Tyler Crowe

And we've always talked about like the gains in efficiency that are going to make it more possible.

Because Lumentum sits in that efficiency gains sort of realm, it seems more likely to do what it's saying versus, I don't know, somebody just kind of throwing together commodity parts together to satisfy some demand.

That seems like one of the more likely places in AI build out that we'll struggle to do as well.

So

So even though I almost am aghast at its current valuation, to your guys' points of it might being worth it, these are the sort of particularities of an investment thesis that would make it more worth it to look at growth versus being scared away by, we could say, high stock prices.

Well, that's a lot about AI, kind of two similar stories with Lumentum Cisco.

And now for our next segment, we're going to do something completely different and just go away from AI as much as possible after the break.

Quick reminder, as always, if you want to get your questions in, email us at podcasts at fool.com.

That's podcasts at fool.com.

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What do we think about a stock?

Because we can't give you one-on-one advice.

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So just keep those three things in mind.

We'd love to get as many questions as you can.

Today's question comes in from Tyler Grossman.

And his question is, I know everyone has a big AI kick right now as the boom keeps going.