$COHR Catalyst Posts
April 21, 2026Single-day social intelligence recap and verified catalyst posts · ← Back to $COHR Profile · Market Rankings
💬 Curated Viral Posts & Community Evidence
1 source posts analyzed· 2026-04-21T10:03:18+00:00$70B Optical AI opportunity — but one constraint matters: Laser supply. Companies mentioned Coherent $COHR (mainly), Lumentum $LITE, $SIVE and Ayar Labs who is enabling the shift to CPO. As AI scales → optics scale → lasers become the choke point. Breakdown from module TAM