Buy COHR by May 16, 2026.

As yall know, AI has been absolutely booming in the past few years. When it first rolled around, the obvious bottleneck was the physical supply of chips, which is why companies such as Nvidia and AVGO (just to name two) skyrocketed and 10x in a few years. Last year, we saw a boom in energy demand, as data centers (i.e. hyperscalers) realized the insane energy demands needed to get these largely build data centers into action. Now, the market seems …