$LUMN · Jose Najarro Stocks · 2026-10-28
说话者持有 LUMN，因为他认为其被低估，并预计它会有非常好的表现，其快速增长还可能带来溢价。他希望不要发生收购，以便公司有机增长；董事会不会低价出售，而任何真正的交易都可能因激光/光学器件短缺而面临客户和监管阻力，耗时很长。他不认为该股已接近顶部。
逐段跳播
我觉得 Lumenum 会表现非常好。我听到很多人说他们在借这个消息出货。那更像是合并，对吧？但我的意思是，如果他们支付一定的溢价，会有多少稀释？这会是相当于他们市值80%、70%的稀释。
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.
但作为回报，你能得到的是，你是在创造巨额收入和极快的增长速度。而且这还是按今天的市值算的。我认为你得支付溢价。我们甚至都还不知道价格。
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.
我就是这个意思。这就是为什么只要他们支付哪怕10%的溢价，这就会占掉他们当前市值的大部分。就是很奇怪。当然，这得是真的，我猜，因为有很多消息源在报道这件事。
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.
不管怎样，我是 Lum 的股东，而且鉴于他们一直展现出的快速增长，他们很可能会获得溢价。不，我希望这笔交易不要达成。我希望它就靠自身有机增长。我的意思是，我认为这家公司被低估了。这就是我持有它的原因。
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.
不过我认为，这可能会凸显出光学技术正变得多么重要。这是一个主要的瓶颈。我只是觉得，这股势头，势头那一边也明白这一点，他们不会便宜卖。
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.
可怕的地方在于，对吧，Tanner？就好像是在接近顶部的时候买入之类的，对吧？我不认为现在接近顶部，但我觉得这正是市场会担心的事情。
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.
然后是监管机构，对吧？我的意思是，我们在激光器上存在严重短缺，如果你把所有的，如果一家公司要收购它，我很确定 Lumenum 的客户会试图反对，并试图推动监管机构反对这笔交易。
所以，如果这是真的，那会花很长时间，而且我认为，由于供应链方面的原因，监管机构会形成巨大的阻力。
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.
对，对。这就说明了为什么我认为人们在借这个消息出货，因为他们不认为这是真的，对吧？所以一旦 Marll 实际上并没有收购他们，股价就会暴跌10%。
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.