Reddit Posts
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
Oh it's way down like way way more down than LITE and COHR was so this is just a halfway recovery so far. It might be tbh
I have bought so many AI hype stocks in April/May. But I couldn’t hold it. Including AXTI LITE MRVL COHR AEHR ANET AMAT ALAB AMD and decided I shouldn’t buy stocks, I should buy ETFs instead
Talking about leaders and more long term (3-4 quarters at least), so Ciena, COHR, Sony, GLW
Anybody owns COHR here?
Just buy CRDO and ANET for high-speed copper, a mini ETF of ALAB, MRVL, AVGO, COHR, or LITE for CPO/laser. When you see a CPO/laser stock run reallocate to the runners. I'm thinking networking will take off based as data center builds get to the point of buildout and next gen NVDA, TPU, and Meta chips get installed.
High speed networking. CPO: LITE, ALAB, COHR, MRVL, AVGO High Speed Copper: CRDO and ANET and above. I'm in all, big. Especially CRDO.
Fidelity SEC filing just reported two huge stakes in COHR and LITE 🤔 end June
COHR calls about to print
Asia Retail has driven alot of the spikes in alot of the names. Look at the optics names. People seem to have forgotten about COHR and LITE ... I have SNDK puts at 1000/1100/1200 (sold 3 contracts each today).
What we buying regards? I got my eye on NBIS and COHR
Wow. I’d imagine very few people in Europe are able to enjoy your situation. You make enough and can invest enough to be well off eventually with diversification. But still, I’d recommend mostly QQQ or QQQM. And while you are socking money away at this, study individual stocks. Here’s a start: NBIS, OUST, COHR, FN, CAMT.
I see your point, but AAOI volatility is based on future expecteatiosn that they will execute one the demand. Honestly it probably can and will run up for earnings. BUUUTT I can see the stock running up for earnings, but I can also see more sell off Last I checked they werent yet profitable and went back to the well for more debt. And the market has been shitting on companies who even slightly mention the word "Capex" In last AAOI earnings doc - Strong demand, investing capital to meet demand “We made tangible progress during the quarter on expanding our manufacturing capacity, which is a critical step as we prepare for higher-volume production of our next generation datacenter products. We believe we are well positioned for sustained growth and the capital investments underway are expected to fundamentally strengthen the company as we execute on the strong demand we see. I wont doubt that you guys have looked into this already, but beyone Photonics, when any company talks about bringing in mroe debnt aint been looking too good, I.e CRWV, AMKR, ORCL AAOI does not have NVIDIA backing to make them look better than they do on paper like COHR and MRVL do I dont know man, i lose money all the time, aint the best at this any way
Regret not buying amat multiple times, more recently last Friday 🙄 Next move is clear out all my lite, COHR into more GLW. Leave my MRVL alone
Those are the ones, where you kick yourself for not finding more money. Nice return by any measure. My best is COHR https://preview.redd.it/g84t0t0d7dah1.png?width=1070&format=png&auto=webp&s=d937226d8a79ad2a96bf7a69c5d475008b5243bc
yeah fair point on the integration, infinera gave nokia an actual InP fab in sunnyvale cranking out PICs (lasers + modulators + detectors on one chip), so they are more vertically integrated than COHR/LITE who mostly sell components. that part's legit and a good callout but "hasn't had its run" is where i gotta push back. NOK is already up \~140% this year, like $6.50 to almost $16 in may. and it ran for the exact same reason, nvidia dropped $1B into it back in october at $6.01 a share. it already got the nvidia stamp, the pop happened the real problem imo is nokia is huge and does a million things, mobile networks, fixed, cloud, optical. the infinera/InP piece is a tiny sliver of total revenue. so even if photonics goes parabolic it barely moves the whole company. you're basically buying a slow diversified telecom that happens to own a great fab. cool fab, super diluted bet so honestly nokia might be the worst of both worlds here, already ran AND the photonics is buried inside the giant. infinera as a standalone wouldve been the play but nokia already ate it in feb 2025
He's talking about NOKIA and it hasn't had it's run yet so I think he's onto something. You're right COHR, LITE, AAOI, and other have had their run with more to go because of this optical infrastructure play. But NOKIA is positioned to be able to supply single InP chips that fold lasers, modulators, and detectors into one solid piece whereas COHR, LITE, and others supply the individual components. I'll have to dig deeper into NOKIA but sounds promising.
