Gaetano
@crux_capital_ · ×1.0
May 19, 2026, 08:33
Bullishscore +0.760· conf 90%· USD 378.00May 19, 2026, 08:33
作者明确表示这是自己最大持仓之一，并称这些持仓构成了投资组合的大部分。
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COHR
NASDAQstockCoherent Corp.
Technology · Semiconductors
Auto-added by twitter-stock-ingest from tweet mention detection
KOL voices
4
12 mentions total
Average tone
+0.50
Net bullish
Bullish share
75%
9 of 12
Last mention
1d ago
First seen 2mo ago
Tone distribution
▲ 9= 3▼ 0
Ren
@Ren_aramb · ×1.0
May 19, 2026, 05:14
Bullishscore +0.760· conf 88%· USD 378.00May 19, 2026, 05:14
作者认为该公司垂直整合和数据中心增长强劲，利润率还有扩张空间。
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Serenity
@aleabitoreddit · ×1.0
May 3, 2026, 04:12
Bullishscore +0.720· conf 84%· USD 378.00May 3, 2026, 04:12
作者把该公司作为自己提前发现光通信超级周期的成功案例。
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Gaetano
@crux_capital_ · ×1.0
May 18, 2026, 03:56
Bullishscore +0.680· conf 86%· USD 378.00May 18, 2026, 03:56
作者表示自己的策略更依赖重仓规模大、需求关键且受益明确的公司，并将该公司列入其中。
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Serenity
@aleabitoreddit · ×1.0
Apr 25, 2026, 20:00
Bullishscore +0.640· conf 78%· USD 378.00Apr 25, 2026, 20:00
作者认为光通信是最新超级周期，该股仍属于重要阶段性受益者。
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Serenity
@aleabitoreddit · ×1.0
May 12, 2026, 05:47
Bullishscore +0.620· conf 74%· USD 378.00May 12, 2026, 05:47
作者把该公司列为自己喜欢的光通信相关标的。
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Serenity
@aleabitoreddit · ×1.0
May 13, 2026, 04:06
Bullishscore +0.580· conf 76%· USD 378.00May 13, 2026, 04:06
作者认为美国现有光通信公司仍能受益于新周期。
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Paradis Labs
@ParadisLabs · ×1.0
May 17, 2026, 10:17
Bullishscore +0.560· conf 76%· USD 374.21May 17, 2026, 10:17
作者认为光通信属于人工智能瓶颈，相关公司会继续表现。
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Paradis Labs
@ParadisLabs · ×1.0
May 17, 2026, 10:11
Bullishscore +0.560· conf 76%· USD 374.21May 17, 2026, 10:11
作者认为光通信属于人工智能瓶颈，相关公司会继续表现。
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Paradis Labs
@ParadisLabs · ×1.0
May 20, 2026, 14:49
Neutralscore +0.060· conf 58%· USD 372.69May 20, 2026, 14:49
作者把该公司列入财报读数相关供应链，未给出独立立场。
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Serenity
@aleabitoreddit · ×1.0
Mar 18, 2026, 01:59
Neutralscore +0.040· conf 70%· USD 378.00Mar 18, 2026, 01:59
COHR appears as a reference point for the type of future light-source role Sivers could play in optical supply chains.
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Serenity
@aleabitoreddit · ×1.0
May 8, 2026, 07:35
Neutralscore +0.010· conf 81%May 8, 2026, 07:35
COHR is referenced alongside LITE as an example of a better-funded incumbent competitor, without a direct investment stance.
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