Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Non-Tech : Kirk's Market Thoughts -- Ignore unavailable to you. Want to Upgrade?

To: Kirk © who wrote (25827)	9/8/2025 6:37:12 PM
From: Kirk ©	Respond to of 26443

Ha! Maybe Intel! LOL INTC would be far more affordable ($107B vs $346B for AVGO) and about the right size for COHR (only $15B) to swallow like a snake swallows a hippo. .

To: Kirk © who wrote (25827)	9/10/2025 12:45:45 PM
From: Sam	Read Replies (1) \| Respond to of 26443

Well, I just sold the last of my Lumentum for 167.45. I bought both it and COHR (as IIVI back then) in the 40s and the 50s a few years ago and watched them both dip and boom over the years as well as fighting over Coherent. I'm not really certain why LITE has doubled over the past three months while COHR has languished (relatively speaking!) by only going up by around 40% so I decided to sell the one. The question is, why is COHR lagging by so much? Even CIEN has appreciated more they have. Is it the debt overhang? I am thinking about buying more on a pullback but I am also considering just getting out now because this melt up is starting to feel a little scary, shades of 2000. What do other people think?