@aleabitoreddit Great post! Do you see Cohr having an advantage longer term in the photonics theme compared to lite since it’s vertically integrated and seems to be focused on the endgame early like the 3.2T?
@crux_capital_ Would you have said that $cohr earnings was abit of a disappointment based on expectations? And do you see them potentially prioritising their data centre segment more in the future rather than being diversified.