@gaetano2026 · Exit COHR

Gaetano@Gaetano2026

This 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.”

Read asExit COHR

Since the call—

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High · 0.93Confidence

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