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michael hurston

T2 · manager / operator

Michael Hurston is the CEO of Lumentum (LITE), an optical components manufacturer. He has served as CEO of three public companies: Finisar (acquired by Coherent), Synaptics, and now Lumentum. He previously spent many years at Broadcom. His father was an electrical engineer who influenced his career path.

4 calls·4 names·50% bull·last heard 13 days ago·Sourcery VC
track record

no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY

top calls

highest conviction · one per company
1sthigh conviction
$LITELumentumposition

Lumentum CEO: Optical data center conversion drives 3x revenue in 5 quarters

The shift from copper to optical interconnects inside AI data centers is a structural conversion that will continue even if new data center builds slow, driving unprecedented volume growth from thousands to hundreds of millions of units.

Sourcery VC2026-07→
2ndmedium conviction
$SPCXSpaceX

SpaceX deploying lasers for space-based internet backbone

SpaceX is building optical laser links for Starlink and future space-based internet infrastructure, creating a new market for space-qualified optical components.

Sourcery VC2026-07→
3rdlow conviction
$SYNASynaptics

Hurston led Synaptics for 5-6 years before joining Lumentum

Synaptics was Hurston's second CEO role, providing semiconductor industry experience that informs his leadership at Lumentum.

Sourcery VC2026-07→

most discussed · click a bar to filter

recurring themes

4 total
$SYNA
···
Synaptics
LOWmichael hurston·Sourcery VC·13 days ago
Hurston led Synaptics for 5-6 years before joining Lumentum
Synaptics was Hurston's second CEO role, providing semiconductor industry experience that informs his leadership at Lumentum.
"Then I was a CEO of a semiconductor company. I'm mostly a semiconductor guy and I was CEO of a company called Synaptics for five or six years."
10:30
$COHR
···
Coherent
LOWmichael hurston·Sourcery VC·13 days ago
Finisar acquisition made Coherent a key competitor and partner in optical
Coherent acquired Finisar (which Hurston previously led) and built its optical engine around it, making Coherent both a major competitor and partner to Lumentum in the data center optics market.
"The first public company I was a CEO of is a company called Finisar that was optical. That's now the heartbeat of one of our biggest competitors but also one of our biggest partne…"
10:30
$SPCX
···
SpaceX
MEDmichael hurston·Sourcery VC·13 days ago
SpaceX deploying lasers for space-based internet backbone
SpaceX is building optical laser links for Starlink and future space-based internet infrastructure, creating a new market for space-qualified optical components.
"Our buddies at SpaceX are trying to do these buildouts. And obviously, lasers are super important for all the same reasons. If you can put a laser in the ocean and transmit across…"
13:12
$LITE
···
Lumentum
HIGHmichael hurston·Sourcery VC·13 days ago· position
Lumentum CEO: Optical data center conversion drives 3x revenue in 5 quarters
The shift from copper to optical interconnects inside AI data centers is a structural conversion that will continue even if new data center builds slow, driving unprecedented volume growth from thousands to hundreds of millions of units.
"We've been there about five quarters now. And in those five quarters, we've tripled our topline revenue. So the stock price has gone up 10 or 12 times... even if you start seeing…"
0:13