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Missed the rally in optical stocks? Coherent and Lumentum just got more attractive, according to J.P. Morgan.

Missed the rally in optical stocks? Coherent and Lumentum just got more attractive, according to J.P. Morgan.
Key Points

Investors have been worried about the adoption of co-packaged optics, but those fears seem overblown, says an analyst.

Investors have been worried about the adoption of co-packaged optics, but those fears seem overblown, says an analyst.
Lumentum (PERSON) J.P. Morgan (PERSON)
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