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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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You have to also look at PEG value. LITE is 0.46 COHR is 0.94 As you know, <1 is undervalued. <0.5 is Stronly Undervalued.
ASTS RKLB MDA RDDT RBRK COHR LITE AAOI Pretty happy (lucky) so far with how I timed things around recent happenings, all positions in the green currently.
I’m going upstream into AI supply chain bottlenecks. Buying what AI literally can’t be built without: COHR, LITE, SOI, IQE, AEVA. Picks and shovels before the Street notices they’re picks and shovel…Probably wrong but 🤷
Look at posts like this from two years ago and you'll see a lot of these same names, but nobody was pushing SNDK, WDC, LITE, FIX, COHR...
so calls on coherent (COHR) is what im hearing?
The war isn’t ending. The DoD are lying to your faces. Helium will be declared a critical mineral. COHR/IPGP will rip once the war is done. Long dated puts are getting raped today but so be it
SPY technically positive, meanwhile: MU, COHR, BTU, MP and a host of others are down like 5-10% in a day. The crash is literally occurring in slow motion and your ports are getting wrekt. Fade any rallies and get the fuck out of the markets for a while with as much cash as you can. We aren't even close to bottom.
What is this pump on COHR, MU, AAOI
Need ASML to 1300 and COHR to 330 so I can buy calls
Reddit stock picks have made me more money in the past 2 years than my full time job ASTS, RKLB, NBIS, AMPX, COHR, LITE
Please take out GLW/COHR/LITE puts please
I sold LITE and COHR and added to my cash balance. Theyre up 10% since.
Anyone buying COHR?
Memory is fading electrooptics peaking COHR/LITE power and cooling next MOD/ALAB/NVT/ETN/VST
COHR MU AAOI Are setting up for some Crazy Runs. COHR is My Top Pick New High Next Week. MU is Next but I don’t Know if its Capex will continued to be held against the Stock Price in the Short Term. Could Run Next Week or Wade around for a Month or longer, like MSFT and APLD. Or just market sentiment like NVDA. COHR is Part one of The Optics companies NVDA is investing in. AAOI is the other one. COHR was running up before the announcement and has been winding up for a run up. Can Jump 25-50 Points in a day
How do we feel about buying the COHR dip
Just need COHR back to 265 in an hour
$MAN $GO $EQ $UAL $OBE $SE $IN $COHR $IDT Anyone following the tickers above?
nahh my market is green just invest into Companys like Lumentum,COHR,AAOI etc.
Space and photonics are holding up very well. Will probably rip if/when the broad market improves. COHR & LITE (photonics) will also have the SP500 ETF money flowing in soon.
POET, AEVA and GSIT gonna pump off AAOI, LITE, COHR
Well 60/40 split sure it's a still a majority, but I'd be fine with just COHR LITE and AVGO. Also NVDA just announced a parternship with LITE so expect their share of the pie to grow going forward.
LITERALLY and COHR gonna save tech today
Agree with you. But read the article. Seems very reasonable to me. Also long LITE, AAOI, COHR, and a few others. ALMU still has to prove itself, but it seems they are making real progress.
COHR and LITE are inverse SPY tickers now.
Urgh sold LITE COHR in AH and it's up 6-8% pre lol
Urgh sold LITE COHR in AH and it's up 6-8% pre lol
AAOI dummmping but still bullish on all AI bottleneck plays including COHR and AEHR
hope you guys bought COHR LITE I mentioned it in morning
LITE COHR are -4% so good dib buys But idk why they dropped
Why COHR LITE drop EOD?
You have no fucking idea. MU, NBIS, COHR, AMZN, AMD.
Nvidia GTC 2026 event is starting tomorrow and usually the partner companies mentioned during the event gets a nice spike. I am tracking the below stock. What are you watching? **Optical Connectivity** Coherent (COHR) Lumentum Holdings (LITE) Marvell Technology (MRVL) **Data Center Infrastructure** Super Micro Computer (SMCI) Vertiv Holdings (VRT) **Memory** Micron Technology (MU) Western Digital (WDC)
Those are the two largest US-based optical component makers. I favor LITE over COHR but both are in a strong position for this optical supercycle
Any other opticals that are good? I have COHR already, and looking at LITE
I’m up almost 22% YTD. UAN, MOS, O&G stocks, trade the volatility with COHR, NBIS and WULF.
I bought 2000 himx for 10.2. I strongly believe it's the next runner like AAOI, GLW,COHR
I was reading “infrastructure” and “data centers”, and instantly thought about all of the AMD, MU, and COHR stock I have. Honestly, it gave me pause.
Hey NBIS nerds, isn't it good to see they're only down as much as other big tech names, like AMD, MU, COHR.
Citrini Research, who published the report about the AI economy crash a while ago, just put out a post regarding [AI photonics](https://www.citriniresearch.com/p/let-there-be-light). They're implying that the next big opportunities are further down the stack. As well, LITE and COHR being added to the S&P have caused focus to shift onto the photonics field. AXTI is the leading global supplier of indium phosphide wafers, which are extremely important for photonics. It's one of the strongest plays you can have, and people are realizing the depth of AI production and where asymmetries lie.
