Reddit Posts
China’s gallium export ban could return Nov 27. Is anyone watching AXTI, AAOI adn COHR?
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
this is the layer people skip. its not just the finished transceivers, someone has to make the InP substrates the lasers are built on and that supplier base is tiny. LITE and COHR get the attention but the bottleneck can sit one step further down the chain.
LITE just the objectively better COHR
Everything AI is oversold. COHR is a great company but LITE and AAOI are better investments. I own all 3.
Optical networking stocks are the most unfairly punished. COHR and LITE.
I guess I’m thinking short term downside, long term upside. So credit spread? Sold a COHR call. Bought a leap. Bearhunter I need financial advice plz
Easy money hack; short COHR every monday at open. Print money like no other - always down for the past 5 years every wk
Been watching AAOI and COHR on this. The thing people mix up is gallium vs indium, the datacom optics names are mostly an indium phosphide story (lasers for transceivers) and china controls that supply chain even tighter. AXTI is the weird one, they sell the substrates but a lot of their actual production sits in china so a ban isnt clean upside for them either. COHR probably has the most sourcing options if it gets ugly, theyve been diversifying wafer supply for a while now.
All I know is I loaded up on my COHR, AVGO, and goog next if it drops lower
Well OP, you are not stupid nor crazy. I did the same. I bought a little Wednesday and yesterday. AAOI. ALAB, CBRS, COHR, MU, MRVL, TSM, INOD, VST Ppl sell when they go up and buy when down, happens all day long. I am still pretty much all in the AI trade and I am retired (I think I am much older than you or most ppl here). It’s not gambling. Day trade or options is gambling. Margin is gambling as I did in the late 90’s. You and me are just trying to buy on the dip where many professional money managers do. I actually missed out on the bottlenecks. But at least I’m glad I waited for them to correct recent moths and didn’t buy at the high. No one has a crystal ball to know if they will go up or down in the next 1-3 years but the fact that I bought I believe MU will hit $1200-1500 next 1-2 years. I doubt it will hit $2500-3000 as some analysts think. I am not expecting 2X in a year but hopefully 20-30% in a year. MRVL was at $300 few days ago and I think it will touch that again. If I think it will not go up then I would not have bought. I think we have 1-2 more years left on this AI run. AI buildout will continue but the rate will slow down a lot and stocks will come down a lot. Not to the dot-com bust (which I went thru) but at some point we will reach 5th inning or 6th inning or 7th inning. And ppl leave before 9th inning.
WDC & COHR looks to be the ones with best Risk to Reward stocks
I think NBIS, LITE and COHR are
I just bought more $INTC and $COHR whos with me
looking for 2x leveraged COHR, do we trade COHH or COHX ?
Should have loaded up on CRDO LITE AND COHR calls.
What do you foresee of the fate for those optical plays, like LITE, COHR, AAOI, etc?
Remember in August wehn optics were the first to recover. Well now, AAOI and COHR are back to July 29 levels
20% Nbis 20% MU 20% CLS 20% ALAB 20% COHR. Let’s ride
$COHR I pulled the trigger too early yesterday now I’m watching from the outside
COHR should be over 400 by now. This is such bullshit
COHR will end the month around 330. Ez 50% gains if you jump in now.
Bonds were closed yerterday, today they are green and WTI falling, remember to always DCA. I personally took AXTI, MU, COHR
Bro, you have a good point. It’s like optical modules — China has the strongest optical module companies in the world, yet LITE and COHR have still performed very well
Guess all the data centers don't need any networking or fiber optics. WIFI everything I guess. RIP COHR, CRDO, LITE, MRVL, AVGO.
Why is LITE performing much better than COHR? I thought coherent’s CEO was the one who went to China with other billionaires?
lumentum doing well for me too. Bought COHR yestoday wish i sold this morning
LOL i knew the OAI article was misinterpreted and bought $60k in COHR calls. i will sell half at open.
On that dump I bought more AVGO calls, COHR calls, RKLB calls, and CRDO shares. Sold my BE covered calls.
