Jose Najarro Stocks on $LUMN (Oct 28, 2026)
The speaker holds LUMN because he sees it as undervalued and expects it to do very well, with a premium likely for its fast growth. He hopes no acquisition happens so it grows organically; the board won't sell cheap, and any real deal could face customer/regulator pushback over the laser/optics shortage, taking a long time. He does not think it is near a peak.
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I think uh Lumenum is going to do very well. I heard a lot of people say that they're selling into this rumor. Well, it'd be more of a merger, right? I mean, but how much dilution would you if they pay some premium?
There was this would be like 80% 70% dilution of their market cap.
but in in return, you're getting, you know, you're you're you're making a ton of revenue and extremely fast-paced growth. And that's at today's market cap. I think you're going to have to pay a premium. We don't even know a price here.
That's what I'm saying. That's why it takes up most of their current market cap if they pay any of even if they pay 10% premium. Like, it's just weird new. Obviously, it has to be real, I guess, cuz you got a lot of sources reporting it.
Either way, I'm a Lum shareholder and uh they're likely to get a premium for the fast growth that they've been putting up. No, I hope it doesn't go through. I hope I just grow organically.
I mean, I think that the company is undervalued. That's why I'm holding it.
I think it might highlight though how important optics is becoming. This is a major bottleneck. I just think the momentum the momentum board also understands that as well and they're not going to sell for cheap.
Scary part, right, Tanner? It's like are buying it at like a peak or something, right? I don't think it's anywhere near peak, but it's like I think that's what the market is going to be fearing.
And then um regulators, right? I mean, we're having a massive shortage in in lasers and if you're kind of putting all if a company's going to buy it, what's I'm pretty sure customers of Lumenum are going to try to fight and are going to try to push regulators against it.
So, if this is true, it's going to take a long time and I think the regulators are going to be a a massive push back just due to the supply chain um reasoning behind it.
Yeah. Yeah. And that that goes to why I think people are selling into this rumor because they don't think it's real, right? So it's going to dump 10% once it's, you know, Marll isn't actually buying them.