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Regulatory tailwinds reducing Chinese competition in critical components can bolster demand for US suppliers like LITE; immediate price upside despite uncertain final rule.
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Regulators plan to block new Chinese optical transceivers from U.S. data centers to curb data theft and disruptions in AI infrastructure. The potential rule may lift sentiment for optical-component suppliers, including Lumentum, which shows a durable long-term uptrend despite near-term consolidation. The stock rose about 10% on the chatter, with MACD turning positive and resistance near $897.
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