Reddit Posts
Is silicon photonics actually becoming the next AI bottleneck?
NVDA Confirms the Memory Bottleneck, PCE Stays Mechanically Hot & Positioning Turns Bullish Into Jackson Hole
Pre-Market Gainers and Losers for Today (August 24, 2026) 📈 📉
AAOI is a great business, trading at a price that is beyond reality. Waiting for a short but not just yet.
Pre-Market Gainers and Losers for Today (August 13, 2026) 📈 📉
Earnings week watchlist, these are the ones I'm eyeing next week
Why did Coherent (COHR) surge ~12% today? A proposed China optics ban, decoded
Would you take profits after these gains on COHR? I still believe this stock is the future and will double from here in 2 months...
Pre-Market Gainers and Losers for Today (August 4, 2026) 📈 📉
US drafting ban on Chinese data center devices - COHR, LITE & AAOI is flying.
Trump administration drafting ban on Chinese data center devices, sources say
A month of selling has created an oversold setup for COHR.
NVIDIA just put $2B into a single optical supplier ($LITE). The AI trade is rotating to the networking layer.
NVIDIA Q1 Revenue and EPS Beat Expectations Gross Margin Hits 75%, Data Center Revenue Reaches All Time High
Coherent ($COHR) DD – One of the Most Overlooked AI Infrastructure Plays?
Coherent ($COHR) DD – One of the Most Overlooked AI Infrastructure Plays?
GOOGL earnings April 29: TPU launch and ad recovery point to breakout, or is it already priced in?
Optical communications — the most overlooked AI trade right now?
Is Photonics just getting started? $LITE and $COHR
Why is Coherent $COHR holding up so well today?
TSEM — The TSMC of AI Photonics. 5-10x potential
TSEM — The TSMC of AI Photonics. 5-10x potential
TSEM — The TSMC of AI Photonics. 5-10x potential
My thoughts - AMS-osram for a EU Photonic play and great industrial execution track record
+$12.8k in 2 hours trading shares only. SNDK WDC MU STX LITE COHR
Nvidia to provide 1 gigawat of AI chips, make 'significant investment' in OpenAI rival Thinking Machines Labs
Changes to the S&P 100, S&P 500, S&P MidCap 400, and S&P SmallCap 600 indices are out.
$LITE, $COHR, and $VRT added to S&P 500
Why Co-Packaged Optics and Linear Drive Optics will be the next AI bottleneck
Which of these 10 stocks do you think has the most potential? I'd love to hear your suggestions...
The Entire AI Buildout (Google, NVDA, MSFT) Is dependent on this $700m Monopoly - $15 -> $150 PT.
Optical Tech Performance - Nov 29 #LITE #CRDO #COHR
Lumentum $LITEs it up: 200G Lasers, Key Supplier of NVIDIA Optics, and the Exploding Demand for Optical Networking
Pre-Market Gainers and Losers for Today (August 14, 2025) 📈 📉
Yesterday CAVA, today COHR. I'm a total regard
I’m building a food web of future infrastructure: defense tech, quantum compute, nuclear power, secure comms, and rare earths.
I’m building a food web of future infrastructure: defense tech, quantum compute, nuclear power, secure comms, and rare earths.
Over the past 10 years, annual CEO pay increases have averaged 8.7%, while total annual returns to shareholders have averaged 10.9%
Big Short’ Michael Burry Pours Money Into These 2 Stocks — Here’s Why They May Be Worth Buying
$IIVI - awesome company with best in class technology, great earnings, and there is a 15% short position against it.
Mentions
Bought $10,000 of COHR close to ATH. Still have faith that it’ll come back.
After a couple earnings seasons under our belt with AI being at the forefront. People are starting to realize that this is real, and it's creating vast amounts of wealth for many companies. The next leg up is coming, there is no more denying that AI is here to stay, and it's making a FUCK TON OF MONEY for everybody involved.....NVDA, AVGO, SNDK, MU, COHR, CRWV, SMCI, I COULD DO THIS ALL DAY......stocks are going to reprice over the next couple quarters....as in PAMP IT!!!
