Is $COHR one of the more overlooked AI plays right now?
Is $COHR one of the more overlooked AI plays right now?
Everyone talks about , , and , but I’ve been seeing more people mention Coherent Corp. lately. From what I understand, they’re basically helping AI data centers move data faster through optical networking/photonics instead of just focusing on raw compute.
What caught my attention is that the AI demand actually seems to be showing up in their numbers already with revenue growth, improving margins, and expanding production capacity. Feels like the market is starting to realize AI infrastructure isn’t just chips anymore.
Still trying to figure out if this is a legit long-term AI infrastructure play or just another stock getting pulled up by the AI wave. Anyone here following ?
it is refreshing to talk about something other than just chips for a bit. coherent corp has been on my radar too because of that shift toward optical networking.
