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CO Druckenmiller's largest new position is Coherent, a company producing highly specialized industrial components like lasers and thermal imaging.…
The YouTuber recommends buying Coherent, noting that Nvidia invested $2 billion in the company to secure capacity and accelerate R&D for optical interconnects. Despite this strong backing and multi-year revenue commitments, the stock is down, making it cheaper without fundamental weakness.
The YouTuber recommends buying Coherent, noting that Nvidia invested $2 billion in the company to secure capacity and accelerate R&D for optical interconnects. Despite this strong backing and multi-year revenue commitments, the stock is down, making it cheaper without fundamental weakness.
“Basically, all these optical networking companies just got cheaper without getting any weaker.”
The YouTuber suggests Coherent as a buy, noting Nvidia's $2 billion investment for specialized fiber optic transceivers. This highlights Coherent's importance in enabling high-speed data transfer within AI data centers, making it a key beneficiary of Nvidia's strategy to build out the necessary physical infrastructure for its products.
The YouTuber suggests Coherent as a buy, noting Nvidia's $2 billion investment for specialized fiber optic transceivers. This highlights Coherent's importance in enabling high-speed data transfer within AI data centers, making it a key beneficiary of Nvidia's strategy to build out the necessary physical infrastructure for its products.
“They dropped $2 billion into Coherent for specialized fiber optic transceivers.”
The YouTuber identifies Coherent as the winner among five AI infrastructure stocks due to its strong financial health, particularly its clean balance sheet and ability to manage debt. While acknowledging it's a tactical play rather than a long-term hold, Coherent is positioned as the most resilient in a potential financing crunch, making it a preferred choice for short-term exposure to the AI buildout.
“The scoreboard says Coherent is the only one acting like a grown-up business right now.”
The analyst is watching Coherent and plans to buy on pullbacks at key psychological levels, specifically around $200 and $170, based on Fibonacci levels. She sees it as a physical AI layer, essential for optical networking technology that allows AI models and GPUs to communicate as AI centers grow.
The analyst is watching Coherent and plans to buy on pullbacks at key psychological levels, specifically around $200 and $170, based on Fibonacci levels. She sees it as a physical AI layer, essential for optical networking technology that allows AI models and GPUs to communicate as AI centers grow.
“So, I'm buying on some key psychological levels. This is kind of like a physical AI layer. As all of these AI centers grow, all of these AI models need to talk to each other.”
The YouTuber recommends Coherent as the world's largest vertically integrated photonics company. It manufactures laser chips, optical engines, and transceiver modules, and is one of only two companies making both indium phosphide and silicon photonic engines. Its revenue has grown significantly, and it recently received a $2 billion strategic investment and multi-year purchase commitment from Nvidia, with an attractive PEG ratio of 1.1.
The YouTuber recommends Coherent as the world's largest vertically integrated photonics company. It manufactures laser chips, optical engines, and transceiver modules, and is one of only two companies making both indium phosphide and silicon photonic engines. Its revenue has grown significantly, and it recently received a $2 billion strategic investment and multi-year purchase commitment from Nvidia, with an attractive PEG ratio of 1.1.
“On March 2, Nvidia announced a $2 billion strategic investment with a multi-year purchase commitment. All that, and they have a peg ratio of about a 1.1.”
Druckenmiller's largest new position is Coherent, a company producing highly specialized industrial components like lasers and thermal imaging. Despite a recent dip in earnings due to a temporary slowdown in industrial investment, he believes the future is bright. He applies his mentor's philosophy: buy when earnings are low and capacity is constrained, as this signals future growth and margin expansion. The company is expected to see significant earnings recovery and double-digit growth as industrial spending resumes, especially with anticipated rate cuts.
Druckenmiller's largest new position is Coherent, a company producing highly specialized industrial components like lasers and thermal imaging. Despite a recent dip in earnings due to a temporary slowdown in industrial investment, he believes the future is bright. He applies his mentor's philosophy: buy when earnings are low and capacity is constrained, as this signals future growth and margin expansion. The company is expected to see significant earnings recovery and double-digit growth as industrial spending resumes, especially with anticipated rate cuts.
“coherent todos los años crece mucho crece un 17 un 19 un año un 70 un 30 sin embargo el 2024 va a ser el primer año que decrezca vale pues aquí es lo que dice drucken Miller de ahora es cuando me interesa porque sé que el futuro cuando está tan mal un año pues probablemente va a ser mejor”
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5 finance YouTubers analysed Coherent with qualified reasoning — consensus: Buy, average analysis quality 79/100. This is not financial advice; review the individual analyses and sources above.
Among the channels covering Coherent, 4 are buying and 0 are selling or avoiding — overall Buy.
Only qualified analyses count: a clear buy/sell stance on Coherent with real reasoning (valuation, fundamentals, a catalyst or a chart setup). Passing mentions are excluded.