Lumentum is identified alongside Coherent as a photonics stock to consider buying following recent price declines.
Source Post
The creator discusses the shift from copper to photonics in AI data centers, highlighting NVIDIA's $2 billi...
Mikes AINew
The creator discusses the shift from copper to photonics in AI data centers, highlighting NVIDIA's $2 billion investment in Coherent as a key indicator of the industry's future. He suggests that recent pullbacks in photonics stocks like Coherent may present a buying opportunity.
Linked Mentions
Tickers discussed in this post
Coherent is a leader in photonics with strong order backlogs, and its recent 20% pullback is framed as a buying opportunity.
NVIDIA is driving the industry shift toward photonics through significant investments and supply chain commitments.
Linked Signals
Tracked calls opened from this post
COHRbuy opened Jun 13, 2026
-24.67%