I hope it pumps my COHR bag
Haha I definitely am one of those, had it around $240 ish. I bought quite a lot to bring it down to around $200. Asian session is looking rough, again, thanks to the triple tailwind of DXY/US10Y/oil futures refusing to soar up haha. Just brutal for high beta tech stocks. LITE & COHR are another two I own that I feel are relevant for a major bottleneck in the semi sector but they’re not being given a chance to breathe when US10Y is at literally 4.8%+ 😅
i think CPO was a big trend behind of year. Traded some COHR, LITE, AXTI, AAOI but the entire aim sphere is getting dragging. Waiting for better entry
I hold a little COHR, also had LTE but feel like it's v expensive and there'll be better opportunities. I prefer micro caps for now with great potential upside but obviously higher risk. POET has been great to me, 3x and already got back my initial investment. Also really like SIVE at these prices, both more likely to take off in/after 2027 than any time soon. Adjacent plays that are safer with a broad product and established customer base are TER Teradyne and Celestica CLS for providing the networking, testing, switches etc.
Too much story telling, once $NVDA CEO told $MRVL will be $1 Trillion, it pumped all optical components like $COHR $LITE $AAOI $GLW etc with many semi in $SMH $QQQ See today $MRVL earnings. Do you feel it’s $1 Trillion earnings hope? Story telling & financials media pump going everywhere.
Surprised things like COHR aren’t up more. The Nvidia report is so bullish photonics and networking
The fuck is wrong with COHR?!
The trade ends in euphoria, like every insane bull market. It’s already happened to most semis. They are dumping it on retail. In $LAZR ETF it’s supposed to be photonics but the 2nd holding there is a weird Anthropic Special Purpose Vehicle (SPV) that is at a weight of 10%. No footnote or anything explaining why 10% of my money is gone when you could have to struck to the strategy of buy $LITE $COHR $GLW among others AND NO AAOI BC THE SAME SCAM CEO IS STILL THERE AND HE IS RUNNING IT BACK. Oh, and all those Chinese supply companies that also contribute their own products and are undervalued . Hey, even $VZ and $T since they need someone to do the buildout. $VZ is doing it for $GOOG.
It’s all going to be moot anyway. We will be using photonic chips shrunk already 10,000x for training & inference for AI. One optical processing unit (OPU) from Neurophos (8 chips) is equal to a 3,000 lb server GPU rack while drawing 100x less power. Light doesn’t generate heat nor does it require the enormous amount of power that transistors do. We are the wall of what is possible with shrinking transistors on silicon. We are stacking them, AMD did chiplets when single chips no longer could keep up and NVDA is investing very heavily into $LITE, $GLW and $COHR bc they know if they surround their shitty power hungry GPUs with photonic components it’ll make it appear like they are making efficiency gains. The only moat is CUDA & Q.ANT (German startup) already has proven in real life AI datacenters that they can work beside GPUs and pull 30x less power while doing certain tasks like inference 50x faster. NVIDIA knows this but I would be investing in all things optical unless NVIDIA has a few tricks up their sleeve. Buy INTC, LITE, COHR and GLW to name a few NOT AAOI. The ETF EUV has a nice balance but I would wait for the 3rd week in September when the great ETF, hedge fund, index fund rebalancing occurs & all those chip stocks get kicked to lower concentrations. Especially considering the money in momentum funds currently like SPMO.
Anyone else taking the plunge into $COHR today?
NVDA partnerships will prolly pump this week, more than NVDA anyway :kek: Things like LITE, COHR, AMKR, memory :hmmm:
if you look at NBIS under the hood it's really not as good as its ATH suggests. I like COHR or LITE much more as actual high growth AI plays
If you're new around here just be aware that if NVDA has really good earnings and solid forward guidance, it will drop for no reason, but everything adjacent to it (LITE, COHR, INTC, MU, etc) will pump
put on COHR, LITE , MU, SNDK, INTC? which one
my anoos is getting gaped at open thanks to my COHR calls. I was hoping for a photonics pump in connection to good nvda earnings, but everything just decided to die of death over the weekend.
