🌟🌟🌟Following a jaw dropping

🌟🌟🌟Following a jaw dropping, triple digit revenue explosion from $Lumentum(LITE)$ , all eyes turned to its twin engine $COHERENT(COHR)$ to see if the light speed thesis was an industry wide supercycle or just one company fluke.

The Verdict has landed & Coherent delivered an absolute blowout of its own:

Q4 revenue surged an impressive 34% year over year to USD 2.05 billion, comfortably clearing the USD 1.98 billion expectation.

Non GAAP EPS jumped to USD 1.74, beating Wall Street's USD 1.62 target.

For next quarter Coherent forecasted revenue of USD 2.2 billion to USD 2.4 billion vs a USD 2.13 billion consensus. EPS is USD 1.95.

The demand for 800G & next generation 1.6T transceivers isn't just real. It is stretching capacity boundaries.

Light (Optics) is the next bottleneck & is set to explode! LITE & COHR will be the next 10x multi baggers.

@Tiger_comments @Tiger_SG @TigerStars @TBlive

The boss asked me to issue coins

Hello everyone! Today is the eve of the "US Stock Earnings Week War", and it is also the first day of this tiger! To be honest, the boss stuffed a pocket of tiger coins as soon as he entered the office, and gave a death order: "If you can't finish it in a month, don't think about getting off work!" In order to get off work early and eat hot pot, I will hold fresh topics here every day and wait for everyone. As long as you dare to talk, I dare to send it! Look directly at today's hot discussion 👇 🔥 The Nasdaq 100 fell 1.1%. Should the Fed FOMC + Big Four be safe from earnings week?

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

Tracccy
08-13 18:02
Tracccy
2.2 to 2.4B guide vs 2.13B consensus is the real tell. I’m bullish here — does the Street still underestimate 1.6T capacity tightness?
- koolgal:
  It seems that the figure is definitely underestimated.
- koolgal:
  It could be higher.
- koolgal:
  Appreciate your valuable insights 🥰🥰 🥰
- koolgal:
  May you have a winning week 🌈🌈🌈💰💰💰
- koolgal:
  Best of luck 🍀🍀🍀
icycrystal
08-13 12:38
icycrystal
thanks for sharing
- koolgal:
  Enjoy your weekend 🏖️🏖️🏖️
- koolgal:
  Appreciate your support 🥰🥰🥰
- koolgal:
  Happy Trading 🌈🌈🌈💰💰💰
- koolgal:
  My pleasure 😊😊😊

Leave a comment

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