From an industry perspective, $Lumentum(LITE.US) is actually quite interesting. It is now essentially a key link in the AI infrastructure chain. After the upgrade in AI computing power, the demand for communication bandwidth between servers has skyrocketed, so many data centers have started using higher-end optical interconnect solutions, such as optical switching and co-packaged optics. Lumentum happens to be one of the core suppliers of lasers and photonic devices. The company's recent financial report is also strong, with revenue growing over 60% year-on-year, and EPS significantly exceeding expectations, indicating that demand is indeed exploding. Now NVIDIA has even directly invested in it, showing that the AI hardware ecosystem is undergoing vertical integration. In the long run, this company is more like the role of "selling shovels in the AI gold rush."