COHR 是高确信度买入（排名第3），因其在 AI 数据中心连接中的角色、强劲增长以及相对行业被低估。

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.

Now, Coherent is a global leader in what is called optical networking and silicon photonics, which is actually pretty critical right now for the future of AI. See, to train these giant AI models, data centers hook up tens of thousands of GPUs that need to constantly shuttle data back and forth between each other. Well, Coherent builds the advanced transceivers and components that convert all of that electronic data into pulses of light, sending it instantly through fiber optic cables, which unlike traditional copper wiring, these allow much further and faster travel with gigantically more amounts of data and even require just a fraction of the same power.

Nvidia knows exactly how important this is, which is why just earlier this year, they formed a strategic agreement with them to secure future access to Coherent's technology.

As a result of all this rising demand, not only is Coherent expanding even with help of the the the Chips Act, too, but their sales and profits are going through a meteoric spike, which sent the stock price soaring by hundreds of percent just the past couple years.

Excuse me. Now, a recent dip um did actually leave their P/E ratio though at some pretty low levels, trading even 50% lower than the sector median thanks to all of that future growth expected. I do like this one myself. I don't own it yet, um but I will rank them pretty high at number three. And uh I'm just going to adjust the other names here to fit it in.