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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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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
Anybody dabble in COHR?
COHR shares I bought at worst of tariff fears are close to +100% now lol, looking back with TACO more crystallized its so easy to think to have bought but at the time it did feel wild to keep buying like I was
i bet you listened to this dude and bought cohr and tsem too LOL . "wow you sound so knowledgeable because you said AMD is bad" . all yall clueless. YTD - AMD 15% , NVDA 6% , COHR -19% TSEM -17% looool
Nice! My best was probably HIMS; +90% now. I did COHR as well (+51% for best lots but lower now since I've been averaging up)
best timed lots of the dip? COHR on april 4th now +67% avgo +48% were my best to dca lots
Very thin atm, similar to COHR last night
$COHR * Revenue grew 24% Y/Y to $1.50B driven by strong AI-related datacenter demand * Non-GAAP gross margin improved 490 bps Y/Y to 38.5% * Non-GAAP EPS increased by $0.53 Y/Y to $0.91 * Paid down $136 million of outstanding debt * Recognition as NVIDIA Ecosystem Innovation Partner for AI infrastructure * Received six product innovation awards at OFC 2025 * GAAP net loss of $(0.11) per diluted share * Operating income declined 47.6% quarter-over-quarter * Operating margin decreased 475 bps quarter-over-quarter to 4.8%' Jim Anderson, CEO, said, “We delivered strong growth and profitability in the March quarter with record revenue driven by another quarter of strong AI-related datacenter demand. We also introduced many new industry-leading optical networking products and technologies during the past quarter which position us well for long-term growth.” Sherri Luther, CFO, said, “Revenue growth and gross margin expansion drove a significant year-over-year improvement in our GAAP and non-GAAP EPS. We also paid down $136 million of our outstanding debt. Cash and capital allocation remain priorities for us, as we further improve operating leverage and efficiency, while continuing to make investments for the long-term growth of the company.”
Fingers crossed for ONTO and COHR, Im sure they are gonna move one way or the other lol
April 4th COHR shares now +50% lmao
ANET, NVDA, AVGO, CLS, COHR, PSTG, etc
How attractive are they really though? In the last year, they have all been crashing down/remained steady. Nothing stellar. In the last 1 year: -10% for TXN -4% for IFNNY -21% for SK -50% for MCHP -34% for COHR -37% for ROHCY (last 6 months) -43% for ON -43% for STM -86% for WOLF. So to your point the Market Capitalisation of Wolfspeed did crash the most. So yes it is the "worst" BUT momentarily only. One could argue that once WOLF's factories are running AND the overall down cycle for ALL SiC semis is finished, then WOLF's stock has the greatest upside potential, which is exactly what I am looking for as an investor. Why would I want to park my money in some stocks with no upside? My point being that one should really invest outside of SiC semiconductors right now; as a whole, these companies are all in a down cycle. But if you want to prepare the next cycle (as we can all expect an inevitable push towards electrification), I can't see how you would argue against WOLF's upside potential. Again I'd be curious to know why you expect these other companies to be better stocks to invest into?
For consideration, some of my smid caps (not sure if you have any of these already): AMTM, ONTO, COHR, OPRA, FOUR, EVVTY, NU
COHR shares I bought at the worst are +34% in a few days lmao
COHR DOCN CFLT are my tech / cloud picks I’ll be scooping up as these prices are absurd. XYZ (formerly SQ) is trading at like a P/E of 8.5 now. Lots of good deals amid this pure panic.
No idea why COHR is this weak geez, my timing could not have been worse... They have factories internationally but also US, I dont even think its a higher % of total than dell or similar
Jesus, COHR down over 16%… any reason theyre down so much than others?
Should be interesting too. I think they had a demo yesterday or a few days ago with some of the high speed fiber. Investor day in May too. https://www.stocktitan.net/news/COHR/coherent-corp-to-host-analyst-and-investor-day-on-may-28-z913fpv2yz9q.html
Still expect it to be bumpy, but long term wise, these are solid companies at good prices. Still bullish on COHR with that new CEO.
Swapped some of the defensive names I had been hiding out in to some ai infra I liked higher, $ONTO and $COHR both seem reasonable here, $TSM continues to look good. $AVGO still not super cheap but I dont hate it
Anyone have thoughts on Coherent COHR?
BA, SKYT, COHR, HOOD, ASTS, FUR, RTX, LMT. Bullish on War… Trade and otherwise
I did a similar screen and found several of the asset management firms might be decent buys now - KKR, APO, BX. Also, in the tech sector, VRT, COHR, ONTO and DELL. My screen was: 5yr CAGR > 10%, PEG < 1.0, 3 month price drop > 20%, FCF > 100M, gross margin > 20%.