honestly you're not wrong about the direction, just late. the thing you're describing is co-packaged optics / silicon photonics (moving data between GPUs with light instead of copper). real bottleneck, real thesis problem is the market already ran it. nvidia dropped \~$4B into Lumentum (LITE) and Coherent (COHR) back in march, both up like 100%+ this year, both got added to the S&P. not exactly a hidden gem anymore also gotta say it... "household name that sold everything and went all in, won't say the name yet" is kinda how every pump n dump post starts lol. whatever it is just look at the 1yr chart before you assume you're early. it probably already mooned with the rest of the optics names the actually interesting part of your post is indium phosphide. THATS the chokepoint, china controls like 70% of indium and put export controls on it, wafer prices spiked \~250%. that's the closest thing to the memory shortage setup. but it already hit the news + china keeps easing it in batches, and the only smallish US substrate play is AXT (AXTI) which is tiny and whippy ***tldr*** you're thinking about it the right way but by the time a bottleneck is this easy to explain on reddit it's usually already priced in. naming the bottleneck isn't the edge, finding the part that hasn't run is. and in optics that ship mostly sailed early this year
AAOI is clearly not the strongest photonics play by that description. I can’t apply forward multiples anywhere near LITE and COHR because AAOI merely provides the components for CPO rather than offering it themselves. You mentioned two things: transceivers business and lasers. Transceivers are disrupted and their lasers are sellable only if LITE and COHR are sold out of CPO. That’s not a convincing investment for me.
Was looking at COHR 375c when it dumped to low of 341 2 hours ago, guess what it's ITM at 375 now
I’m well aware of this. LITE and COHR make lasers too. Why would anyone buy lasers from AAOI when LITE and COHR offer CPO. AAOI’s best answer is NPO.
In your view the winner is either AAOI or COHR/LITE
Exactly, the goal here with co-packaged photonics is to reduce copper travel and improve tokens per watt. AAOI is trying to answer with NPO, but that’s still less efficient and a bet that CPO won’t work. It’s being out-innovated and out-funded. They’re having to rely on significant dilution to scale their manufacturing of a disrupted technology. The best they have is the InP laser demand they can exploit. But with CPO, why would anyone, other than PET for example, need to use their lasers? LITE and COHR are global leaders here lol
I made money off of AAOI and MRVL but I got out and moved to COHR. I don't think AOOI and MRVL are as good, from this point forward. We're going to get into concerns over rising rates and investors wanting more for their money. Lean away from the overly speculative IMO.
Picked up some LITE and COHR today as long-term plays PICs are the future
Should have bought some more synthetic of COHR when it was below $400…. Thought I had more time fml
what happened in photonics? saw my port was green somehow and saw LITE and COHR popped off
I've been focusing on now through 2030, before orbital data centers. I am betting that moving data fast is a bottleneck (COHR), but the data center needs a lot of power that chip efficiency doesn't fully address. More efficient chips means more possible compute...which overall means more power needed.
