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This quietly dominant stock — plus Nvidia and Broadcom — are Mizuho’s top chip picks

By brkuser_54862

January 9, 2026

4

Lumentum’s stock has quadrupled over the past year, but the optical component company plays into key AI themes that could fuel further gains.

Source: This quietly dominant stock — plus Nvidia and Broadcom — are Mizuho’s top chip picks

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