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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.
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Why COHR pump? I thought earnings tomorrow?
stuff i own VRT, GEV, COHR, WDC, ANET, MU and I own the etf SOXX
Ty and yes for sure. Can't hindsight too much. It is kinda crazy how Sandisk blew up 10x within 1 year and we're seeing other memory players hit new record highs. This may be the year for memory as least year were chips. Also look into photonics like POET, LITE, COHR. I think we will see that market pick up as well alongside memory.
Some of the names have been wild. Crazy to see like TER go from 70 to 220. One thing that is really great about COHR is the CEO. Jim Anderson is really great and did a great job of turning around lattice semi.
I’m tempted to sell $COHR here. This run up has been quite insane
its not over for sure, but look at AXTI, LITE, and COHR
Thank you so much for sharing. FYI...Some of the stocks I shared above no longer exist since it was a really old list. IIVI merged with COHR. INFN is now IFNNY.
I have a small basket of stocks, that are less than 1% of my portfolio--COHR, IONQ, QBTS, QUBT, RGTI--and IONQ has been the best performer, with a couple of disappointments, but overall I am happy with how this has performed over the past 3 years I have a smaller basket of drone stocks which has done poorly over the last year I have a larger basket of AI stocks which has done even better than the quantum basket, over the past 4 years I am looking for other emerging industry ideas, would love to hear what other people are thinking
What's going on with LITE, AAOI, COHR
all the data center buildout stocks are struggling. VRT, GEV, COHR etc
LEU and COHR are one of my best performers of last year. I'm very confident in those names.
Top 10 Stocks for 2026 (Steven Cress, Seeking Alpha Quant List) Cress selected the following tickers as his highest-conviction Quant-rated picks for 2026: � Seeking Alpha Celestica (CLS) � Seeking Alpha Micron Technology (MU) � Seeking Alpha Advanced Micro Devices (AMD) � Seeking Alpha Ciena (CIEN) � Seeking Alpha Coherent Corp. (COHR) � Seeking Alpha Allstate Corp (ALL) � Seeking Alpha Incyte (INCY) � Seeking Alpha Barnes Group (B) � Seeking Alpha Willdan Group (WLDN) � Seeking Alpha Allegheny Technologies (ATI) �
For COHR (and related names), there seems to be some news on X about new Google products reducing OCS usage. But probably need to wait for more news
Wonder if it's just some normal rotation, some of those names have been on pretty solid runs. 100% over 6ms for like COHR for example.
If demand > supply by multiple factors before any ASIC program started to ramp, then that's the definition of a bottleneck. \- Moomoo Research: InP market is in a state of "global scramble" and "serious supply shortage" NVIDIA GB200 rollout (scale-out still requires tons of InP, not NVL72 within-the-rack comm). \- Demand for high-speed transceivers today probably exceeds the supply by almost a factor of two (LightCounting) \- Seeing record booking, but explicitly "supply-constrained by InP lasers" ( COHR CEO Q3 ER) \- McKinsey: 40% to 60% shortfall for 800G modules and a 30% to 40% shortfall for 1.6T modules. Btw Microsoft alone would take up double digits of substrate output and they haven't even started yet.
POET, AVGO, AAOI, LITE, COHR, and any US photonics company are one level higher where they all depend on InP substrates or Indium Phosphide to make their optical components. Basically AXTI is the lowest level of the entire supply chain.
"Not Bottlenecked" lol \- Moomoo Research: InP market is in a state of "global scramble" and "serious supply shortage" NVIDIA GB200 rollout (scale-out still requires tons of InP, not NVL72 within-the-rack comm). \- Demand for high-speed transceivers today probably exceeds the supply by almost a factor of two (LightCounting) \- Seeing record booking, but explicitly "supply-constrained by InP lasers" ( [$COHR](https://x.com/search?q=%24COHR&src=cashtag_click) CEO Q3 ER) \- McKinsey: 40% to 60% shortfall for 800G modules and a 30% to 40% shortfall for 1.6T modules.
RYCEY, COHR, fuway, FJIKY
COHR - It will either gain 100% or lose 50%
Lumentun, Ciena, COHR, MRVL all great picks but POET has the most upside potential https://preview.redd.it/4a7f2c8a228g1.png?width=1178&format=png&auto=webp&s=5f124e76bad24b19eb8093a6cf66662e73b60866
everything you're saying is nonsense. if you went deeper OTM I would be even more skeptical. Yes buying any amount of shares instead of derivatives that expire show conviction in a company. Not saying that you can't do a mix of both. but 0 shares is really telling. "exposure to volatility", yeah good luck with that. anybody that bought LITE & COHR are laughing at you.
