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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
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!
COHR, LITE, MRVL is all you need
$LITE, $COHR, $SIVE These are the play tomorrow. Gorgeous dips.
VRT for datacenter cooling and power LITE/COHR for fiber optic networking that will replace existing copper networking ANET for the network switches that connect the servers together inside the datacenter
Feel like I’ve seen no one mention the COHR and LITE optics jump today
Jesus Christ AAOI LITE COHR
Nvidia trying to buy out all fiber optics supplies ?! First corning then deals with both LITE and COHR last friday
Yes COHR YES IM BOUT TO CUM
any good etf that invests in COHR and LITE?
COHR dumped after earnings, now it's taking off....what did I miss?
AAOI COHR GLW LITE... Opticals > Dram > Semis
Chart is very supportive with excellent support at 8ema Little flush out of positions on Friday but tbh many speculative plays like the photonics sub sector (LITE COHR AXTI) have this type of price action The hyper scalers are dumping money equal to country GDPs into the AI buildout. Follow the money
Silicon photonics is the next bottleneck. COHR, LITE, MRVL. Full deployment won't be for another 2-3 years and is already doubling-tripling as we speak
Wasn't so much market bottom, it was per ticker bottom and a price I wanted. I monitored their PE ratios, and my thoughts, assumptions, and detailed analysis on oils impact. Stated another way, some was gut, some was smarts. E.g. LITE, BE, and COHR were gut. ALAB and MRVL was spreadsheets. When they got to numbers I thought were a no brainer I started DCAing. I was literally on spring break 3/30 buying blocks. Some are up 30% some 100% I'm a huge AI bull and had 30 stocks i wanted back into. This is important to know about me. I'm unwavering in it. Also important to know is my taxed account never changed. I only sold my calls but held shares. Didn't sell a share. My taxed account is stuff I plan to never sell. Timing the market is stupid however. With the Iran war I sold many many MU calls and never bought back in. Had I held them or bought back in, I would have had life changing money. I lose sleep over it.
Me too. Down 5% on the day. Shares only. Fuck. All my high flyers got rekt. ENLT CIEN COHR TPC NBIS IREN etc.
Coherent COHR, the ultra-speculative AI infrastructure play failed to make a new high from April 22
ARM earnings mentioned supply chain issues with memory..I don't know why hardware like KLAC is dropping. Fiber optics because COHR and LITE were up too much, got me. But as far as I can tell 1) no real macro cause (maybe bond yields being up a bit) or 2) AI delusions are driving the general bull market
Basically, I fed the post from earnings-edge (the link above) into Claude asking to sort the tickers along two axis (valuation fragility / thematic fit (in other words, what market loves now). Earnings-edge regularly posts setups listing bull and bear thesis, price action around earnings, etc. Not bad, huh? (Contrarian) DIS: +7% (Sweet spot) UBER: +8% (Stretched, off-theme) BROS: -9% (Danger zone) <- all over the place, which is why it's better to avoid this quadrant DASH: -0.51% APP: +7% AXON: +9% COHR: -7% ARM: -10%
Careful with AAOI, COHR fucked me hard yesterday
COHR with a good buy-in dip
Praying COHR bounces at market open. Really want to dump these calls without taking a massive loss
COHR was down 10% at one point AH to $314. I bought that dip. Big contracts coming soon.
Shoutout to everyone who was also wrecked by $COHR, $IONQ, or $BROS ✨
COHR -10%, calls at open cause they BEAT
COHR: "We expect LTA from a wide group of customers \[not just NVDA\]" Previously: "We expect some significant agreements." Yeah, bought the dip.
COHR gonna turn around any second now
Today a new COHR bagholder was born (me)
Lost my week’s profit on COHR earnings. Oops.
I took the risk with COHR and now they fusk me with no oil or vaseline
Time to become COHR bag holder
Are we holding COHR for earnings?
my tard ass was only looking at PLTR and IONQ this week... completely missed COHR too
IONQ and COHR calls my earnings play for today, wish me luck boys. 🤞🏽🤞🏽🤞🏽
I bought one COHR call so if you want to make a buck grab some puts as I am one of those people with the power to curse anything I touch
people are suggesting photonics or cooling, things like VRT or LITE / AXTI / COHR
Opened today - Calls: COHR • GPGI - Puts: APP Disclaimer: Don't do what I do...