I wouldn’t bet on an insane spike but I expect a modest run similar to LITE and COHR who joined in march . I don’t expect it to crash like HOOD did (damit hood, so sad)
When the price of components drops due to a sudden decrease in demand in 2028 (stocks may drop on news of it before it happens) these run up stocks will drop quick. I’ve unloaded some COHR to lock in profits. I am debating if I want more MSFT. My savings is only paying 3% rn, which doesn’t match inflation and since it’s ordinary income the tax hit is higher(24 or 32 v 15, not sure how much I wanna work). Dividends and long term gains look attractive especially with the Mag5. I’m not trying to make massive gains, just “safe” income.
this stock moves so retarded. I bought a few jan 27 50 calls. I'm not sure if the orders appear in the 26 revenue yet or FY27. It was kinda mixed information in the companys call regarding this dilution. They will start to ship CPO-switches eoy26 (announced at Computex) same as AAOI, LITE, COHR etc. I'm hoping next ER is good and raise next years guidance and expect to have margins going up.
Bought AAOI, COHR, SIVE, NBIS, JBL, TSEM
I think part of the reason was a report at Compux or whatever it's called report saying 800V and CPO were delayed. You saw the light stocks (MRVL, LITE, AAIO, COHR) hit the hardest. I assume the 800V stocks too but I don't watch them. On top of that, we are in a massively hot market so it makes sense there would be some short-term pull backs with spaceX and potential rate hikes in the near future.
Picked up some COHR synthetic. I have a disease
You should have got MRVL, NBIS, COHR, ALAB calls instead
Almost met my targets in overnight hours. Made these targets earlier today \+10% MRVL \+5% MU SNDK WDC STX \+5% AAOI COHR LITE [https://www.reddit.com/r/wallstreetbets/s/6LyxSjuba9](https://www.reddit.com/r/wallstreetbets/s/6LyxSjuba9)
CRDO ALAB OUST COHR on my shopping list this week
Sure, Marvell is in the perfect competitive position to be the next major company (IMO). The biggest advantage Marvell has is that Broadcom has been so incredibly dominant as of late and hyperscalers are desperate to escape Broadcom's monopoly. As a result, Marvell has been seen as the Broadcom alternative for the hyperscalers. The second major advantage is that Marvell is incredibly well positioned for the future. The main thing Marvell is known for is ASIC chips, a market Broadcom dominates. Marvell scored big design wins with Microsoft and Amazon. Microsoft is way behind and is in desperate need to scale up its Maia chip to avoid paying the Nvidia tax. Microsoft and Amazon are desperate to integrate more and more of their ASIC chips into their cloud solution to lower the cost of inference so this market is one of the most important for the AI rollout. Recently, Google is looking to expand its chip vendors beyond Broadcom and Google is the leader in ASIC. The next big thing is Marvell is a major player in networking. It has recently purchased a bunch of optical companies to position it as the brains of optic-based data centers. This is important because we have hit the limits of copper and are starting to convert to light. This is why companies like LITE, COHR, CIEN are all skyrocketing and Marvell is fighting for arguably the most important spot as they develop the brains. NVIDIA is still the kingmaker in this industry and NVIDIA is doing everything to support Marvell because a weakened Broadcom is good for everyone.
