$COHR · 海外大V持仓追踪

$COHR 现在是什么情况？

最近有人说了 $COHR 什么？

下面是最近 8 条提及 $COHR 的公开帖，按时间倒序。每条都附原帖链接，可自行核对。

• 2026-09-01中性原文
  @lijiu163076 $NVDA is growing at a capacity constrained 70% next year, which is ridiculously good. My opinion is that it's hard to go wrong with Nvidia, because it's almost like a semiconductor ETF? They own decent parts of $INTC, $MRVL, $LITE, $COHR, $NBIS, and Mediatek now.
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• 2026-09-01中性原文
  @DZMakeMoney I can’t give advice over what people should do with their trades. Personally speaking, I think $AAOI outperforms in 2027 and the $AXTI InP substrates bottleneck/chokepoint got validated. With AXT it’s more of a matter of ASP hikes moving forward with their agreements like $LITE and $COHR. AXT is negatively affected by high beta AI sector selloff recently with macro. AOI has a very disappointing $600m ATM so that’s a lot of near term overhang. But doesn’t affect their 2027 transceiver demand visibility and they should finish 1.6T qualifications soon. Past 2 month has seen major corrections, but there’s a lot of opportunity too depending on what you find compelling
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• 2026-08-31中性原文
  $TSM Vice President of Advanced Packaging: "Foundries can scale up the optical engine, but the real bottlenecks to large scale deployment lie elsewhere... Including lasers, optical fiber, fiber-optic connectors, and test" (UDN) Just some bucket ideas: Lasers: $LITE, $SIVE, $COHR, LandMark (3081), LuxNet, Sumitomo, Furukawa Optical fiber / FAU: Foci, Browave, $GLW, Sumitomo Fiber Optic / CPO Connectors: BizLink, $GLW , Fujikura, Nextronics, COXOC CPO testing: MPI (6223), Advantest, $FORM, Msscorps, $KEYS, Chroma (disclosure: exposure to theme above, individual names not named by TSMC) There are others I like as well, such as ShunSin, which now has explicit TSMC COUPE exposure but probably belongs under a different category like packaging/integration. eg. "Foxconn unit ShunSin confirms TSMC COUPE partnership" I don't think there's anything too new vs. H1, aside from ongoing news (eg. FAU looks like there will have a demand imbalance in 2027, from a report last week). But it's helpful to reiterate overall beneficiaries from time to time...
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• 2026-08-30中性原文
  It’s been a little disappointing to see a pattern with some people I've interacted with on X: - try to engage with the same audience, then quickly move toward aggressively monetizing it - get upset when I choose not to participate in or amplify paid groups - throw out personal or illogical attacks and try to reframe that as simply disagreeing over fundamentals When I first joined X, a lot of finance content revolved around watches/private jets + options, paywalled communities promising the "secrets of Wall Street," and squiggly-line charts. One of the things I've wanted to do differently is publish my research and reasoning openly, for everyone. I think this definitely resonated with folks given my follower growth. But of course, this growth can also create friction with people whose business models rely on using X to funnel audiences into paid services or expensive paywalls. My subscription has been $1 for months and will stay at the minimum, despite claims at the beginning I would raise it to $100. All of my core theses are published on the main timeline for free. I could put substantially more behind a paywall. I just don't want to. I just prefer sharing the ideas openly and letting everyone decide for themselves. Many ideas have worked out well: $AXTI, $NBIS, $AEHR, $MU, $INTC, $EWY, $MRVL, $LITE, $RPI, $IQE, $SOI, $TSEM, $ARM, $COHR, and a lot more. Others ran into unexpected industry delays, like $LPKF with glass substrates and Auros with hybrid bonding. Some are still playing out into 2027/2028, including $SIVE, Foci, Shunsin, $CCXI, $XFAB and the broader CPO/humanoid themes. Some are brand new like Etron/ESMT for DDR2/DDR3. And many like $JBL to Murata to $MXL, I just share for fun to see if the idea is right. Not every idea will be right. That's part of research. But I'd much rather have an X where people openly publish the thesis and reasoning so everyone can learn from it. Than one where information increasingly disappears behind $100 paywalls or becomes diluted with engagement-bait noise. Hopefully I can help create a new culture on X rather than amplify the old one.
