Thread regarding Coherent (COHR)

Is Nvidia really a threat?

Lumentum Stock, Coherent Upgraded On View Nvidia Threat Overblown

Shares in Lumentum Holdings (LITE) and Coherent (COHR) took a hit this year from investor worries over the technology road map of chipmaker Nvidia (NVDA). A Raymond James analyst on Monday upgraded Lumentum stock and Coherent on views that Nvidia's plans are not as big a threat as imagined.

https://www.investors.com/news/technology/lumentum-stock-coherent-stock-upgraded-nvidia-threat-overblown/

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