> Other? You're kidding, right? There is one overriding issue: the continuing war with Iran, and the long term consequences. Even if everyone went home and ended conflict forever, there is long term deficit of 20% of petroleum, natural gas, helium, sulfur, fertilizer... It's not just months of no shipments, but also the damage to wells by capping them, and damage to refineries due to war (in the Middle East, and in Russia) which will take years to recover. "Growth" of an economy necessarily requires energy. In a literal sense, money in the end is a measure of the energy needed to make the stuff you purchased. There is nothing of value (aluminum, a stick of gum, a carrot, your computer, a hot both) that does not directly require energy. Until, the effects of this have been masked by nations spending stores of petroleum; but now those are down to vapors. So: chaos incoming, and very very soon -- to what consequences no one can foresee. Inflation, certainly. And that will curtail grown, cause bankruptcies (personal, and energy-dependent industries), chip shortages (they require helium to manufacture), shortages of drugs, and so on. And that will lead to unemployment, and further global tensions. The real wild card is how this will effect AI. No one knows for sure how AI will continue to develop, which is part of what makes it exciting (and scary). But many claim the billions being spent on it is not justified by anticipated revenue. Put another way: it looks like a mad bubble. And when that pops, look out below. Notice in the bloodbath of Friday, many companies booming thanks to AI (COHR, for example) had big dips, but plunky ol' Campbell Soup (which, hey, pays a dividend, tho' the share price keeps sinking) went UP. In anticipation poor people will be buying more cheap soup. Against the energy issue, all the things you mention are irrelevant. Except this: > Many companies were very overbought due to irrational exuberance over the AI bubble YES. > SpaceX That's possible too. But consider the implications of it. Bubbles are a kind of incomplete thought process -- yes, AI may continue to be important, and companies like COHR may have long term prospect (photonics -- the long term future). Like in the late 1800s when people went railroad mad -- railroads WERE the future, but investors piled into many competing companies, spending huge money on infrastructure that never would be recouped, and they all lost money. Bottom line: energy is going to cause a crash, which will prick the AI bubble, and lead to unforeseeable consequences on every level. Is this crazy talk? Maybe. I tend to be apocalyptic. But if I'm right you'll know in a month -- and if today's market is a guide, sooner than that.
Good entry on COHR if it drops below 350
Sold some shares of COHR yesterday 🤷 evidently it was an ok choice.
I do agree optics and photonics companies have the best potential but they all mooned already. AAOI, LITE, COHR... I think only MRVL and IBM has potential now for catch up, except it's not the same kind of market cap.
anyone buying into FN COHR and Sentinelone if avgo and crwd smash earnings in a few hours as sympathy afterhours pump?
Nvidia is a better bet. Google's only dominant product is in search and it is no longer the best product for most of its old use cases. Nvidia is growing consistently and they aren't even pricing their GPUs half as much as they could because they're still at the growth stage. Their own models are actually quite strong and growing in adoption. If you consider the capex concerns, if Google's capex spend on AI amounts to disappointing returns then that is wasted money. For Nvidia they cannot lose as they are paid for the infrastructure already. Their portfolio is also pretty strong. CoreWeave (CRWV) ~11.0% Nebius Group ~8.3% Intel (INTC) ~4.0% Coherent (COHR) ~4.0% xAI ~4.0% Lumentum (LITE) ~3.7–4.0% OpenAI ~3.5% Anthropic ~3.0% Nokia (NOK) ~2.9% Synopsys (SNPS) ~2.6% Marvell (MRVL) ~2.5% Generate Biomedicines ~0.65%
Missed a few in optics / photonics COHR LITE AAOI Some chemical test related chokepoints AXTI NXPI Wafer burn in test AEHR and I think SIMO SIMO also in some kind of memory stage I think NAND
COHR LITE GLW https://finance.yahoo.com/markets/stocks/articles/lite-cohr-glw-stocks-surge-023607279.html
I originally wanted to sell at market open but decided to hold for a few more minutes. I think it opened at around $61ish before going to $62 so my greedy ass decided to hold my options a wee bit. I ended up selling my options at a slightly reduced profit as a result + all of the stock (I ended up selling everything when the moment the stock dipped below 60 so I'd say like $59.5) -> which I did recoup by gambling on COHR (timed nicely and then sold a tiny bit before their peak) before reshifting it all half into MRVL and used the other half of my port to buy back into the \~$55 dollar HPE again. Honestly, idk why I decided to rebuy HPE but my justification was that if afterhours had a minor agreement on $64, then within the next week it'll likely rebound
How the fuck is no one talking about AAOI and COHR?! This stock is almost up 1,000% in one year. How the fuck do you find these before the run up
POET — photonics / optical engines — **B / speculative B+**. Real AI data-center optical angle with 800G / 1.6T engines, but smaller and more speculative than COHR/GLW/MRVL/CIEN. Belongs in the photonics bucket.
Damn what’s the news with COHR today?