Aside from SATS, which I think everyone agrees was the most surprising additon, each company is growing top line 20-60% and all profitable with growing bottom line. This is why most people lose to just SP500. These new additons are adding value, yet you would just want to discard them with some lazy "AI/tech name". Do have any idea on their financials, what they do, and why their revenues (and stock prices) are booming? I own VOO, SPY (from before VOO existed), and the 3 other individuals VRT LITE COHR and did my DD on all of them.
NBIS: possible short between today and tomorrow Today Nvidia invested 2b in NBIS and the stock jumped. On 2 March Nvidia invested 2b in COHR and LITE both pumped on announcement day and crashed 1 day later. If you believe in correlation, NBIS will gap down tomorrow and continue drilling.
No. Fuck DJT, but I'm able to think objectively. I'm up 14% on the year because I know there are 1000s of stocks around the world and in various industries. Most recently MRVL, LITE, COHR. You guys are crying about puts and war, but these are up 25% in a few weeks.
Photonics are pumping like crazy going into OFC (March 15-19) POET LITE COHR AAOI
Today's purchases: ITA, VRT, and a little bit of COHR, CEG, GEV, ETN, TER My major positions are MU (80%) then AI buildout choke points followed by energy company's that are well positioned to supply it all. Now going into ITA after white house telling the weapons department they're going to ramp up production, also watching KRMN and HWM.
Look at LITE and COHR. March 17 is a big day for them
SNDK and COHR doing their best to hold support LITE, AXTI, AAOI want higher Will the macro be too much..?
I sold Ter with a big profit. I dont feel like they will continue to move up. COHR and ONTO are great plays. I don't think either have reached their potential. LRCX and ALAB are also good picks. I own them all and they are on sale. I've held them for awhile but am in negative land with Onto and Lrcx. Ill continue to hold. My entire portfolio is wrapped around ai data center builds. I do not own Tsm or any stock that isn't owned in the US except CLS which has kicked my ass and I regret the buy but honestly think its a great stock in the but zone.
Agreed 100%, these companies are still undervalued if anything considering their forward guidance, unless you think AI is genuinely a scam and will collapse then there is no reason to believe demand for memory does anything but increase - especially over the next 2-3 years. SNDK in particular, although it has grown a lot - their float is tiny, and their market cap still very conservative. I think SNDK, MU, WDC, AAOI, COHR & LITE are some of the best high growth plays in the market for the next few years, and if put NBIS as my top data center pick as well.
I got smoked by LITE and COHR on my most recent positions. Finally took the losses yesterday.
mildly excited about the ETFs I own that have VRT and COHR in them. very mild. like lacroix mild.
I believe that AI isn't going away, what we'll actually see is a shift away from microelectronic semiconductors into photonic chips. With photonics, the absurd miniaturization that only TSMC can achieve using only ASML's EUV machines is not necessary. You can accomplish the same performance on a larger wafer. I think it's possible a Taiwan crisis happens before photonic chips usurp electronic chips, more likely it could even be a catalyst, but things are already moving that direction. That being said, I'm keeping some TSMC stock, geopolitical risk or not, there is nobody else on the planet that can do what they do and electronic chips are not going away. Samsung is second. Furthermore, in the context of AI, AI is waiting on a photonic chip revolution. We're talking light speed communication versus the speed of electrons through materials with resistance. There is a lot of money invested in de-risking the global supply chain away from one company in Taiwan who relies on one company in the Netherlands, so I think the photonic computing revolution is happening one way or another by the end of the decade. If I'm picking one company I think will be very successful, it takes very little creativity - it's going to be Nvidia. That being said, I have investments in Coherent (COHR), Corning (GLW), IBM, and IPG Photonics (IPGP). I'm planning to open positions in POET and Broadcom. Possibly will invest in Lumentum, nLight, and Cisco as well but I have to do more research and get a better idea of what I'm willing to pay. I'm waiting for a big stock market dip to tax-efficiently diversify more into this sector. A lot cheaper to actualize a loss and buy a market dip the same day, than to actualize a profit and overpay the same day. I don't like sitting on cash otherwise.
I bought short dated LITE and COHR calls midway through yesterday like a good spy inclusion trader, but I think they're dead already.
Got a touch lucky this week. MRVL is 10% of my port. Wednesday I dumped ALAB. Today I dumped APH and put 50/50 LITE and COHR. End the mother fucking war and bullshit and I'll be balling. https://www.reddit.com/r/wallstreetbets/comments/1rmc53s/comment/o90wtbm/?context=3&utm_source=share&utm_medium=mweb3x&utm_name=mweb3xcss&utm_term=1&utm_content=share_button
VRT, LITE, and COHR added to the S&P 50 https://preview.redd.it/wszlagzb2ing1.jpeg?width=900&format=pjpg&auto=webp&s=ca466125a7655b3a1c1c04115603f5fb6ea57bac
so COHR and LITE top was when nvidia invested in them lol
Sold 100% of APH and split it 50/50 LITE and COHR. Given MRVL optics are the path forward.