Brother, LITE is up 300% in 6 months, COHR is up 100% in 6 months, AXT is up A THOUSAND PERCENT in 6 months. If you're actually buying that shit you are insane.
LITE COHR AXTI SIVE.ST POET SOI.PA on top of my head
So COHR to the floor and tomorrow we have earnings ummm
Surprised no mention of CRDO. Major player in inter connectivity between gpus within and across server racks. CRDO is a key supplier in copper cables, which is currently the major mode of data transfer. Just made a huge acquisition of an optics company which is projected to be the major driver in next gen data transfer in data centers (see ALAB/LITE/COHR). Solid team of industry vets with a good story for near term dominance (copper), and future growth (optics).
There's optical and laser stocks but half of those are international or ran up a shitton or arent profitable till H2 2026 or beyond I feel like (axti COHR AAOI lite etc) SIMO is interesting for memory I fumbled not buying it at 120 past month but decently underrated even tho it 2xed by now
I focus on the smaller name chip suppliers and have been making huge gains. ALAB, MXL (my biggest gain), ON, MRVL (used to be a smaller name). Module makers are also big, COHR and LITE.
Most of the optical and power semi stocks - LITE, COHR, AAOI, WOLF, NVTS, ON, AXTI, LWLG, etc - report this week too. Could be another boost to semis in general, especially after the memory beats last week and hyperscaler Capex increases and finally reporting some decent revenue from their AI spends.
As far as growth, probably something in photonics. COHR, LITE, IPGP, etc.
Checked on that earlier AVSU AVUS Both invested on AAQI, Lumentum COHR FAbrinet
Correction: Coherent on Wed AH should be COHR, not CORH Happy earnings everyone! Godspeed!
The classics like COHR, AXTI, etc but also keeping an eye on LWLG. Feel like unless I get a good entry, I missed the boat. Just started trading a 3-4 months ago. Hbu?
Yeah, I agree. Networking/optical interconnects might be the cleanest real bottleneck in the AI stack. My basket was AAOI, VIAV, MXL, CRDO, LITE, COHR. Curious, are there any other tickers you think belong here, or do you see the networking bottleneck differently than this basket captures?
LITE PEG is only 0.35 LITE > COHR imo
COHR. Looking into 1-2 month out calls, probably dip toes in today and see how this news cycle shakes out.
Bottleneck is how much heat is generated and how fast data can be moved in and out. For those problems, photonics are key. Companies like LITE, COHR and POET. Then, focus on fiber optic networks, like LUMN.
KOPN to the moon on AI hype train. Micro LED based optical connector. $15 Million purchase order. LITE POET AAOI LPTH COHR FN CIEN
ALMU is a photonics company with an IP advantage that will allow cheaper manufacturing and faster production than anyone else in the market. Once they’re trusted by the hyperscalers they will easily be able to undercut everyone else in the market on price and speed. The reason the stock hasn’t taken off yet is because they are still proving they can scale. But there are several very promising signs that commercialization is around the corner and they have an all star team of ex-nvidia, intel, Kyocera, etc. experienced industry experts working on the transition and recently announced a partnership with tower and sumitomo. Despite all this progress they are still only $350 market cap. To put that into perspective, LITE and COHR are both about $60B market cap, so it has the potential to be a 200x+ over the next 5 years.
Bruh what?? have you even looked at forward guidance? What stocks are you buying? Forward guidance is INSANE right now. You redditors keep thinking data centers getting cancelled and stalled is bad, but it’s so fucking bullish. They’re getting cancelled because the companies originally contracted to build them can’t get their hands on the hardware and energy needed to build them. It’s all being bought out by big players. I’m 50% invested in AI bottlenecks and the demand is INSANE. I invested in LITE at 380 because of the photonics bottleneck and NVDA completely bought them out. I also bought SIVE and now it’s skyrocketing because it can’t meet photonics demands quick enough either. This bottleneck isn’t going anywhere either. All these bottleneck companies have contracts going into 2028+. I’m holding all these stocks (COHR, TSEM, AAOI, SIVE, LITE, SNDK, MU, and more) till mid 2027 then dumping. I’m up 100% - 200%+ on all of these and they’re not going anywhere for at least another 2 years.
Lumentum Holdings (LITE), Coherent Corp (COHR)