Damn, $COHR has jumped off a cliff
COHR is such a scam meme stock. Cant believe I was duped by this shit
Can’t decide whether to cut and run on COHR, 160 dte
Leading names in that sector are TER, COHR, OUST, MCHP, QCOM, SYS, ZBRA, ROK in that order. So I'm watching them. Only 2 of those names are not a bit extended atp lol OUST, QCOM. I do already have positions on some of them: ZBRA, QCOM, MCHP, TER, COHR
Had to trim a little COHR after this move but still looking good on the way to 350 let's go
COHR dumping per usual. What’s new
COHR too, even more volatile
I dumped it for COHR recently. I was going to dump it for ALAB and decided not to and then ALAB blasted to the moon! I hope COHR will do something similar.
I dumped that shit for COHR just a few days ago. I had been waiting too long to make a change. Thank goodness I did. AVGO is dead money at the point.
Why is my COHR pumping today?
Full ported COHR at ath peak at 330 and I’m still down. Good bye world.
Made like 250$ today and chickened out to do anything else after that Painful to watch at +212% for COHR, +95% for GLW, and +48% for JBL calls in my watchlist
COHR genuinely shrekking today
Why are COHR and LITE ripping?
LITE, CRDO and COHR looks great.
COHR is a piece of shit stock
My boi COHR is dying
Post I just made elsewhere: Honestly, I'm a buy and hold guy, so I don't worry too much about it. I already own quite a bit of shares, but I think it's now time for long-term calls. But here's my thinking: It has consolidated a ton since 2 earnings ago, forward PE is 18 to 20, growing revenue significantly, no greater concentration risk than CRDO, COHR, or even NVDA (really), they're in 3 bottlenecks: Networking, chips, and VMs, and Management is legit. What am I missing? Custom is still the path forward.
Honestly, I'm a buy and hold guy, so I don't worry too much about it. I already own quite a bit of shares, but I think it's now time for long-term calls. But here's my thinking: It has consolidated a ton since 2 earnings ago, forward PE is 18 to 20, growing revenue significantly, no greater concentration risk than CRDO, COHR, or even NVDA (really), they're in 3 bottlenecks: Networking, chips, and VMs, and Management is legit. What am I missing? Custom is still the path forward.
Sorry I meant that to the guy who just bought COHR
Chat, I full ported into COHR. Is this a regarded move?
Firstly, they showed up on my technical screener that detects change in trend (look at wedge pops). But look at their charts like COHR, POET, LITE (obviously), ASTS and RKLB the past 10 days or so. They are showing relative strength compared to the rest of the market. More importantly, they provide a tight logical risk based stop close to their 21d EMA rn.
I'm not BUYING NVDA, AMD or MU any more. I do own AMD and MU. Owned NVDA until 2025 and sold in spring 2025. In the AI space I'm buying MRVL, AVGO.. I don't see how hyperscalers ever buy off the shelf going forward. They do it because software builders can easily build on it. E.g. NVDA. But big money and permanence is custom chips up and down the stack. 50% the cost, 125% the efficiency? No debate. COHR, LITE, CRDO are good too. Also HBM4 is basically custom silicon as well, but I already own so much MU I can't but more.
COHR and CRDO to the moon 🚀
COHR is the most established company in the space with the best management team. I’m long since $92 per share but the stock isn’t exactly cheap here
Why are you fighting with a stock which has lot of competition and less growth. Buy DELL, CRWV, COHR, AMAT, LRCX , GOOG, AMZN. You make more money. If you want a single stock for your $1M. buy CRWV.
I think that’s the most common mistake I see that all AI bears make. They see NVDA investing in their ecosystem and automatically assume that means that everything is fake. All big tech companies invest in other tech companies. MSFT invests in OpenAi. Google invests in Anthropic. Could list hundreds of examples. NVDA is printing so much fuckin cash, what else are they going to do with it? Pay a dividend for boomers? They’re already doing $100B+ in buybacks. Much of their investments are in companies that supply the materials that NVDA relies on. The entire industry is supply constrained. For example, investments in COHR, GLW, and LITE allows the suppliers to build new capacity to meet the insatiable demand, while allowing NVDA to lockup that supply until 2028, while their competitors scramble. But somehow, this means that AI is a bubble.
COHR is having a nice morning
har? why so green? lucky I bought some calls on STX and COHR
Mostly shares but also some calls that worked out on MRVL, KO, COHR and LITE
How does InP factor into this ? AXTI, COHR etc
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