Lumentum Just Doubled Its Revenue. It Still Can’t Ship Fast Enough.
A 109% revenue surge and Q1 guidance 8% above consensus are the headline. The 30%+ supply gap underneath is the…
August 13, 2026
SMCI Missed Revenue. The Market Didn’t Care.
A 77% EPS beat and up to $72B in FY2027 guidance reset the debate.