Lumentum: In The Middle Of The AI Boom

Core Insights - The article highlights the investment strategy of Michael Wiggins De Oliveira, emphasizing the importance of simplicity for achieving superior returns, with Deep Value Returns up 174% compared to 58% for the Nasdaq as of January 6, 2026 [1] Investment Strategy - The strategy involves purchasing stocks when the outlook is expected to improve over the next year, minimizing downside risk while positioning for strong performance [1] - The focus is on technology and the Great Energy Transition, including uranium, with a concentrated portfolio of approximately 15 to 20 stocks and an average holding period of 18 months [1] Community and Support - The Investing Group Deep Value Returns offers insights through its concentrated portfolio of Inflection stocks, timely updates on stock picks, and support for both new and experienced investors [1] - The group fosters an active and vibrant community that is easily accessible via chat [1]