Back
“Optical components are sold out through 2027 with no relief in sight, and Lumentum's laser demand is running 25–30% above supply, giving it full pricing power as NVIDIA locks in billions in purchase commitments.”
Source
ZephyrX“InP from "very tight" to "tight" in CY27
More C…”span
“Optical Components: Optical Cables and Optical Devices remain severely supply-constrained through the end of 2027, maintaining steady double-digit price increases.”
Performance
Entry$704.80
Current$692.22
Since call-1.78%
Confidence72%
How this was scored
Entry$704.80Jul 8, 2026 · 14:46 UTC · paste.trade
Current$692.22Jul 8, 2026 · 15:41 UTC · Finnhub
Horizonthrough end of 2027parsed as year-2027
Verdict bandWIN ≥ +2% · LOSS ≤ −2%
Prices are point-in-time snapshots from the named provider. The verdict compares the return since entry against the band above.