COHRCoherent Corp.NeutralCoherent Corp.
5d ago on
Nice to see $COHR with more diversification in their 6-in substrate suppliers https://t.co/7QULZK57gU
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Photonics/Physical AI Company Coverage On Substack https://t.co/Dohj9x6xib
Cite asCryptoQuant has tracked the directional calls on COHR by @Gaetano2026 on X since Nov 2025: not yet scored on COHR (as of Nov 11, 2026).
Other assets covered (19)
9 COHR calls on record, a thin history.
Relative view by default: fewer than 30 COHR calls or days on record.
Sentiment timeline shows relative sentiment within this analyst's history. A perma-bull showing 8 bullish : 2 bearish in a bear market sets that as their baseline. If you notice any errors, claim @Gaetano2026 to submit corrections.
Hover the chart to read the thesis of that period · click a day to pin it
Nice to see $COHR with more diversification in their 6-in substrate suppliers https://t.co/7QULZK57gU
View original →COHR, QCOM, VIAV, MTSI, BKSY, AEVA, OUST, GFS Earnings Analysis
I know this is a very tough market right now. Everyone in AI tech is feeling the pain. As always my goal is to continue to cover these companies as comprehensively as possible, so everyone can stay updated on their progress and identify which are best positioned for a portfolio. And we have a lot to cover today. Let’s get right into it. Read more
View original →Some details from the $COHR call that stood out: 1) Almost every recently signed TLA includes some form of upfront customer funding, such as prepayments or development payments. As Jim Anderson put it, customers have “skin in the game” on the capacity being built for them. 2) Internal InP output doubled, but the internal versus external sourcing mix “hasn't changed much in a year.” Transceiver demand grew fast enough to absorb the additional supply. 3) Scale-across revenue exceeded $200M and nearly quadrupled YoY, “ahead of MultiRail.” That product’s revenue ramp is expected to begin in the March quarter. Coherent is spending heavily to expand, but customers are helping fund capacity.
View original →$COHR In Q1, we signed another significant PhotonLink LTA with a major AI company. The total revenue value of this new LTA is approximately $20 billion over 5 years. https://t.co/dcZf23I3FD
View original →Well done $COHR Also, need to hear more about that $20B Photonlink agreement... https://t.co/toScBWqN9u https://t.co/1iFRV1hIL6
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