$COHR
Coherent IncHow his view evolved
Every substantive take he's posted on $COHR, newest first — each labelled with the stance he expressed at the time.
- Apr 9, 2026Bullish
Here's a bunch of random 30 US-available random stocks I like today and why: 1. $INTC - America's hope for foundry, national security 2. $MRVL - scales rev from future maia asics and add ons like cpo, they do everything lost count 3. $TSM - backbone of semis/ai 4. $COHR - They https://t.co/lMUQJsYKvf
View on X → - Apr 8, 2026Bullish
I feel like $COHR and $MRVL are the two "They Do Everything" longs. That nobody actually knows what they do if you ask them in public. $NVDA? GPUs. $INTC? Foundry. Marvell? No clue. Coherent? No clue. They're the Deloitte of Semis. Both are really solid profitable longs https://t.co/2outElCJK3
View on X → - Mar 13, 2026Bullishconviction 3/4
I've been the first few to cover many supply chain photonic names. Most are up 100-400%+ since I've posted. Here's the TLDR overview of my thesis posts: “Safest” Longs as of Today: - $TSEM (Tower Semi) - $SOI (Soitec) - $COHR - Defensible compounders over time. Soitec - https://t.co/v26IDBGtUA
View on X → - Feb 27, 2026Bullish
@yianisz Agreed! But I don’t quite think it’s crowded quite yet. Most people are in names like $LITE and $COHR and $AAOI is just getting out on their radar. I think there’s a lot of room to go but certainly depends on execution.
View on X → - Feb 25, 2026Bullish
@sslickith Yeah I forgot about my second best friend $COHR. Unfortunately didn’t do a thesis post distinctly on that name so I can’t brag.
View on X → - Feb 24, 2026Bullishconviction 3/4
Year to Date: 412.72% Lot of it is just picking the right sector, profiting off of Jane Street algos weekly, and a bit of luck. In terms of bottleneck longs, these are currently my favorite: 1. Memory - Samsung, Sk Hynix, $SNDK, $MU, $SIMO 2. Photonics - $LITE, $COHR, https://t.co/3DkN332VlO
View on X → - Feb 24, 2026Bullishconviction 3/4
@crypticTooth $AXTI is my favorite just because of their strategic value to the photonics supply chains. Otherwise $LITE is runner up, and largely undervalued if you fast forward two years. But as of now it looks a little overextended. Prob $COHR #3 and $AAOI #4 as another moonshot with
View on X → - Feb 19, 2026Bullish
@PhotonCap I think the nuance is that there’s two different bottlenecks. One is feedstock/refinery processing. The other is InP substrates. Sumitomo/ $COHR sits in one of them but are affected by feedstock pricing like 7n indium nonstandard. The reason I personally like $AXTI the most
View on X → - Feb 11, 2026Bullishconviction 3/4
For the vast majority of retail: If you want to ride the capex trends happening right now, these are probably must have imo: 1. Memory - $MU, Samsung, Sk Hynix, $SNDK 2. Photonics - $LITE, $COHR 3. CoWoS/Foundry/Advanced Packaging - $AMKR, $TSM, $INTC There's a lot of https://t.co/10vakUjUsq
View on X → - Feb 7, 2026Bullish
@Frenchie_ I have $CRDO on there since I felt the selloff to $95 was a huge overreaction. But I am a fan of photonic supply chains like $LITE, $COHR, $AAOI, $AXTI type companies
View on X → - Feb 4, 2026Bullish
@stefano_kerope True, $LITE and $COHR are large beneficiaries from this. https://t.co/A3nxoIQ3iE
View on X → - Feb 4, 2026Bullish
$GOOGL reported earnings and their CapEX spend was enormous. $175-$185 Billion vs. $120 Billion. This is bullish for AI buildout. Follow the money flow down to: - $AVGO, Mediatek, $TSM (design / foundry) - Sk hynix, Samsung, $MU, $SNDK (memory) - $ANET, $LITE, $COHR, $VRT https://t.co/2QCmwmEPXO
View on X → - Jan 9, 2026Bullishconviction 3/4
@Stephan9015 That's up to you. As for me, I personally added $COHR on the 10% drop, they're less materially affected compared to $LITE that needs to buy the substrates. Coherent has their own their own production facilities (albeit limited), and can source feedstock. But uncertain about
View on X → - Jan 6, 2026Bullishconviction 3/4
@ManglaniAkshay @LogicalThesis So I actually like $COHR more than $LITE right now and sold my LITE positions at ~$385. I did some internal research the other day and found some potential issues but didn't publish it yet. That being said it's still a good long but not as high conviction as $NBIS.
View on X → - Dec 30, 2025Bullishconviction 3/4
@1LoneObserver $COHR is amazing and probably the leading US company for InP substrate prod with their new 6in wafer fab. Two nuances: 1. Their production is nowhere close to the scale needed for hyperscalers that $AXTI and Sumitomo currently outputs 2. They are bottlenecked by
View on X → - Dec 29, 2025Bearish
@gunnaosrs Don’t think hyperscalers understand the danger yet. $COHR is the leading “virtually integrated” American company. But the risk is it’s still stuck in the bottleneck for InP feedstock and buys 6N InP polycrystal (feedstock) from the merchant market. If the companies above stop
View on X → - Dec 27, 2025Bullishconviction 3/4
@VulcanMK5 Yep, $LITE and $COHR are amazing and are up quite a bit since they tons pricing power. Go few levels deeper into $AXTI (vertically integrated), Sumitomo -> Dowa, etc. the concentration risk + bottleneck flashes warning signs. With HBM, it was an investment opportunity when
View on X → - Dec 22, 2025Bullish
@EccShibaInuInv I only have $LITE and $AAOI lol. But how I'd frame it is $LITE and $COHR are basically duopolies in photonics. With $LITE extra leveraged on Google TPU growth. Then there's $AAOI, extreme alpha + leverage call on $MSFT + $AMZN hyperscaler ASICs. No action yet, no major runup
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