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Lumentum (LITE) vs. Fabrinet (FN): Which AI Stock is the Better Buy?
Is it too late to buy the "Nvidia of Networking"?
Lumentum (LITE) and Fabrinet (FN) have been on an absolute tear, with Lumentum up nearly 600% in the last year. Today, we break down why the AI data center build-out is shifting toward optical and silicon photonics—and which of these two companies is the better long-term play for your portfolio.
In this video, we cover:
-- The Supply Chain: How Lumentum (the IDM) and Fabrinet (the contract manufacturer) work together.
-- Financial Deep Dive: Why Lumentum’s operating margins are exploding (up 1,700 basis points!).
-- Future Catalysts: The…
The skinny
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