Last chance to get COHR under 200
COHR is another one in that sector that has done well.
Haha, I put 100 bucks on POET. Fortunatey I put a lot more on COHR.
Right now I’m looking into photonic circuits which w are going to need for AI. These circuits use photons instead of electrons to process this makes it cheaper and more efficient etc. Companies like ALMU POET LWLG All good go 10x at least Then You have the giants like LITE COHR BROADCOM That’s where my heads at now. NFA
COHR as well. Just data center capex beneficiaries
When will you all learn to listen to me about $COHR
Not sure how much longer I can hold COHR here lol, its been so strong but that chart is literally an exponential now
Data center infrastructure that actually have good earnings are having a massive day, COHR, WDC, VRT, GEV
\> he's all doom and gloom Nope. He bets long, too. For example, he took a bet on COHR, sold after a bump. He missed a bigger rise later, but he bet long and won.
Sometimes it’s something as simple as having a good track record. For example, COHR got Jim Anderson recently as a CEO. He is helping turn around the company like he did with Lattice. For screening, I like companies that are able to manage debt and offer high ROIC. Usually those two things combine for good companies being ran well.
I missed the boat on nuclear. More generation is one side of the coin, while jncreasing efficiency is the other. Ive made out pretty well on Coherent (COHR), which is a silcon photonics stock. Building optical devices into silicon chips with existing semiconductor manufacturing tech will allow higher performance at lower energy consumption.
Not a single mention of $COHR anywhere. Thing’s going to be $200 by EOY.
I can't believe people here chose POET over LITE and COHR
COHR amazes me, +246% on shares bought during tariff dip lol
To the regard that convinced me to buy COHR last qtr earnings, cheers! We drinking expensive tonight!!
COHR up 15% after reporting last night. LITE ran up 25% yesterday after reporting and looks to keep going. FN keeps hitting ATH There is so much fucken money being poured into optical networking gear to support these AI buildouts. See DD in my profile
Which one will squeeze more after 9:30 am? SNAP, COHR, FSLY or SES?
$COHR * Revenue $1.581B, +17% Y/Y (19% pro forma) * GAAP gross margin 36.6%, +249 bps Y/Y * Non-GAAP gross margin 38.7%, +200 bps Y/Y * Non-GAAP EPS $1.16, +$0.49 Y/Y * Paid down $400M of debt and refinanced debt * Sale of Aerospace & Defense immediately accretive * Restructuring charges of $19.3M in Q1 * Impairment of assets held-for-sale $9.1M * Interest expense remains $58.7M in Q1 * Guidance lacks GAAP reconciliation for non-GAAP targets >Jim Anderson, CEO, said, “Revenue growth of 19% year-over-year in the September quarter on a pro forma basis was driven by strong demand from AI-related datacenters and communications. We expect continued strong growth throughout this fiscal year based on increasing datacenter and communications demand along with our continued production capacity expansion.” >Sherri Luther, CFO, said, “Significant revenue growth and gross margin expansion drove a year-over-year increase in our GAAP and non-GAAP EPS. During the quarter, we paid down $400 million of our debt. We also refinanced our debt which will reduce our interest expense and further strengthen our balance sheet.”
COHR running into earnings is making me feel antsy lol
I’m liking COHR a lot
I like Coherent (COHR) for the same reasons. Silicon photonics is where its at.
COHR and wlfspd (can't bloody mention the company without getting automod removed) are both positioned to step up in cases where Germanium and Gallium are tech critical with alternative technology for the same applications. But it's not a 100% substitution, as there are minor performance trade-offs. Otherwise, critical minerals recycling companies can swiftly recover waste critical minerals as a stopgap solution until mines become operational. Those are my researched observations.
COHR is the AI play and still has 93% institutional ownership. Nobody talking about it
I like poet and I think the retail hype is actually going to make it a meme stock. We may see 30-50 dollar value soon. However, I feel as far as fundamentals are concerned this does have a few advantages and mostly it depends if it can execute. So there is a little speculation involved in assuming that it will be able to execute. And I am fine with that. It has potential. One thing to worry is it's competitors like Arya Labs backed by Nvidia, COHR or LITE. The fact that it suddenly had 75m investment out of nowhere is a sign something is brewing. Overall the way I see it with current price target of 6-7 dollars. Loss potential of 20-30% in short term but profit potential of 300-400% or more in mid long/short term. I am willing to take the risk. Will put in 60k first thing in morning tomorrow. That's all.