Adding to RDDT, COHR, QS and SOFI. Unloaded a little PFE
I opened a starter position into COHR on Friday. It's always nice to see money instantly vaporized as soon as you dip your toes in. Everything rides on NVDA. The only problem I see is the level of expectation.
COHR and ONTO looking rough, but still nibbling NVDA tomorrow night has potential to flip ai narrative again
Can add COHR, FIX among others to that list sadly
ODDLY ENOUVH, not actually the same stock, despite the same ticker lol. Coherent (COHR) was acquired by IIVI in 2022 or 23, then IIVI assumed Coherent’s name and ticker as their own. The $200+ price you see in 2021 is the ‘legacy’ standalone Coherent, before they were acquired by IIVI. The $65 price in 2021 is IIVI’s stock before they bought COHR. If that makes sense.
I've been eyeing AGX! CECO and COHR also (after it lost all its earnings gains). But at this point I can't be adding to any of these infrastructure, electrical, etc names until after NVDAs earnings. Can't throw anything more in when it might dump hard again.
COHR and ONTO are what I have been nibbling recently, I had watched for a long time on the sidelines... If the narrative fully swings bearish though prolly a bad idea so only time will tell
Bought some CRM and COHR here. Anyone looking into TTD? It's taken a 50% haircut since December after their ER which wasn't so terrible but a victim of high expectations. But their valuation is still high even after the drop.
$COHR selloff makes no sense to me. Stock is down 20% with amazing earnings beat and pop.
Lots of investors know drones are the hot military procurement item for the next decade, but don’t forget the other side of the equation: countermeasures. Drones all have one big weakness: dependence on optics that are easily destroyed with even handheld lasers. Blind drones are harmless drones. LITR COHR LASR
ONTO seems decent again, kind of over exposed already to the ai/ai chip equip narratives though myself with TSM, ASML, LRCX, and COHR atm
What do you think about Coherent? COHR. I really wonder your opinion.
COHR basically gave up all its post-earnings gains, might take a position here
Same here. I held CLS through earnings, COHR through earnings and bought VRT shares under $110 along with the $120 and $130 calls. I'll hold these through earnings too as long as VRT doesn't hit $135 before earnings. At a certain point, the risk changes enough that I'll have to adjust too.
bullish on them, im in for some $115 calls. meteoric rise though is slightly concerning. if they were priced like $COHR yesterday, I would be dropping alot more $$$
$COHR with that morning boner 
Did everyone miss COHR?
I had PLTR and COHR 
Imagine not knowing about COHR.
I would like the record to note that it briefly touched $100. $CALM -> $IBM -> $DECK -> $BRBR -> $MTCH -> $COHR and we still have a month to go folks.
and $COHR STRIKES NOW FUCKING GET TO $100 so I don’t get banned, 75 cents to go
$COHR Q2 REVENUE OF $1.43B, INCREASED 27% Y/Y Q2 GAAP GROSS MARGIN OF 35.5%, INCREASED 452 bps Y/Y; Q2 NONGAAP GROSS MARGIN OF 38.2%, INCREASED 363 bps Y/Y Q2 GAAP EPS OF $0.44, IMPROVED $0.82 Y/Y; Q2 NON-GAAP EPS OF $0.95, IMPROVED $0.69 Y/Y
$COHR just went vertical for a minute !banbet
Np! Yeah I think COHR is a really interesting company, but the financials make it really hard to understand. However, still kind of a low key way to try to play any data center spend.
I think it's probably really weird because COHR merged with II-VI. Happened a few years ago, but I think the company has generally been like serial acquirers and really broad company, in terms of what they do. [https://www.optica-opn.org/home/industry/2022/july/ii%E2%80%93vi\_wraps\_up\_merger\_with\_coherent/](https://www.optica-opn.org/home/industry/2022/july/ii%E2%80%93vi_wraps_up_merger_with_coherent/) Chip Stock investor gives a pretty good run down of the business and history. That's what always kept me away, is just hard to understand the fundamentals, but could be a great growth story with them bringing in James R. Anderson. Especially if the company really focuses on the networking side of things. [https://www.coherent.com/content/dam/coherent/site/en/documents/investors/investor-presentations/2025/november-6/investor-presentation-20251106.pdf](https://www.coherent.com/content/dam/coherent/site/en/documents/investors/investor-presentations/2025/november-6/investor-presentation-20251106.pdf) If you go to slide 12, you can see it's growing a ton in terms of all their business, probably do to data center spending.
Do you know why COHR fcf/share looks so bad as of late? Topline is great, but fcf/share looks terrible
Also really curious to see what COHR numbers look like after the bell today.