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Yesterday it was $LITE, and today it’s $COHR. Since Maitong’s editor is off work, I’ll get the update out first. 😄 $COHR’s earnings were just as impressive: 1. Strong earnings beat: Revenue came in at 20.46 vs. 19.81 expected, with solid growth in data center and communications. Non-GAAP gross margin jumped to 40.2%, while EPS reached 2.41 vs. 2.19 expected. 2. Guidance also beat: Q1 revenue is expected at 22–24 vs. 21.5 forecast, with EPS guidance of 1.85–2.05 vs. 1.79 expected. In simple terms, FY2026 Q4 is already strong, but FY2027 could be even more impressive as growth accelerates. Both $LITE and $COHR are delivering strong signals from both fundamentals and technicals. So the bigger question is: Could optical stocks become the next major hardware theme after memory/storage? I think that possibility is becoming increasingly obvious. Personally, I also feel that the US market is still much more enthusiastic about hardware-related speculation than software. Software currently feels like it’s stuck waiting for the next narrative and new buyers. Once that demand fades, the sector could lose its appeal quickly. Just my personal view. #KoreaChipsLeadRebound #CPIEasesHikeBets #AnthropicIPOValuation