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As AI makes knowledge cheap, insight becomes valuable. The Jevons paradox suggests second-order demand for AI infrastructure is underestimated. Lumentum emerges as the strongest play among companies positioned to capture that upside.
As AI makes knowledge cheap, insight becomes valuable. The Jevons paradox suggests second-order demand for AI infrastructure is underestimated. Lumentum emerges as the strongest play among companies positioned to capture that upside.
When knowledge is cheap, insight is everything. I read this long-form X article and I'm like, man, this was actually a really thought-provoking piece on when knowledge is cheap, insight is everything. I'm going to tie it back into AI and more so AI bottlenecks and also investing as well. I'm working with it. I'm like, okay, well, it's thinking with me. It's like if the Jevons paradox read is true, the market is probably underestimating second-order AI infra demand. So I'm looking for it to kind of validate or maybe invalidate the way I'm thinking, for it to kind of spar with me. And so I'm like, okay, well, which names are the strongest here? Well, Lumentum is the strongest of the 3. The power is all in my hands. There's just so much I can do with this, I feel like the sky's the limit, right?
