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Coherent ($COHR) DD – One of the Most Overlooked AI Infrastructure Plays? Everyone is obsessed with: \- NVIDIA \- AMD \- TSMC But almost nobody is paying attention to the companies enabling AI clusters to actually communicate at scale. That’s where Coherent comes in. \--- \# What does Coherent actually do? Coherent Corp. operates in: \- Optical networking \- Photonics \- Lasers \- Optical transceivers \- Datacenter interconnects \- Indium Phosphide (InP) \- Silicon Carbide \- Semiconductor materials & components …
— ORIGINAL POST ·
Coherent ($COHR) DD – One of the Most Overlooked AI Infrastructure Plays?
· r/stocks
· May 14, 2026