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$COHR

Coherent
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Coherent manufactures lasers and photonics solutions for industrial, scientific, and medical applications.

sentiment mix
bull 89%bear 0%neu 11%

signal summary

latest high-conviction thesis
Huang: Coherent's indium phosphide lasers fundamental to NVIDIA's AI factory scaling▾

Coherent's indium phosphide lasers manufactured in Sherman are essential for NVIDIA's silicon photonics interconnects, enabling optical connectivity across hundreds of thousands of GPUs in AI factories.

jensen huangT1NVIDIA2026-06-25
confidence 88 / 100impact High
key themes
  • AI Infrastructure73%
  • Semiconductors64%
  • Networking & Optical Infrastructure55%
  • Grid & Power Infrastructure45%
  • Data Center Infrastructure36%

bull thesis · 16

87 / 100
  • •Tae Kim: Nvidia bought stake in Coherent to secure optical supply chain
  • •Tae Kim: Nvidia's strategic investment in Coherent optical components secures supply chain control
  • •Gavin Baker's optics bet: Coherent up 85% YTD on photonics for GPU interconnects

bear thesis · 0

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mentions · 18

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Sourcery VC$10T to Move Data from Kilometers to Millimeters | Lumentum CEO2 mentions · 0▲ 0▼ 2○ · 2 months ago
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TBPNTae Kim Sounds Off 🗣️🗣️🗣️, Big Companies Are Hiring Again, HBO Goes Short Form1 mentions · 1▲ 0▼ 0○ · 2 months ago
0:0020:0040:001:00:001:20:00
NVIDIANVIDIA & Coherent: Reindustrializing America, Manufacturing for the AI Era2 mentions · 2▲ 0▼ 0○ · 3 months ago
0:005:0010:0015:0020:00
Stock Talk WeeklySTOCK TALK - ZOOMING OUT1 mentions · 1▲ 0▼ 0○ · 3 months ago
0:0016:0032:0048:001:05:00
Limitless PodcastLeopold Aschenbrenner says "No More Stocks!"1 mentions · 1▲ 0▼ 0○ · 3 months ago
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Dwarkesh PatelJensen Huang – Will Nvidia’s moat persist?1 mentions · 1▲ 0▼ 0○ · 5 months ago
0:005:0010:0015:0020:00
Michael SikandI Asked Jensen Huang What AI Stocks He's Buying At Nvidia GTC2 mentions · 2▲ 0▼ 0○ · 6 months ago
0:003:007:0011:0015:00
Michael SikandWhy Nvidia Just Bet $4B On Photonics1 mentions · 1▲ 0▼ 0○ · 6 months ago
0:002:005:007:0010:00