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MOD · Modine Manufacturing CompanyModine Manufacturing Company

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🔬 Google's TPU v7 Ironwood supply chain analysis highlights key beneficiaries, with Lumentum as primary beneficiary due to OCS optical switching

high convictionFirst mentioned Dec 1, 2025

Google's TPU v7 Ironwood supply chain analysis highlights key beneficiaries, with Lumentum as primary beneficiary due to OCS optical switching. Initiating a position in LITE on expected scaling of TPU v7 clusters.

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$270.70
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entry Dec 1, 2025
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openedDec 1, 2025

Google's TPU v7 Ironwood supply chain analysis highlights key beneficiaries, with Lumentum as primary beneficiary due to OCS optical switching. Initiating a position in LITE on expected scaling of TPU v7 clusters.

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dormantMay 29, 2026

No qualifying thesis event for 45+ days.