Semi Equipment Analysis Message Board

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Technology Stocks : Semi Equipment Analysis

SOXX 297.50

-2.6%

Nov 6 4:00 PM EST

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To: Sam who wrote (95039)	9/11/2025 10:07:25 AM
From: Elroy	of 95378

They were both around 90 in July but then COHR dropped while LITE shot up and I haven't been able to figure out why. Didn't COHR have a big price drop the day after reporting Q2 results? That may be "why"! I've got some COHR Mar '26 calls, in a variety of strikes. I'm hoping one or two fresh quarterly results can erase whatever it was in the Q2 results that caused disappoinment, and get investors back on excitement train for future results driven by whatever COHR does that may one day appear bigly in AI data centers. I'm not that familiar with the details of the biz (as if that was already apparent by reading my "investment thesis" above)....

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