FYI someone pinged me about Lumentum at JPM conference where "they basically sai

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FYI someone pinged me about Lumentum at JPM conference where "they basically sai

· @insane_analyst

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FYI someone pinged me about Lumentum at JPM conference where "they basically said they sold all their lasers to Nvidia". $LITE makes at least 80% gross margin on lasers sold to $NVDA. My most bearish calculation is 81%. Others pay 87% gross margin or higher.

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DateTypeEvent
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