Oh shit what happened to AAOI? I hope my COHR bag will be unaffected by Monday
why is COHR getting obliterated on awesome earnings?
The CEO is a buddy of 🥭. COHR will get a giant bump at some point.
COHR, LITE, BE, AMD, AVGO, VRT, MU, SNDK to name but a few
AAOI is green as well. As always, fuck COHR
For some reason LITE is green in the sea of red. But not COHR
dude, i understand. that sucks...if its any consolation, i am -45K on a huge COHR position, which is why i been doing all this other trading on the side to offset that massive paper loss...i am chipping away at it. but yes, i got COHR at 357.55, and its down in the 280s now! its fucked. but wins like today offset it. hang in there my man, there will be more trades. reset your mind, you be aight.
Damn my COHR getting obliterated
Anyone playing China optical parts ban? BULLISH COHR, LITE, AAOI FABN
Any jan 27 calls stand out as a screaming buy I finally have some money coinciding with a dip. looking META, CLS, COHR, AMD, AVGO right now.
High speed all going fiber and optical Switch, no more copper That’s LITE, COHR, MRVL , AAOI
Aye man shoutout to that fool that said COHR was going to die after touching 360
COHR is absolutely wild, from +10% to -10% every day
**BanBet Lost** — /u/Cold-Income619 (0W - 2L, 0%) | Ticker | Entry → Target | Move | Time | Result | |:---:|:---:|:---:|:---:|:---:| | **COHR** ▲ | $383.00 → $420.00 | +9.7% | 5d | Lost |
Looks like I made a mistake selling my AAOI for COHR
I impulsively bought a 1DTE for COHR 340c. Not sure why but hopefully it ends up being worth something
If COHR hits 250 tomorrow, I will be super rich
COHR has been my biggest L, generational dump
My dumbass bought AAOX today without realizing there was COHR earnings
what’s the chances COHR & AMAT up 30% tomorrow
If you saw what happened to COHR, AMAT was a bad play. Company sets record quarters and is upgraded to a Strong Buy and goes down
AMAT, COHR, and LITE all fell off a dang cliff
when is COHR next investor day? I saw what sandisk did today on its investor day lol
absolute crime what they did to COHR today on stellar earnings. Saw the interview last night too with the CEO. Legit company.
$CSCO $CBRS $SNDK, $COHR, $LITE. Algo scam pump dump, liquidity drying big time $NVDA media appearance may not help when liquidity drying, cash flow negative, more debt load hitting ceiling of spending
Fun_Presentation, what is $COHR? - that Kohler toilets?
I would hold. Like with COHR, I think the price jump has already been baked in, with it being up 5% over 5 days. If it even remotely lowers expectations, it could send it down
I've very much enjoyed reading you here, but I fear for your COHR position now!
Is COHR the move? Price always goes down on earnings and then goes up next day
Cuz i full ported on COHR
Curious why LITE and AAOI ran but COHR getting steamrolled.
New here, but I felt that way this week about ASML. Every thing is coherent to go big up, INTC & COHR too. From an economics standpoint, it makes sense. We were seeing it earlier this week with ASML until an article came out suggesting otherwise. I can't believe how much that article worked. Closed that day low, with next day premarket increase at half the rate. Increase continues but slower now. With INTC & COHR gaining traction now, why not equally go back to ASML? I guess most people are just followers? I ask that genuinely. Doesn't that get exhausting? Wealth concentration with 1 article? You all just believe it?
When does COHR go back up
Hmmmm COHR dropped a little but now sideways, feeling like it may go up tomorrow.
I'd say the same logic applies to COHR. It was down to \~$223 just 2 weeks ago. That's a 60%ish jump in 2 weeks. Even if we consider the price from yesterday to now (AH), COHR is still up a little. They would need a solid beat on estimates to pump AH. Down 3% isn't too bad at all.
