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Non-Tech : Kirk's Market Thoughts

COHR 173.39

-2.8%

1:17 PM EST

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To: Kirk © who wrote (26673)	12/3/2025 11:45:58 AM
From: Elroy	Read Replies (1) of 26779

I own a bit of COHR March '26 calls which were out of the money when I bought and now well in the money. I think I bought them after a Q2 2025 bad quarterly report stock price dip, and just because you guys talk about it often. I don't really know their business other than it's photonics, which I can't say I remotely understand. I guess photonics in the data center is a hot growth segment for obvious reasons. I asked Perplexity who are the major photonics companies and LITE was another. I breezed some LITE results and they (in that quarter) had much stronger sales growth than COHR, but I don't know if it's organic or via acquisition or what. From what little I know and the recent share price performance, the space seems worth following. So I've got a bit of COHR exposure and I'll try to read up quarterly results on a few of them when they appear.

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