Signal Detected
$280.81
Mar 3, 2026
2 sources converged
Irrational Analysis · The Innermost Loop
Current Price
$304.93
live
Since Snipe
+8.6%
Buy Range
$259.19 – $289.68
Based on: SMA200 at $176.21 provides support · SMA50 ($274.75) - 5% buffer · 52W low ($66.71) + 10% buffer
THEMIS SCORE
CONVERGENCE BREAKDOWN
GURU SCORE
4/10
⚡ MIXED
MARKET DATA
live$304.93
+0.32%Coherent, Inc.
Technology · Hardware, Equipment & Parts
Coherent, Inc. provides lasers, laser-based technologies, and laser-based system solutions for a range of commercial, industrial, and scientific research applications. It operates in two segments, Original Equipment Manufacturers (OEM) Laser Sources and Industrial Lasers & Systems. The company designs, manufactures, markets, and services lasers, laser tools, precision optics, and related accessories; and laser measurement and control products. Its products are used for applications in microelectronics, materials processing, OEM components and instrumentation, and scientific research and government programs. The company markets its products through a direct sales force in the United States, as well as through direct sales personnel and independent representatives internationally. Coherent, Inc. was founded in 1966 and is headquartered in Santa Clara, California. As of July 1, 2022, Coherent, Inc. operates as a subsidiary of II-VI Incorporated.
Mkt Cap: $48.4B
TECHNICALS
FUNDAMENTALS
CONVERGENCE INTELLIGENCE
21 sources · 42 mentions · 29% direct
TOP THEMES
AI Compute Infrastructure Capex
Jordi Visser
AI Data Center Compute Infrastructure
Liberty's Highlights
AI Data-Center Power, Cooling, and Rack Ecosystem
Cheeky Pint by Stripe
AI Governance & Security Platforms
Lex Fridman
AI-Optimized Networking (East-West/BlueField)
Fabricated Knowledge
Co-Packaged Optics (CPO) Switches for AI Data Centers
SemiAnalysis
CPO-Enabled High-Radix Switches
SemiAnalysis
Cyber-Security & Satellite Services for Taiwan-China Tensions
Sinocism
SOURCE TIMELINE
30 entries · 90dApr 26, 2026
Theme: Reshored Semiconductor Materials & Equipment Supply Chain
“Coherent and Light and Corning.”
Apr 23, 2026
The Great Blue Frontier
Theme: Synthetic-aperture sonar as enabling sensor technology for AUV fleet market
Theme: Optical interconnect replacing copper as inevitable data center infrastructure paradigm shift
Apr 19, 2026
🔮 Exponential View #570: Inside Jensen Huang’s worldview
Theme: Domestic Semiconductor Supply-Chain Reshoring
“Jensen personally meets the CEOs of the chip supply chain: ASML, whose lithography machines etch the chips; TSMC, which fabricates them; Micron and SK Hynix, which make the high-bandwidth memory Nvidi...”
Apr 12, 2026
Theme: AI Compute Infrastructure Capex
“the names that I get, like a Marvell, like Coherent, any of these ones that he's made investments in, he tells you way ahead of time to put money in.”
Apr 6, 2026
Trump's Tiger-Riding Predicament | Sinification: March 2026
Theme: Cyber-Security & Satellite Services for Taiwan-China Tensions
Mar 31, 2026
What is inference engineering? Deepdive
Theme: Speculative Decoding Middleware Services
Mar 27, 2026
OFC 2026 Irrational Recap
Theme: SiliconPhotonics200G-400G
“I give Coherent shit for having 2.7+ dB insertion loss on their OCS and the best this AWGR can do is 3.9 dB.”
OFC 2026 Irrational Recap
Theme: High-Power Narrow-Linewidth DFB Laser Moat - Lumentum
“What has Coherent done with their Jensen bux?”
OFC 2026 Irrational Recap
Theme: Narrow-Linewidth Laser Suppliers
“Coherent is the most popular, but AAOI and Furukawa also getting more interest.”
OFC 2026 Irrational Recap
Theme: MOPA Laser Platforms for Coherent Links
“Coherent is playing catch-up, trying to pivot to a MOPA for UHP laser market.”
Theme: AI Governance & Security Platforms
Mar 24, 2026
Welcome to March 24, 2026
Theme: Next-Gen AI Accelerator Foundries
Nvidia – The Inference Kingdom Expands
Theme: Nvidia LPU Supply Chain Diversification
Mar 23, 2026
Theme: Supply-Chain-Resilient AI Infrastructure