in postCOHCOHRLONG

“$COHR sounds really strong in terms of its six inch InP capacity, yields, and ramp.”

COHR's 6-inch InP ramp is ahead of schedule with booked-out order slots through 2028 and an NVIDIA supply deal through 2030, making supply execution the sole lever on revenue.

COHCOHRLONG@ $404.63

$257.80-36.29%

since call Jun 25

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