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3 AI Infrastructure Stocks Sold Out Through 2028: Lumentum, Coherent and Broadcom
Ten of sixteen ideas shared on camera over three months delivered double-digit gains, led by a SpaceX call up near 48 percent. This piece examines three AI infrastructure names that look booked out: Lumentum in the optical bottleneck, Coherent betting on integrated photonics, and Broadcom building a custom-accelerator ecosystem.