I've been tempted to get some COHR calls after its dip, but I'm already taking a bit of a beating so I'm just going to chill
Yeah there was definitely some over-rotation out of copper and into photonics. I assume we’ll see (or are currently seeing) some multiple compression on photonics, and I trimmed my LITE & COHR positions accordingly this week.
same, but LITE and COHR stressing me out.
Mostly AAOI, some AXTI. COHR and LITE if you prefer less volatility.
Even after a 200% gain this year. COHR or LITE
MRVL getting a sympathy pump on AVGO. LITE and COHR getting sympathy pains even after dropping today. My account is net zero now. Back to eating cold sandwiches.
COHR is up 150% from when I bought it last summer. Also, look at their PE. Not at a discount.
Today. White House meeting with tech CEOs (OpenAI, Microsoft, Google, Amazon, Meta, xAI, Oracle) for "Ratepayer Protection Pledge" for datacenter energy. Bull or bear on OKLO, SMR, NNE, VST, COHR, CEG, TLN, LITE, or BE? Reasoning?
Photonics absolutely RIPPING in after hours. POET AAOI COHR LITE All up 10-20% in after hours after 10-20% moves today. Light is the new copper.
ETN, ALAB, APH, COHR, LITE, MRVL. I had one more but dumped it when it was down too much. For some reason I'm holding ALAB.
Printed for me today. LITE COHR and others.
Optical is the new memory… AAOI, COHR, LITE, and fiber GLW… thank me later
Not trusting these afterhours numbers. COHR was -20% first hour after earnings and +10% on open next days, both relative to previous close.
Feels good new ATH for COHR and LITE
HOOD.... LITE, COHR. Say them fast and it sounds like a Star Wars character.
Happy to see $COHR and $LITE getting the Nvidia handjob today
POET LITE COHR AAOI All ripping. Photonics is the buzzword for 2026.
I thought AAOI was done after its 50% pop Friday. Up another 30% pre-market Meanwhile NVIDIA announced $2B investments each into COHR and LITE. They’re each up like 7%. Investments into optics for AI infrastructure continues to go hyperbolic
Aha That's why it's up today Both LITE and COHR are used by all of the 5 tech giants, will be interesting to see how they do
Photonics is going crazy right now. AAOI, LITE, COHR. POET is due for a run back to 9-10 soon.
I flipped from -10% End of Jan to +45% YTD End of Feb, just by rotating to photonics stock AAOI LITE COHR AXTI these tickers are monster Rallying +5%-20% each in a bloodbath market, every, single, day.
bad tech got slaughtered. Good tech is mooning, MU, COHR, LITE
I don’t think this is binary, I think LITE and COHR have proven that this is a larger cycle (CPO, photonics) that has momentum and LWLG is a small cap company with good leadership and legitimate product. It’s a no brainer
you want load up on things benefiting from positive tailwind from capex. All the money to be made are in Semis and buildout adjacent stocks COHR,VRT,GEV,CAT,NXT etc etc. Mag7 overspending on capex is a good reason to diversify away. I personally dont like catching knives to gamble if a narrative is real or false but prefer to ride tailwinds
COHR is on an insane run, holy shit
Just my opinion, but feels like the market has moved on from them in terms of AI trade and somewhat caring. Like we’ve traders run into fiber optics/networking with like GLW, CRDO, COHR. Also the memory plays with what’s going on with MU and the Korean stock market. There’s also been the physical plays with builders and installers. I want to say the last few earnings have been pretty mutued. Nothing too crazy in terms of swings. Like last report it was down 3%. I’d assume we’re going to see a beat and raise with good guidance and stock will probably good guidance. Wouldn’t be surprised to see it land somewhere like it has been the past two earnings. That being said, I could be wrong. Just my thoughts/opinion on.
COHR and LITE make me horny
TER, COHR, ABBY, PWR. These are known. Not well known or popular among typical ai players. God I wish I looked into these sectors 6 months ago. It's like everything was on fire in the background, meanwhile all you heard about, was PLTR, NVDA, and TSLA.
For all the "AI bubble" stories out there, LITE is still way up and still climbing. COHR is also doing fine. Is there some non-AI capex out there that's going to use a shitload of photonics?
I'm buying COHR. Every time you think you're at the top of the mountain with any of these AI related plays, you come to find out you were only at basecamp. Depending on your play, and time horizon, there's money to be made for this buildout phase.
COHR & LITE. POET if you wanna speculate.
Selling half my COHR calls 😍 another winner I called out Still time to get on CRS
Not a bad idea...but more of a better idea 2 years ago when COHR was $48 and less of one today when it's pushing $220...
You realize COHR and LITE are already up 500% or something like that?