Reddit Posts
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
Praying for a green day tomorrow maybe Elf, Arm and COHR could recover, results were great, just after market manipulation. It would be good to break even or at least not lose the most part of it
Thought I was 6/6 correct on earnings But actually 4/6 if GOOG and COHR stay red
Man tanked ARM, ELF and COHR for nothing. I will lose like $10K tomorrow. Fuck this shit for real.
Is COHR a good company? Been trading it idk what they do
Got cucked good today… Elf calls went up and faded all back, COHR calls was being slashed but somehow came back so there is a bit of hope (200 calls three weeks out) and ARM calls also losing…. What a sad sequence. Let’s see what tomorrow brings
Big thanks to google for turning what looked like a quick 20% loss on COHR into a quick 10% gain.
anyone get COHR at 167 lol
so LITE jumped when COHR initially jumped - and now COHR dumped and LITE is still up 5%. ok.
**Coherent (NYSE: COHR)** reported Q2 fiscal 2026 revenue of **$1.69B**, up 17% year-over-year (22% pro forma), GAAP gross margin of **36.9%** and GAAP EPS of **$0.76**. Non-GAAP gross margin was **39.0%** with non-GAAP EPS of **$1.29**. Management reiterated strong datacenter and communications demand and provided Q3 revenue guidance of **$1.70B–$1.84B** and non-GAAP gross margin guidance of **38.5%–40.5%**. Jim Anderson, CEO, said, “We delivered strong year-over-year revenue growth in the December quarter, driven by another quarter of strong demand in our datacenter and communications segment. We expect continued strong growth in the second-half of fiscal 2026 and throughout fiscal 2027 based on strong datacenter and communications demand and our continued production capacity expansion along with improving demand in our Industrial segment.” Down 19% in the AHs
Going with ORLY and COHR calls for earning.
I'm buying COHR after it drops.
Is anyone on COHR earning today? Or bullish ln GOOG?
LITE giving back most of its gains for the day. I'm looking forward to seeing what COHR will do in AH after earnings.
COHR earnings today for anyone who missed LITE.
"cannot be determined by the fundamentals." In terms of only focusing on things that are "cheap", part of this sub has been going on about PYPL for the last 3 years only to see it go down another 20% yesterday. "I would say that MU seems to be the only one sticking out a bit as a possible further runaway" The memory story has already run a lot but could certainly continue further before a shortage eventually turns into a glut (or perhaps normalization, if the demand for memory going forward is just going to be permanently higher.) Optics/photonics doing very well - look at LITE earnings last night and names like CIEN/COHR. There's a lot of things doing well, but what is doing well - imo - has become a bit more esoteric instead of "just invest in Mag 7." I mean, look at Nitto Boseki in Japan and a shortage of glass fiber. https://www.tomshardware.com/tech-industry/artificial-intelligence/glass-cloth-could-be-the-next-great-ai-shortage-as-major-manufacturers-scramble-to-secure-critical-material-japanese-manufacturer-courted-by-apple-nvidia-google-and-amazon The concern that I have in the short-term is that the "short software/long AI" trade gets even more extreme and you see a reversal in that, but imo it would be a buying opportunity for AI names.
Puts on QCOM and puts on COHR already ran today with the results from LITE I have a Google Leap but idk can go either way, but I think they are leading this AI race so it may be rewarded
Calls on $MU $COHR and $LITE, maybe $HOOD can stay
I just used this prompt tonight: Find competitors to COHR with more upside for 2026 than their current, live price. Sort them based on a combination of probability / likeliness of said upside, as well as upside %. Just give me a summary and list as the output. I used deep research. Then I confirm leads and decide if I believe the sources and search for more sources on my own.
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.