—return · 30D
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Gaetano@Gaetano2026This is one of the biggest near/mid term legitimate bear cases for $COHR The very last line There is good reason to believe that there aren't that many 6 in. substrates that are being delivered (before even talking about what COHR can yield from them) There will be a major
Chill Banker@ChillBanking“We believe optical represents one of the biggest transformations in the Data Center and see upside to $LITE, $AVGO, and $CRDO as key enablers.”
