Coherent (Derivatives) (COHR)

Once the physical chips are created, thousands of them need to be connected together at the speed of light.

And $COHR, $LITE and $APH provide the entire connection infrastructure for the AI economy.

The earnings report of $COHR will be released the night after tomorrow.

Currently its profit is 2.5 times that of LITE, and its market cap is similar to LITE.

It has its own full‑stack advantages, but is slightly hindered by legacy industry — on the other hand, if explosive AI growth encounters problems, it becomes a buffer.

Being able to attack when advancing and defend when retreating is something I still like.

The Goldman Sachs data cited inside is important; the surge in demand for optical interconnects represents a structural change even tougher than HBM storage. https://t.co/ozF6kawznM