It's Tuesday, August 11th. Welcome to Market Foolery. I'm Chris Hill with me today. Freshly

shaven. He looks 10 years younger. It's Jason Moser. Good to see you.

I like the 10. Some said 5. Some said 10. I'm going with the 10. I'm not even I'm not even split in the middle there. Let's say 10.

We have got a lot of money going into ESG investing.

We're going to talk about that.

We're going to dip into the full mailbag.

Let's start though with Lumentum, which is a stock I know you've had on your radar for

a while.

Fourth quarter results were better than expected. That plus

guidance for the new fiscal year was enough to push momentum shares up 4% this morning. This

is an optical networking company and I hasten to add a supplier to a

little company called Apple. Yes you know, among other things.

And I think, you know, it's really been interesting

to watch these tech component companies

over the past few quarters, particularly know during this this pandemic because I mean I

think what they're showing is their resiliency right they are they are very busy right now and a lot of that has to do with

build out of 5G networks and just general advancements in technology, the

Internet of things. I mean we're we're entering a time where things are becoming more connected, more useful, more immersive.

And this certainly plays right into Lamentum's specialty, right? I mean, this is something I think a business is going to be

very relevant in the coming decade as technology continues to evolve and connect and do more things.

And, you know, Lamentum is in the business of optical products,

chips, lasers, things like that.

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