 now.Source: Serenity
The copyright of this article belongs to the original author/organization.
The views expressed herein are solely those of the author and do not reflect the stance of the platform. The content is intended for investment reference purposes only and shall not be considered as investment advice. Please contact us if you have any questions or suggestions regarding the content services provided by the platform.
Post your comment
No Comments