SI
SI
discoversearch

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 (27234)2/4/2026 5:32:49 PM
From: Elroy  Read Replies (1) | Respond to of 27357
 
COHR report looks fine to me. Continued sales growth and expectations of strong growth for the next six quarters (through fiscal 2027). What else could one ask for?

I don't know enough about the details to go picking into the weeds of the commentary.

Seems like investors are looking for reasons to get out of the AI trade, and down is always faster than up!