Lumentum is rated a strong buy because Wall Street is undervaluing the long-term growth and margin potential of its Indium Phosphide (InP) Electro-absorption Modulated Lasers (EMLs) at the 3.2 terabit node. The company’s shift to a foundry business model, supported by Nvidia’s $2 billion capacity commitment, allows for prepayments and client-funded capital expenditures, which help expand profit margins. Key growth drivers include Scale-Across pump lasers and intra-rack optical circuit switches, while vertical integration in transceivers is expected to further improve margins. Risks include challenges in scaling 6-inch InP wafer yields and increasing internal integration rates for 1.6 terabit transceivers, which could limit revenue and compress margins if not managed well.
Elon Musk's SpaceX is targeting a $1 trillion valuation as it plans to establish a permanent lunar base by 2029-2030, competing with China. The company’s upcoming IPO, led by Goldman Sachs, has sparked debate over its high valuation, which could reac...
Cardano founder Charles Hoskinson praised recent progress as four treasury proposals aimed at improving the Cardano blockchain were approved by the community. These proposals include enhancements like CIP-159 for account addresses, multi-asset treasu...
Geely Auto's Starray EM-i successfully completed a groundbreaking dual-sided extreme crash test at France's UTAC, exceeding Euro NCAP standards. This test simulated severe multi-vehicle collisions by impacting both sides of the vehicle, validating Ge...
Spot Bitcoin ETFs have seen net outflows in nine of the last ten sessions, reflecting growing investor fear and distrust in the crypto market. While this trend is often viewed as bearish, analytics platform Santiment interprets it as a contrarian bul...
Centerspace shares have underperformed U.S. REIT peers in early 2026 due to weak first-quarter results and a broad decline in multifamily property valuations caused by rising interest rates. The company is currently undergoing a strategic review, wit...