$COHR hit it.. NOW
In some ways I agree, but I think the potential for some wider destruction is there. I agree NVDA is ripe for correction, but demand will persist for their products. They were a great company long before AI took off and in general they aren’t terribly capital intensive. My take on Google Microsoft and the rest of the big players is they might actually correct a little initially due to following the herd, but their earnings might actually benefit if/when the bubble pops as they’ll reduce the massive spending they’re doing now, which helps the bottom line. There are definitely some very speculative choices out there that others have called out, but where I see a lot of potential pain is the companies that have/had a more modest business before all of this but have had to scale (invest) to keep up with demand that might vanish. I’m thinking of the networking companies like ANET, optics makers like COHR, contract foundries like TSMC, fiber manufacturers, drives, memory, etc. all the physical stuff…. Some of these will survive, but if AI spending drops significantly I think it could definitely lead to dot com like crashes in the indexes and some bankruptcies.
Anyone following $COHR lately? Looking for some takes on their longer-term outlook. The top-line growth looks solid, but I'm a little concerned with the shrinking free cash flow margin and the relatively weak EPS growth in recent earnings calls. Is this just a temporary squeeze from capex or something else going on?
TSM is my last large AI holding I have been able to hold due to valuation, so I am loath to lose it since with it goes the last bit of my "main line" ai exposure other than COHR.
I said CRWD calls at open and COHR but nobody listened!
I bought COHR yesterday before earnings, it's ok, regards are plentiful
I wanna put all my money in SOFI or COHR for next 5 years, which one will go up more?
Anyone liking COHR calls? 8/22
Whatd you think of the quarter by COHR?
Genuinely clueless as to what to buy rn my COHR went red my CSCO hasn’t moved ughhh
Wow COHR for the bounce. They were AAPL darlings are the beginning of the week.
I had some cash in COHR and watching them plunge despite the earnings win is painful , should I hold out ?
I’ll probably be buying if the drop holds. Been wanting to open a long on COHR for a while but was busy buying other names during the April dip
Regard on the daily promised +10% on COHR. Currently -15%. Moral of the story: don’t trade on WSB DD
COHR Q after the bell, pretty nervous about it with how strong its been into earnings
COHR is about to rip with earnings. Buy now and make 10%. You have 7 more minutes to get on the gravy train.
Are y'all bullish on COHR earnings today?
Happy $COHR new ATH to those who celebrate. $46 in April to $113 today!
GOOG, MSFT, and AMZN all just said they are supply constrained on HPC cloud compute. COHR, ANET, CLS, NVDA, and AVGO all had tremendous Qs... one small cap crap-co does not a data center demand weakness narrative make
I think you're right Poet is positioned well for the transition into co-package optics, which could be a mini gold rush. I'm curious on how long that transition lasts though. I think COHR is already designing optical-only networks for data centers, and then you have potential disruptors in other ways like ALMU. I'm bullish on Poet though, even w headwinds.
Great Advice, in a Normal market. But this market is At the Bottom, even though some stocks are at All time highs. As a long term stock/option trader, I’ve lost a whole lot and made a whole lot from options BUT My Longterm stocks are up. The only thing I would really change about your Great Advice, is For Him to Focus More on Stocks/Ethereum/Bitcoin right Now for long term investments(80% of savings). Because META, Microsoft, Google, Amazon, Nvidia Just beat Earnings and look at how much Microsoft and meta jumped. AVGO!! TSM!!! COHR!! NFLX!! I would also spread a small percentage to TPL, IREN and TSLA.
Trimming down some AMD and COHR here. I want to raise some cash just in case, and the returns I have gotten in the last two months are more than satiating at this point
I like COHR. Trend is our friend. Picks and shovels play for AI, robotics, automation.
I agree. April 2025 was a bottom for a lot of stuff. Like I said it was due to their earnings. It would be like saying you bought MEDP the other day after their earnings came out. I never mentioned COHR. You might be confusing me for someone else. UBER, WBD, SE, NU, and MELI were some tickers I discussed on here. WBD silently up 74% since April dip. Barely see anyone talk about the WBD turnaround on here.
All good! Don't get me wrong, I bought a ton of KRR when it hit like 100. I'm there with you, but just a ton of things bounced off strong from their april lows. Like VRT is up over 100%, same with Flex. I think you own COHR, which is like 90% since then.
Imagine buying POET instead of an actual company like COHR or LITE