Kirk's Market Thoughts Message Board

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Non-Tech : Kirk's Market Thoughts

COHR 192.84

+3.8%

Dec 9 3:59 PM EST

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To: nicewatch who wrote (16557)	8/17/2023 1:14:58 PM
From: Kirk ©	Read Replies (1) of 26744

Looks like a good plan. I got some for my GF under $30 yesterday and she made me some of her BBQ pork noodles. When doing your research, try to find out who the top two customers are. My guess is Samsung and Apple who buy VCSELs which I believe would see lower demand due to falling sales at Apple as people hang on to their phones until the economy turns up again with lower inflation not eating all their salary gains. But it could easily be the big data center companies like MSFT and GOOGL buying transceivers for their AI farms. Remember too that volatility is good if you are both confident and correct about the long term.

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