Generational bag holders are created. It was so clearly bot boosted over the weekend. Wanted to buy puts yesterday but why tf would you buy puts in this market. Ended up buying synthetic long on COHR
I missed the COHR pump and dump today 😭😭
The usual shit all the regards in here are balls deep in; COHR, LITE, AAOI, AVGO, LWLG, etc. Shit's all already pumped to high hell, but what isn't. Lines stay green and go up anyways. 🥂
Just off the top of my head, LITE, COHR, AAOI, POET, SIVE, MRVL, TSEM, JBL and many more. All of them are good candidates for picking up on a dip and holding until 2028.
They've all pumped. AAOI, CIEN, CLS, LITE, COHR
Calls on COHR, AXTI, GLW, NOK, good game
Damn LITE COHR are crumbling
Learned something new today, had no idea COHR is working a new defense laser, songbow. [https://www.armyrecognition.com/news/navy-news/2025/us-navy-launches-songbow-laser-weapon-project-to-counter-drones-without-running-out-of-missiles](https://www.armyrecognition.com/news/navy-news/2025/us-navy-launches-songbow-laser-weapon-project-to-counter-drones-without-running-out-of-missiles)
COHR - best in class and profitable photonics player
I took a hard look at Micron under 100, didnt bite but I still hold shares of AMD I got under $90 (among others) sold shares of Intel when it hit $65 thinking I was making out did the same with Corning and COHR, but I still have some and I made money so..regrets? No. Just need better trending insight.
Add Macom (MTSI), Coherent (COHR) and Lumentum (LITE) as well!! I work in one of those companies and future looks locked up
Some names to look into.. $MOD $NVT $ALAB $CRDO $COHR $LITE $OKLO $BE
Earnings and guidance beat expectations … should provide tailwind to COHR too
Hood I can’t buy it , i will buy $NOW , or some of nokia or $COHR or $NVDA
I'm also watching GLW (Corning) and COHR (Coherent). They are both in the fiber optic business, and NVDA has invested in them because on-board fiber optic connections are the next step in boosting AI server speeds.
I sure wasn't but MRVL has run up a lot. And LITE had a selloff so institutions are rotating COHR was up so was GLW so LITE being down was odd today
News for LITE and COHR ? Both suddens drops
Classic Pump n Dump! Photonics is a real, serious theme but COHR and similar leading names are best positioned to capture this theme than a Swedish penny stock. Speculation goes like this: the company will soon list on nasdaq exchange. Under the disclosure rules, it'll be evident that they're sitting on some kind of gold mine intellectual property - which somehow was neglected over the past several years. LoL, okay 😂
$AAOI $COHR $SIVEF recently
Power/Grid: BE, VST, CEG, ETN Cooling: VST Networks: ANET, CIEN, DELL Optics: GLW, COHR
MRVL, ALAB, MU, COHR. Saw the hard rejection and bought.
Anybody playing COHR rn?
COHR - photonics are going solve all the friction and heating problems in chips
Fiber optics will grow as copper prices rise... LITE, COHR
it's time for me to work in mcdonald's. i made the dumb fucking mistake of buying AMAT calls last week and then made another dumb mistake of buying COHR calls.
my biggest mistake was buying AMAT and COHR calls last week. FMLLLLLLLL should have just done what everyone else was doing LOL
LEAPs on COHR are not worth it. You are paying half the price of the stock, for the .8 delta (for the 12-2027). Meaning, you get 1.6X leverage. You might as well buy the shares and not deal with the risk of time.
