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Non-Tech : Kirk's Market Thoughts
COHR 229.31+3.1%3:59 PM EST
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To: Kirk © who wrote (27220)2/1/2026 1:02:03 PM
From: Elroy   of 27228
 
I reread the previous COHR conference call last night. It sounds like there is plenty of demand and they've got orders going out for many quarters. Given that, I wonder how they beat or miss expectations in the current quarter. They seem like they're probably capacity constrained, so if they can open new manufacturing faster the thought sales should be better than forecast, I suppose.

And there was some component (iridium?) which they need to make their product which was in short supply, but is becoming more available.

I got no idea what to expect, but for some reason I think the stock price reaction to the Wednesday results is going to be positive. I'm short next Friday $220 covered calls against 10% of my position, and I'm short some April $165 covered calls (which began as $125 covered calls back in November and have been rolling and rolling trying to catch up to the stock price, without luck) but the rest are unencumered.

My long call options expire in April. Strikes $100 and $130...
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