Broadcom is mentioned as an exception to the high valuations seen in other connectivity companies.
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Is Coherent the Ultimate Value Play in Photonics?
Sep 23, 2026
The creator discusses Coherent as a potential value play in the photonics sector, contrasting it with other expensive companies in the connectivity space. While acknowledging the difficulty in finding value, Coherent is presented as a possible option for value investors seeking a good deal.
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Coherent is presented as a potential value play in photonics, offering a broad-based platform that could benefit from winning connectivity layers, especially as other connectivity companies are considered expensive.
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