COHR

you definitely want to be a buyer that's on on this pullback

Those are the areas that I'll start like dipping my toe in

I'm buying on some key psychological levels

I think it's the right level to buy. I'm going to bless it.

Bloom Energy, Nvidia's, Core Weave, Coherent, Lumentum, Marvell, SanDisk, Micron, Western Digital and Sharon AI.

companies like coherent, which is on the optics side, all parts of, building the infrastructure on the data center, I think they'll all be beneficiaries

Coherent sits at less than half the valuation of key peers like Lmentum, presenting immense long-term potential upside for investors everywhere looking for major asymmetric value.

I THINK THIS WHOLE BASSETT DEBT I CLIEWPPEDDING COHERENT SHOULD BE OWNED IN CASE THERE WAS A BAN COMING IN.

COHERENT HAS ABOUT 20 PRODUCTION FACILITIES ACROSS MULTIPLE STATES, AND THIS IS PROBABLY THE ONLY AMERICAN COMPANY THAT CAN SUPPLY IF A TARIFF BAN CAME OUT.

ANY WEAKNESS TO BUY THESE SPECIFIC NAMES. HE LIKED OPTICS NAMES AS WELL, MOMENTUM WHICH BOUNCED OFF A 200 DAY MOVING AVERAGE AND COHERENT.

I do like these things as long-term investments in more of a speculative type play.

I do like Coherent here as it pulls back to near the 100 day moving average.

Broadcom, Marvel, Coherent