LITE

Everything Filings Intel has said about LITE across all issues.

• The physical layer cashes in — Vertiv buys ThermoKey, Ciena converts $2.875bn, the optical complex bifurcates Issue 12
  Alongside: VRTCIENCOHR
• Beat-and-fall is now the regime — Ciena +40% and −9%, Palo Alto's FCF held and −5.6% Issue 11
  Alongside: CIENPANWZSCOHR
• The optical melt-up — Huang's copper-vs-optics call repriced the photonics layer Issue 10
  Alongside: COHRGLWMRVLAAOINVDA
• 157% growth and the stock fell — Credo is the counter-tape, and the copper-AEC casualty Issue 10
  Alongside: CRDOCOHR