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Non-Tech : Kirk's Market Thoughts
COHR 199.44+0.9%12:45 PM EST
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To: Kirk © who wrote (19107)6/3/2024 4:00:41 PM
From: Kirk ©2 Recommendations

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BTW, if my hunch that COHR is going to be the AVGO/Broadcom for the "age of AI, IOT and EV" then Lattice is probably a great buy when the dust settles (or now for the high rollers) as it might get gobbled up by COHR. Currently, Finisar/II-VI is still trying to absorb Coherent so it may be a while before they have the bandwidth for another acquisition of roughly equals.

kirklindstrom.com

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