$Coherent (COHR.US)$ bought some at 61.5 after market. The valuation has been compressed to historical level. growth is decelerating but still sizable in eps growth due to margin expansion.

$Coherent (COHR.US)$ pummmmmmmmmmmmmp

$Coherent (COHR.US)$ This was the second largest position of the Duquesne hedge fund by Druckenmiller in Q4 of 2024. He probably left when it was traded above 100 and switched to healthcare names.

$Coherent (COHR.US)$
We are facing short term pullbacks of the market, that is a fact. But with great earnings coming out of COHR, undervalued. Entry opportunities for long term.

$Coherent (COHR.US)$ is leading as the frontline among the major players for 800G, the next big thing in data center. Upcoming optics conference will be another game changer.

$Coherent (COHR.US)$ I don’t like this chart. The earnings report was good. But it seems under distribution. The bulls need pull up a leg, but that seems limited by valuation. Any bad news in the future could present big downside risk with this chart.

The recently announced $500 billion Stargate Project, a joint venture involving OpenAI, Oracle, SoftBank, and MGX, aims to significantly enhance AI infrastructure in the United States. This ambitious initiative is poised to benefit a wide array of companies across various sectors:
1. Core Partners:
• $Oracle (ORCL.US)$: As a primary collaborator, Oracle is expected to see substantial gains through the integration of its cloud services into the project’s A...

$Coherent (COHR.US)$ Wow.

$Coherent (COHR.US)$ I don't know what I feel hahaha. why da hell didn't I risk low of day. could have been a monster trade. anyways, I've learnt a lot from this and have tinkered my playbook slightly to define risk a better.

$Coherent (COHR.US)$ nice