“NVIDIA is Buying 8 Smaller A.I. Stocks for the Future! (Should You Follow?)”
COHR is a high-conviction buy (ranked #3) due to its role in AI data center connectivity, strong growth, and undervaluation relative to the sector.
All right. Now, up next here at holding number five, well, we're going to um stay inside the AI data center, but look at a completely different and often kind of overlooked what is a major bottleneck for AI.
Uh because having the fastest AI chips in the world really doesn't matter much if they can't communicate with each other at incredibly fast speeds. And that's going to bring us over to Coherent, ticker symbol COHR, where Nvidia is holding a huge bag of more than $3 billion, almost 5% of their entire portfolio.