I know Nvidia invested a couple billion into COHR and LITE
For LEAPs / 6–18 month calls, I’d think less in terms of “story plays” and more in terms of **whether the catalyst is already priced in vs structurally compounding**. * **NVDA**: this is the most “crowded but still structurally strong” of your list. The key risk isn’t demand, it’s multiple expansion already reflecting a lot of future AI infra growth. LEAPs here tend to work best on pullbacks, not chase entries. * **COHR**: more of a leveraged AI optics / networking play, so it has higher beta to AI capex cycles. The upside is real if data center expansion keeps accelerating, but it’s more volatile and less “index-like” than NVDA. * **TTWO**: this is the most binary. It’s not really an “AI cycle” trade, it’s a catalyst timing trade around GTA VI expectations. LEAPs can work, but theta + delay risk is very real here, and IV tends to creep as hype builds. If I were structuring it, I’d usually size NVDA as the core “hold through noise” position, COHR as higher beta exposure, and TTWO only if you’re confident in timing + willingness to sit through long flat periods. I’ve seen people map setups like this in Notion to compare catalyst timing vs valuation bands, and use Runable to turn messy trade ideas into structured thesis sheets so they can actually compare risk/reward instead of just going off narrative strength.
TTWO probably has the highest upside if GTA6 absolutely breaks expectations again, but also the most “event risk” if delays happen NVDA feels safest long-term but you’re paying premium prices for that safety already COHR is the sneaky high-risk/high-reward one if AI optics demand keeps accelerating
Just the general thing of all these companies doing like 5-10x in a year, before there’s any proof that AI subscription revenue will scale big enough to justify any of the spending that’s creating these valuations in the first place. MU is probably the most extreme example, but it’s like literally a hundred companies. GLW, COHR, NBIS, ARM, TSEM, on and on.
$NVDA JUST UPDATED ITS PUBLIC STOCK PORTFOLIO HOLDINGS 1. $INTC - 214,776,632 shares 2. $NBIS - 1,190,476 shares Coherent 3. $COHR - 7,788,161 shares CoreWeave 4. $CRWV - 47,213,353 shares Generate Biosciences 5. $GENB - 833,325 shares Nokia $NOK - 166,389,351 shares Synopsys 6. $SNPS - 4,821,717 shares
I sold POET at $5.61. I sold $MU at $85. I sold $COHR at $170. I sold $APLD at $7.41.
COHR is the textbook second-derivative AI play - everyone owns NVDA, fewer own the photonics layer thats required for inter-rack interconnect at AI scale. only catch: COHR's revenue mix is still legacy telecom heavy. the AI optical pipeline is real but it has to grow faster than telecom shrinks for the multiple expansion to actually trigger
Ahhh to be a retired boomer in today’s market. My dad casually dropping 20k on COHR 3 years ago “cause they doing stuff with apple”
You think its gonna blow past 80? Findng it super hard to juggle between buying or selling and buying COHR or LITE
I'm sure theres others who are probably more informed, but I believe the speed of data [transmission](https://www.ebc.com/forex/9-public-photonics-stocks-to-watch-before-the-ai-optical-wave) is one of the bottlenecks. LITE, COHR, PENG
I think the photonics and memory play still has legs My photonics list consists of likes of LITE, COHR. I then began to look at what materials do they use? Is there supply constraints? Then you come across the material InP, and you dive into that and find companies like AAOI and AXTI, both up ~50% and ~85% over the last month Memory, we all know the big players. Memory is cyclical. What ramps up when production does and supply is constrained? We start looking into other areas of the flash memory ecosystem, controllers and silicon. I found MXL that typically runs during these cycles. MRVL is also in this space, they’re great! Power is a constant but I’m seeing things moving towards networking, or AI-RAN. What’s in that space? $NOK is gaining attention and has had NVDA invest money. What adjacent plays are there to $NOK?
Next is fiber optics and photonics. We have the Chips, Memory, and Speed. What else is needed? Something to transfer that speed and to something to keep the machine cooled to prevent it from overheating to complete the cycle. In on COHR, VRT, and CRDO!
What up COHR! I took my eye off the ball to present this morning and here we are at lunch and you keep lasering into the future! Jump on board gang LASER spells money and it’s not going anywhere soon!