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• 2026-08-30看空原文
  Just my final recap on thoughts + fundamentals of $SIVE from ER: Pluggables (1.6T Ramp) for 2027: - $JBL (1.6T LRO, confirmed) Orders H1 2027, Ramp H2 2027 -> -> Likely multiple hyperscaler customers - 3 pluggable makers (evaluation) - 3 pluggable makers (supply assessment) Reference Design for likely H2 2027–28+: - $GFS (Globalfoundries) SCALE (confirmed)) -> -> Likely $AMD and other hyperscalers as CPO customers External Light Sources / Optical Engines for 2027: - $POET (confirmed) -> -> Lumilens / hyperscaler end users - O-Net (confirmed) -> -> Massive ODM/OEM for Hyperscalers + Asia - Likely $AEVA (mapping) -> -> supplying to OE -> hyperscalers / lidar - SemiNex (confirmed) Optical I/O for 2028: - Ayar Labs (confirmed) -> -> Likely $AMD, ALchip, and hyperscaler ASIC program end users + $NVDA NVLink - $MRVL Celestial (potential customer from 2023-2024 disclosures) - Lightmatter (potential customer from 2023-2024 disclosures) - Lightelligence (potential customer from 2023-2024 disclosures) Then potentially $AAPL for 2028 for next-generation wearable updates and other programs from TFLN with Lightium. In terms of capacity allocations: - Win Semi - 1 other foundry (with tremendous allocations) during an InP CW DFB laser shortage. These are all on-going developments/qualifications since Sivers is targeting next-generation SiPH + CW with 1.6T and CPO for 2027-2028. Especially as Goldman Sachs models the CPO opportunity going from effectively near-zero today to ~$91B TAM by 2028. However my criticisms were: => Main focus was not on communicating economic scale of 2027-2028 optical ramps to Western audiences. => Legal vagueposts around NASDAQ listing should be dropped, and clear direction should be set + executed faster on. =>Too much focus was put on defending smaller current revenue/TTM revenue/pipeline conversion (allspace, Tachyon.) relative to future qualifications/partner size/capacity/potential. $SIVE needs to position themselves as a forward looking, global hypergrowth optical company supplying lasers to hyperscaler programs. And not let the narrative get dominated by backward looking metrics. And as Morgan Stanley put it... "Key [CPO] participants include … $LITE, $COHR, and Sivers laser supply". I'm personally a happy $SIVE shareholder for high-beta exposure to the next 2027-2028 optical shift with 1.6T/CPO.
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• 2026-07-23中性
  $INTC 和 $AMD 将与中国客户签署用于 AI DCs 的 CPU LTAs（Reuters）。 - 据消息人士称，自年初以来，中国部分 CPU 产品价格已上涨超过 40%。 - 部分产品环比涨幅超过 10% 由于 AI 推理带来的 CPU 配比需求，CPUs 本就已经是瓶颈…… 但 LTAs 的更广泛趋势似乎正在从以下领域出现： - Memory，$MU、Samsung、$SNDK 和 SK Hynix 签署 DRAM/NAND LTAs。 - Photonics，$LITE、$COHR 签署 EML LTAs。以及近期 Trendforce 报告称，$AMD 和 hyperscalers 现在正在寻求 CW LTAs。 而且我相信还有更多，从 MLCCs 一直到 substrates。 瓶颈投资者 +1……如果你有跨越多年的 take-or-pay 需求，就很难成为一个“会破裂的泡沫”。
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• 2026-07-16看空
  @afasano23 大摩三天前的研报里把 $SIVE 和 $LITE、$COHR 一起列为三大核心CPO激光标的。 Fidelity、摩根大通等机构已经开始建仓。他们最近的机构轮超额认购，定价57瑞典克朗。 这些都是在为纳斯达克上市做铺垫。 我个人认为现在存在短期流动性和远期营收之间的错位，机构应该是在借机布局。
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• 2026-07-15看空
  @meikozz_2026 我没看出有什么根本性问题。市场时不时来一次大幅回调，把杠杆/保证金冲掉，然后才能继续往上走，这很正常。 这个月似乎就是这样的时间点？ $POET 财报证实，$LITE、$COHR 这些光学大厂的产能已经完全卖光
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