COHR 全部观点

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.

Coherent, ticker symbol CHR, which found a way to make four times more lasers out of every wafer at half the cost.

Coherent and Lum also share some serious risks. First, neither of them make their own raw materials. Second, if hyperscaler spending does slow down, both of these stocks will get hit hard.

data centers account for more than 70% of Coherence revenues. And the third big risk is that indium phosphide shortages and supply constraints mean that both companies have to spend more in order to scale aggressively and they need to do it while demand is hot.