SeniorVip
Oct 11, 6:58 AM
Buy
$COHR and
$AAOI now. Both should beat for the following 10 quarters. Their stock price should go up 10x minimum by the end of 2029.
$LITE still good but
$COHR will be better and
$AAOI will be the best.
With
$LITE Running out of capacity and "sold out of its optoelectronic parts through 2029 and has struggled to meet demand for its laser chips.",
"Lumentum's supply shortfall could mean that hyperscalers, such as Microsoft, will turn to other optical suppliers, such as Coherent
$COHR and Applied Optoelectronics
$AAOI , to fill the gap."
Lumentum Can't Keep Up With AI Demand-and Its Stock Is Surging
https://www.webullapp.com/news-detail/15718820341220352?__app_cfg__=%7B%22supportTheme%22%3Atrue%7D&sourcePage=QuotesFragment&tickerId=913255767&audioNewsPlayedDuration=&theme=1&color=2&hl=en&android_sdk_int=35&canary-version=&_v=1&sp=1&statusBarHeightV2=29&isLite=false&wbFontSetting=standard&wbFontUnit=29&wbFontSize=29&isSubsNews=false
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