Total Ideas
1
Bullish Ideas
1 (100%)
Bearish Ideas
0 (0%)
Recent Activity
"Bottom line: TSMC just gave me even more conviction that Coherent is on the right side of a multi-year infrastructure buildout. Their optics are mission-critical for AI-scale networking, and we’re only getting started. The $10B revenue trajectory by 2027? Still very much in play."
AI Chips Need AI Pipes — Coherent Is Selling the Pipes
Sentiment