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 (26673)	12/3/2025 11:45:58 AM
From: Elroy	Read Replies (1) \| Respond to of 26787

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.