PXDAILY PXS
Connectivity, RF & Positioning

Research snapshot · 6/30/26

COHRCoherent Corp

800G and 1.6T optical interconnect | InP substrates

Open COHR in Robinhood ↗
HOLD
Conviction●●●○○3 of 5
Research target450Snapshot target
Thesis statusINTACTLast reviewed 6/30/26
Market cap81.32BSnapshot value
The thesis

800G silicon photonics on full allocation; COHR EML lasers = critical component; CPO timing risk flagged (Semi Analysis Computex feedback) but thesis intact short-term

Catalysts

800G ramp continues; AI DC networking build; CPO timeline resolution

What breaks it

CPO delays become permanent; NVIDIA shifts to competing vendor; optical interconnect de-prioritized

Social sentiment

X: mixed; CPO delay concerns flagged (Semi Analysis); 800G still on allocation supporting near-term thesis

Snapshot · 6/30/26
Smart money

🟢 Confirmed · 13F 21+/4- · short↓0.21

Snapshot · 6/30/26