Coherent saying they are booked through ‘27 $COHR
Unfortunately, not talking about $CBRS. Moreso $COHR and $CSCO
this shit is so fake lol buy the ufck out of COHR and CSCO
COHR crushed earnings - it has no business being down - it will moon tomorrow. As far as CBRS the sell off is an overreaction. Only AMD, NVDA and CBRS specialize in AI inference. CBRS will reverse quickly.
COHR will be green by morning, people panic sold during the CBRS sell-off
ok COHR is actually amazing WTF this sounds like the ideal place to park
COHR is going to talk about demand, blah blah blah, won't stop the stock from going down.
Can someone please help me understand why the fuck COHR and CSCO are being slaughtered?????????
why are they killing CSCO and COHR makes no sense
why are they killing CSCO and COHR makes no sense
Why did $COHR and $CSCO even dump? 🥀
Need to see COHR dump at least 10 percent for the WDC and SNDK post earnings dump to make sense. LITE was supposed to dump, but a pump was already scheduled today, so up LITE went.
COHR earnings is now ?
COHR can kiss my ass
are we getting COHR earnings ?
Why COHR and CSCO why why why the fuck are they down!!!
**Coherent (NYSE: COHR)** reported fourth quarter fiscal 2026 revenue of **$2.05 billion**, up **33.8% year over year**, with GAAP gross margin of **38.5%** and GAAP diluted EPS of **$1.19**. Non-GAAP gross margin was **40.2%** and non-GAAP EPS **$1.74**. For full year fiscal 2026, revenue was **$7.12 billion**, up **22.5%** from 2025. GAAP operating income rose to **$898 million** with a **12.6%**operating margin, and GAAP diluted EPS improved to **$4.12** from a **$0.52** loss. Non-GAAP operating margin reached **20.5%** and non-GAAP EPS was **$5.61**. Cash and cash equivalents increased to **$1.16 billion**, and total assets reached **$18.3 billion**. For first quarter fiscal 2027, Coherent expects revenue between **$2.2–$2.4 billion**, non-GAAP gross margin of **39.5–41.5%**, non-GAAP operating expenses of **$400–$420 million**, a non-GAAP tax rate of **18–20%**, and non-GAAP EPS of **$1.85–$2.05**. “Fiscal 2026 was an outstanding year for Coherent, with record revenue, significant margin expansion, and non-GAAP EPS growth that was more than twice the rate of revenue growth” said Jim Anderson, CEO. “We enter fiscal 2027 with exceptional customer demand, expanding production capacity, and multiple new growth platforms beginning to ramp. As AI datacenter architectures increasingly transition from copper to optical connectivity, we believe Coherent’s broad photonic technology portfolio and manufacturing scale uniquely position us to deliver accelerating growth and capitalize on this multi-year opportunity.”
No position but doubt that COHR will pop
Cisco calls 130 strike or COHR 2 weeks out 400 call 🫠
COHR earnings is priced in
Closed today as these calls printed: CRWV • LITE • NBIS • QNT Opened Today Aug 12 - Calls: NAVN • COHR • CBRS • YETI - Puts: AOSL Disclaimer: This not investment advice, it's not a head of lice, and last time I checked, it's not a box of mice.
12% CBRS pump before earnings…too pussy to grab calls now. INFQ should be interesting. Also debating COHR but that’s ripped today too.
Anyone playing CSCO or COHR
The spread on COHR options is abysmal
Who's buying COHR today?
LITE and COHR rallied back but NOK and others in optics space are still suppressed. My thought is the catalyst is a lifting of all boats type thing.
Do you know why they fell yesterday? Curious if LITE or COHR is the better buy
LITERALLY and COHR a little too high for me. Wondering about if NOK could get boost for being “value”
All the optics that "tanked" yesterday are sitting on pretty good support, bullish launch ready if $LITE and $COHR earnings matches what the other optics have been doing
COHR—are people who bought dip going to get killed by earnings?
COHR tanked, time to buy the dip and dump before earning wed
*COHR investor who sold at $220*